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Vertex
VERX

Overview Fund Activity

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.

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.42%
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
–

Top Buyers

1
TCM
1
Tensile Capital Management
California
$71.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.8M
3
NCGI
3
Next Century Growth Investors
Minnesota
$7.92M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$49.7M
5
PCM
5
Palisade Capital Management
New Jersey
$13.6M

Top Sellers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$39.8M
2
FAM
2
Fred Alger Management
New York
$52.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$34.8M
4
Norges Bank
4
Norges Bank
Norway
$913K
5
AG
5
Algert Global
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
1
Tensile Capital Management
California
$71.4M 5,220,258 +4,500,000 +625%
FAM
2
Fred Alger Management
New York
$52.5M 3,841,738 -165,330 -4%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$49.7M 3,632,850 +345,005 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$47.8M 3,494,699 +717,947 +26%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$39.8M 2,909,764 -436,195 -13%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$34.8M 2,544,206 -77,788 -3%
TCM
7
TimesSquare Capital Management
New York
$22.3M 1,632,185 +123,381 +8%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$18M 1,317,198 +150,092 +13%
PCM
9
Palisade Capital Management
New Jersey
$13.6M 995,576 +204,554 +26%
ACH
10
ArrowMark Colorado Holdings
Colorado
$11.8M 865,069 +32,525 +4%
BlackRock
11
BlackRock
New York
$8.81M 644,473 +105,010 +19%
NCGI
12
Next Century Growth Investors
Minnesota
$7.92M 579,258 +579,258 New
Bank of America
13
Bank of America
North Carolina
$4.71M 344,465 -9,015 -3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.59M 335,550 +60,625 +22%
Comerica Bank
15
Comerica Bank
Texas
$4.57M 268,698 – –
Nordea Investment Management
16
Nordea Investment Management
Sweden
$4.38M 314,858 -711 -0.2%
Ameriprise
17
Ameriprise
Minnesota
$3.81M 278,900 -3,583 -1%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$3.46M 252,837 +55,666 +28%
Morgan Stanley
19
Morgan Stanley
New York
$2.98M 218,142 -19,043 -8%
State Street
20
State Street
Massachusetts
$2.73M 199,963 -14,996 -7%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$2.54M 185,825 +57,238 +45%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$2.12M 154,654 +2,683 +2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.09M 152,853 +9,786 +7%
HIM
24
Herald Investment Management
United Kingdom
$2.05M 150,000 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.87M 136,954 +403 +0.3%
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