Vertex
VERX
88 hedge funds and large institutions have $399M invested in Vertex in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
5% more funds holding
Funds holding: 84 → 88 (+4)
2.07% less ownership
Funds ownership: 63.84% → 61.77% (-2.1%)
19% less capital invested
Capital invested by funds: $491M → $399M (-$91.4M)
26% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$12.6M |
| 2 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
+$10M |
| 3 |
WHP
Washington Harbour Partners
Arlington,
Virginia
|
+$5.15M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.43M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$27.3M |
| 2 |
Comerica Bank
Dallas,
Texas
|
-$4.35M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$3.03M |
| 4 |
JP Morgan Chase
New York
|
-$2.79M |
| 5 |
Neuberger Berman Group
New York
|
-$2.16M |
VERX Hedge Fund Activity: Q4 2021 in Review
88 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Vertex (VERX) for Q4 2021, worth a combined $399M — down 19% from $491M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new VERX positions and 10 closed out — a net gain of 4 holders — while 25 added to existing stakes and 34 trimmed.
The largest buyer was Conestoga Capital Advisors, adding an estimated $12.6M. The largest seller was Capital International Investors, exiting entirely with an estimated $27.3M sold.
- 88 institutional investors held Vertex (VERX) as of Q4 2021, up from 84 in Q3 2021.
- Funds reported $399M of Vertex stock for Q4 2021, down 19% quarter-over-quarter.
- 14 funds opened new Vertex positions in Q4 2021 and 10 closed out, a net change of +4 holders.
- The largest Vertex buyer in Q4 2021 was Conestoga Capital Advisors, an estimated $12.6M added.
- The largest Vertex seller in Q4 2021 was Capital International Investors, an estimated $27.3M sold.
Based on aggregated 13F filings for Q4 2021.