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82 hedge funds and large institutions have $444M invested in Vertex in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 20

51% more capital invested

Capital invested by funds: $295M → $444M (+$149M)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

5.76% more ownership

Funds ownership: 61.18%66.94% (+5.8%)

1% more funds holding

Funds holding: 8182 (+1)

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
37
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
Tensile Capital Management
California
$71.4M +$57.1M +4,500,000 +625%
FAM
2
Fred Alger Management
New York
$52.5M -$2.1M -165,330 -4%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$49.7M +$4.37M +345,005 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$47.8M +$9.1M +717,947 +26%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$39.8M -$5.53M -436,195 -13%
JP Morgan Chase
6
JP Morgan Chase
New York
$34.8M -$986K -77,788 -3%
TCM
7
TimesSquare Capital Management
New York
$22.3M +$1.56M +123,381 +8%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$18M +$1.9M +150,092 +13%
PCM
9
Palisade Capital Management
New Jersey
$13.6M +$2.59M +204,554 +26%
ACH
10
ArrowMark Colorado Holdings
Colorado
$11.8M +$412K +32,525 +4%
BlackRock
11
BlackRock
New York
$8.81M +$1.33M +105,010 +19%
NCGI
12
Next Century Growth Investors
Minnesota
$7.92M +$7.34M +579,258 New
Bank of America
13
Bank of America
North Carolina
$4.71M -$114K -9,015 -3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.59M +$769K +60,625 +22%
Comerica Bank
15
Comerica Bank
Texas
$4.57M
Nordea Investment Management
16
Nordea Investment Management
Sweden
$4.38M -$9.02K -711 -0.2%
Ameriprise
17
Ameriprise
Minnesota
$3.81M -$45.4K -3,583 -1%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$3.46M +$706K +55,666 +28%
Morgan Stanley
19
Morgan Stanley
New York
$2.98M -$241K -19,043 -8%
State Street
20
State Street
Massachusetts
$2.73M -$190K -14,996 -7%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$2.54M +$726K +57,238 +45%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$2.12M +$34K +2,683 +2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.09M +$124K +9,786 +7%
HIM
24
Herald Investment Management
United Kingdom
$2.05M
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.87M +$5.11K +403 +0.3%