Vertex
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
VERX Hedge Fund Activity: Q4 2024 in Review
253 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Vertex (VERX) for Q4 2024, worth a combined $3.94B — up 48% from $2.67B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new VERX positions and 22 closed out — a net gain of 35 holders — while 94 added to existing stakes and 78 trimmed.
The largest buyer was BlackRock, adding an estimated $63.2M. The largest seller was Legacy Advisors, cutting an estimated $37.1M.
- 253 institutional investors held Vertex (VERX) as of Q4 2024, up from 219 in Q3 2024.
- Funds reported $3.94B of Vertex stock for Q4 2024, up 48% quarter-over-quarter.
- 57 funds opened new Vertex positions in Q4 2024 and 22 closed out, a net change of +35 holders.
- The largest Vertex buyer in Q4 2024 was BlackRock, an estimated $63.2M added.
- The largest Vertex seller in Q4 2024 was Legacy Advisors, an estimated $37.1M sold.
Based on aggregated 13F filings for Q4 2024.