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Vertex
VERX

Overview Fund Activity

101 hedge funds and large institutions have $497M invested in Vertex in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
101
Holders Change
+19
Holders Change %
+23.17%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
38
Reduced
26
Closed
7
Calls
$931K
Puts
$41K
Net Calls
+$890K
Net Calls Change
+$890K

Top Buyers

1
TCM
1
Tensile Capital Management
California
$86.6M
2
Invesco
2
Invesco
Georgia
$4.84M
3
PVM
3
Palogic Value Management
Texas
$4.24M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$56.8M
5
PI
5
Putnam Investments
Massachusetts
$4.5M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$2.59M
2
FAM
2
Fred Alger Management
New York
$54.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.18M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$329K
5
M&T Bank
5
M&T Bank
New York
$152K
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
1
Tensile Capital Management
California
$86.6M 5,970,258 +750,000 +14%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$56.8M 3,914,467 +281,617 +8%
FAM
3
Fred Alger Management
New York
$54.4M 3,750,112 -91,626 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$52.2M 3,598,337 +103,638 +3%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$41.8M 2,882,789 -26,975 -0.9%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$37.3M 2,569,098 +24,892 +1%
TCM
7
TimesSquare Capital Management
New York
$25.3M 1,740,955 +108,770 +7%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$19.3M 1,328,521 +11,323 +0.9%
PCM
9
Palisade Capital Management
New Jersey
$15.3M 1,055,819 +60,243 +6%
NCGI
10
Next Century Growth Investors
Minnesota
$11.2M 773,485 +194,227 +34%
BlackRock
11
BlackRock
New York
$9.29M 640,044 -4,429 -0.7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.26M 362,393 +26,843 +8%
Bank of America
13
Bank of America
North Carolina
$5.08M 350,088 +5,623 +2%
Invesco
14
Invesco
Georgia
$4.84M 333,800 +333,800 New
PI
15
Putnam Investments
Massachusetts
$4.5M 310,310 +280,082 +927%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$4.39M 301,177 -13,681 -4%
PVM
17
Palogic Value Management
Texas
$4.24M 292,059 +292,059 New
Ameriprise
18
Ameriprise
Minnesota
$4.06M 279,999 +1,099 +0.4%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$3.88M 267,265 +14,428 +6%
State Street
20
State Street
Massachusetts
$3.5M 241,443 +41,480 +21%
Comerica Bank
21
Comerica Bank
Texas
$3.33M 268,698 – –
ACH
22
ArrowMark Colorado Holdings
Colorado
$2.59M 178,156 -686,913 -79%
Morgan Stanley
23
Morgan Stanley
New York
$2.18M 150,371 -67,771 -31%
Tudor Investment Corp
24
Tudor Investment Corp
Connecticut
$2.18M 150,103 +71,024 +90%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.18M 150,087 -2,766 -2%
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