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129 hedge funds and large institutions have $794M invested in Vertex in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27,533% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $39K

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

60% more capital invested

Capital invested by funds: $497M → $794M (+$297M)

59% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 27

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more funds holding

Funds holding: 101129 (+28)

7.9% more ownership

Funds ownership: 70.76%78.66% (+7.9%)

Holders
129
Holders Change
+28
Holders Change %
+27.72%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
42
Increased
43
Reduced
27
Closed
12
Calls
$10.8M
Puts
$39K
Net Calls
+$10.7M
Net Calls Change
+$9.85M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
Tensile Capital Management
California
$124M
Neuberger Berman Group
2
Neuberger Berman Group
New York
$79.6M -$1.05M -68,173 -2%
FAM
3
Fred Alger Management
New York
$75.8M -$1.36M -88,300 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$74.1M -$231K -14,949 -0.4%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$60.1M +$372K +24,132 +0.8%
JP Morgan Chase
6
JP Morgan Chase
New York
$49.4M -$2.77M -179,736 -7%
TCM
7
TimesSquare Capital Management
New York
$29.1M -$5.13M -332,665 -19%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$22.8M -$3.5M -226,809 -17%
NCGI
9
Next Century Growth Investors
Minnesota
$22.6M +$4.92M +319,126 +41%
PCM
10
Palisade Capital Management
New Jersey
$22.4M +$377K +24,481 +2%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$14.6M +$10.7M +695,950 +5,850%
BlackRock
12
BlackRock
New York
$14.5M +$971K +62,965 +10%
SSA
13
Schonfeld Strategic Advisors
New York
$11.9M +$8.84M +573,124 New
Cerity Partners
14
Cerity Partners
New York
$10.3M +$7.71M +500,000 New
Millennium Management
15
Millennium Management
New York
$8.87M +$6.61M +428,649 New
Citadel Advisors
16
Citadel Advisors
Florida
$7.93M +$5.18M +335,829 +707%
PC
17
Pier Capital
Connecticut
$7.93M +$5.91M +383,224 New
PI
18
Putnam Investments
Massachusetts
$7.9M +$1.1M +71,294 +23%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$7.6M +$73.4K +4,762 +1%
LA
20
Legacy Advisors
Pennsylvania
$7.56M +$4.77M +309,198 +550%
Marshall Wace
21
Marshall Wace
United Kingdom
$6.9M +$3.44M +222,797 +201%
Ameriprise
22
Ameriprise
Minnesota
$6.69M +$665K +43,109 +15%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$6.32M +$1.7M +110,201 +56%
Bank of America
24
Bank of America
North Carolina
$6.24M -$745K -48,326 -14%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$6.23M -$22.6K -1,467 -0.5%