Vertex
VERX
81 hedge funds and large institutions have $295M invested in Vertex in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 15 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 28
0.85% more ownership
Funds ownership: 60.33% → 61.18% (+0.85%)
11% less funds holding
Funds holding: 91 → 81 (-10)
25% less capital invested
Capital invested by funds: $392M → $295M (-$96.7M)
47% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$3.69M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.68M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$2.39M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
+$2.37M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$652K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
-$2.25M |
| 2 |
Millennium Management
New York
|
-$838K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$707K |
| 4 |
Morgan Stanley
New York
|
-$625K |
| 5 |
Neuberger Berman Group
New York
|
-$582K |
VERX Hedge Fund Activity: Q2 2022 in Review
81 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Vertex (VERX) for Q2 2022, worth a combined $295M — down 25% from $392M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of VERX and 8 opened new positions — a net loss of 7 holders — while 28 trimmed existing stakes and 29 added.
The largest buyer was William Blair Investment Management, adding an estimated $3.69M. The largest seller was Fred Alger Management, cutting an estimated $2.25M.
- 81 institutional investors held Vertex (VERX) as of Q2 2022, down from 91 in Q1 2022.
- Funds reported $295M of Vertex stock for Q2 2022, down 25% quarter-over-quarter.
- 8 funds opened new Vertex positions in Q2 2022 and 15 closed out, a net change of -7 holders.
- The largest Vertex buyer in Q2 2022 was William Blair Investment Management, an estimated $3.69M added.
- The largest Vertex seller in Q2 2022 was Fred Alger Management, an estimated $2.25M sold.
Based on aggregated 13F filings for Q2 2022.