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Vertex
VERX
VERX
253 hedge funds and large institutions have $3.94B invested in Vertex in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
27,959% more call options, than puts
Call options by funds: $159M | Put options by funds: $565K
159% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 22
48% more capital invested
Capital invested by funds: $2.67B → $3.94B (+$1.27B)
21% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 78
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
16% more funds holding
Funds holding: 219 → 253 (+34)
5.97% more ownership
Funds ownership: 105.98% → 111.95% (+6%)
Holders
253
Holders Change
+34
Holders Change %
+15.53%
% of All Funds
3.33%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
57
Increased
94
Reduced
78
Closed
22
Calls
$159M
Puts
$565K
Net Calls
+$158M
Net Calls Change
+$42.2M
Top Buyers
| 1 |
BlackRock
New York
|
+$63.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$56.8M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$56.2M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$28.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.2M |
Top Sellers
| 1 |
LA
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
-$37.1M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$32.5M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$32.1M |
| 4 |
JP Morgan Chase
New York
|
-$25.2M |
| 5 |
FAM
Fred Alger Management
New York
|
-$23.4M |
