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Vertex
VERX

91 hedge funds and large institutions have $392M invested in Vertex in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 20

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

3% more funds holding

Funds holding: 88 → 91 (+3)

2% less capital invested

Capital invested by funds: $399M → $392M (-$7.28M)

1.45% less ownership

Funds ownership: 61.77% → 60.33% (-1.4%)

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
45
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
+$3.88M
2
PCM
Palisade Capital Management
New Jersey
+$3.52M
3
Morgan Stanley
Morgan Stanley
New York
+$2.24M
4
Bank of America
Bank of America
North Carolina
+$1.37M
5
Norges Bank
Norges Bank
Norway
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Tiger Global Management
Tiger Global Management
New York
-$5.16M
2
WHP
Washington Harbour Partners
Virginia
-$4.31M
3
IECM
Intrinsic Edge Capital Management
Illinois
-$2.31M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.9M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1
Fred Alger Management
New York
$64.2M +$358K +25,596 +0.6%
CCA
2
Conestoga Capital Advisors
Pennsylvania
$51.2M +$30.3K +2,164 +0.1%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$51.1M -$1.25M -89,508 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$40M -$146K -10,468 -0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$38.1M -$1.9M -136,137 -5%
TCM
6
TimesSquare Capital Management
New York
$20.3M +$3.88M +277,200 +27%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$13.4M +$265K +18,908 +2%
PCM
8
Palisade Capital Management
New Jersey
$12M +$3.52M +251,756 +48%
TCM
9
Tensile Capital Management
California
$10.7M -$786K -56,147 -7%
ACH
10
ArrowMark Colorado Holdings
Colorado
$9.87M +$489K +34,917 +6%
BlackRock
11
BlackRock
New York
$8.1M -$181K -12,955 -2%
Bank of America
12
Bank of America
North Carolina
$5.97M +$1.37M +98,278 +34%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$4.67M +$72.7K +5,199 +2%
Morgan Stanley
14
Morgan Stanley
New York
$4.4M +$2.24M +160,170 +127%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$4.16M +$50.6K +3,620 +1%
Ameriprise
16
Ameriprise
Minnesota
$4.13M +$382K +27,304 +11%
Comerica Bank
17
Comerica Bank
Texas
$3.97M +$77.3K +5,525 +2%
State Street
18
State Street
Massachusetts
$3.3M -$294K -21,002 -9%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$3.02M +$1.01M +72,271 +58%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$2.35M -$447K -31,935 -17%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.33M +$362K +25,899 +21%
HIM
22
Herald Investment Management
United Kingdom
$2.29M – – –
Norges Bank
23
Norges Bank
Norway
$2.23M +$1.03M +73,435 +102%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.15M +$312K +22,272 +19%
Renaissance Technologies
25
Renaissance Technologies
New York
$1.8M +$937K +67,000 +133%
1
2 3 4 5

VERX Hedge Fund Activity: Q1 2022 in Review

91 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vertex (VERX) for Q1 2022, worth a combined $392M — down 1.8% from $399M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VERX positions and 12 closed out — a net gain of 3 holders — while 45 added to existing stakes and 20 trimmed.

The largest buyer was TimesSquare Capital Management, adding an estimated $3.88M. The largest seller was Tiger Global Management, exiting entirely with an estimated $5.16M sold.

  • 91 institutional investors held Vertex (VERX) as of Q1 2022, up from 88 in Q4 2021.
  • Funds reported $392M of Vertex stock for Q1 2022, down 1.8% quarter-over-quarter.
  • 15 funds opened new Vertex positions in Q1 2022 and 12 closed out, a net change of +3 holders.
  • The largest Vertex buyer in Q1 2022 was TimesSquare Capital Management, an estimated $3.88M added.
  • The largest Vertex seller in Q1 2022 was Tiger Global Management, an estimated $5.16M sold.

Based on aggregated 13F filings for Q1 2022.