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204 hedge funds and large institutions have $2.45B invested in Vertex in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,294% more call options, than puts

Call options by funds: $113M | Put options by funds: $3.34M

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

38% more capital invested

Capital invested by funds: $1.77B → $2.45B (+$677M)

29% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 52

15% more funds holding

Funds holding: 178204 (+26)

14.05% more ownership

Funds ownership: 90.63%104.68% (+14%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
204
Holders Change
+26
Holders Change %
+14.61%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
64
Increased
67
Reduced
52
Closed
35
Calls
$113M
Puts
$3.34M
Net Calls
+$110M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$230M +$19.2M +595,911 +10%
BlackRock
2
BlackRock
New York
$168M +$110M +3,414,986 +273%
TCM
3
Tensile Capital Management
California
$167M -$4.09M -127,000 -3%
FAM
4
Fred Alger Management
New York
$147M -$15.3M -475,947 -10%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$126M -$2.67M -82,982 -2%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$101M -$33.6K -1,045 -0%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$80.5M +$71.8M +2,232,392 +562,315%
LA
8
Legacy Advisors
Pennsylvania
$78M -$24.1K -748 -0%
JP Morgan Chase
9
JP Morgan Chase
New York
$72.4M -$2.14M -66,477 -3%
TCM
10
TimesSquare Capital Management
New York
$63.2M +$11.8M +367,155 +26%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$57.7M +$2.35M +72,961 +5%
BMCM
12
Bryn Mawr Capital Management
Pennsylvania
$57.5M
Franklin Resources
13
Franklin Resources
California
$51.8M +$14.8M +461,112 +47%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$44.6M +$22.4M +696,759 +129%
PCM
15
Palisade Capital Management
New Jersey
$43.6M +$833K +25,872 +2%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$38.5M +$7.73M +240,345 +29%
GCM
17
Geneva Capital Management
Wisconsin
$37.3M +$33.3M +1,035,654 New
State Street
18
State Street
Massachusetts
$36M +$19.9M +617,645 +162%
T. Rowe Price Investment Management
19
T. Rowe Price Investment Management
Maryland
$34.8M +$31M +964,132 New
BPC
20
Banque Pictet & Cie
Switzerland
$34.2M +$25.9M +803,881 +552%
NCGI
21
Next Century Growth Investors
Minnesota
$30.6M -$13.7M -426,693 -33%
PM
22
Pembroke Management
Quebec, Canada
$30.4M -$2.66M -82,510 -9%
AI
23
Aperture Investors
New York
$29.5M +$3.6K +112 +0%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$28.2M +$1.89M +58,678 +8%
GIM
25
Granahan Investment Management
Massachusetts
$28.1M +$1.27M +39,357 +5%