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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.

New
Increased
Maintained
Reduced
Closed

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: 9181 (-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

Holders
81
Holders Change
-10
Holders Change %
-10.99%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
29
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1
Fred Alger Management
New York
$45.4M -$2.25M -178,013 -4%
CCA
2
Conestoga Capital Advisors
Pennsylvania
$37.9M +$89.2K +7,050 +0.2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$37.3M -$582K -46,030 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$31.5M +$3.68M +291,070 +12%
JP Morgan Chase
5
JP Morgan Chase
New York
$29.7M +$181K +14,320 +0.5%
TCM
6
TimesSquare Capital Management
New York
$17.1M +$2.37M +187,700 +14%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$13.2M +$3.69M +292,055 +33%
ACH
8
ArrowMark Colorado Holdings
Colorado
$9.43M +$2.39M +189,208 +29%
PCM
9
Palisade Capital Management
New Jersey
$8.96M +$139K +10,984 +1%
TCM
10
Tensile Capital Management
California
$8.16M +$323K +25,526 +4%
BlackRock
11
BlackRock
New York
$6.11M +$145K +11,496 +2%
Bank of America
12
Bank of America
North Carolina
$4M -$449K -35,527 -9%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$3.59M +$58.1K +4,591 +1%
Ameriprise
14
Ameriprise
Minnesota
$3.2M +$166K +13,092 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$3.11M +$49.6K +3,921 +1%
Comerica Bank
16
Comerica Bank
Texas
$2.82M +$66.1K +5,225 +2%
Morgan Stanley
17
Morgan Stanley
New York
$2.69M -$625K -49,434 -17%
State Street
18
State Street
Massachusetts
$2.44M -$3.55K -281 -0.1%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$2.23M
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$1.72M -$19K -1,503 -1%
HIM
21
Herald Investment Management
United Kingdom
$1.7M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.62M -$115K -9,106 -6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.55M -$45.9K -3,629 -3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$1.46M +$652K +51,527 +67%
Norges Bank
25
Norges Bank
Norway
$1.45M -$223K -17,600 -12%