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Vertex Pharmaceuticals

386 hedge funds and large institutions have $16.5B invested in Vertex Pharmaceuticals in 2013 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 161 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $388M | Put options by funds: $319M

2% less capital invested

Capital invested by funds: $16.8B → $16.5B (-$262M)

4% less funds holding

Funds holding: 403386 (-17)

17% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 161

30% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 57

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
386
Holders Change
-17
Holders Change %
-4.22%
% of All Funds
11.2%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
40
Increased
134
Reduced
161
Closed
57
Calls
$388M
Puts
$319M
Net Calls
+$69.6M
Net Calls Change
-$81.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
276
Shelton Capital Management
Colorado
$452K -$1.54M -22,141 -78%
AB
277
Amalgamated Bank
New York
$451K +$422K +6,064 New
HighTower Advisors
278
HighTower Advisors
Illinois
$427K +$80.4K +1,155 +25%
NAM
279
North American Management
Massachusetts
$426K
B
280
BancorpSouth
Mississippi
$425K +$10.9K +156 +3%
PAM
281
PartnerRe Asset Management
Connecticut
$418K -$21.4K -307 -5%
CCM
282
Cupps Capital Management
Illinois
$412K +$387K +5,551 New
WSA
283
Wall Street Associates
California
$411K -$4.18K -60 -1%
Thrivent Financial for Lutherans
284
Thrivent Financial for Lutherans
Minnesota
$409K
MA
285
MUFG Americas
New York
$402K
LOM
286
Loeb Offshore Management
New York
$394K +$113K +1,619 +44%
KeyBank National Association
287
KeyBank National Association
Ohio
$385K -$314K -4,509 -47%
EOJOAM
288
E. Ohman J:or Asset Management
Sweden
$384K
NIM
289
NuWave Investment Management
New Jersey
$367K -$847K -12,159 -71%
WTIM
290
Wilmington Trust Investment Management
Delaware
$363K
Truist Financial
291
Truist Financial
North Carolina
$355K -$49.7K -713 -13%
RA
292
Rational Advisors
New York
$351K -$39.6K -569 -11%
PP
293
Paloma Partners
Connecticut
$344K -$235K -3,370 -42%
TBA
294
Tower Bridge Advisors
Pennsylvania
$342K
JMPWA
295
JP Morgan Private Wealth Advisors
California
$341K +$40.6K +583 +15%
CC
296
ClearArc Capital
Ohio
$324K -$17.5K -251 -5%
WFM
297
Wilmington Funds Management
Delaware
$318K -$118K -1,700 -28%
LI
298
LMCG Investments
Massachusetts
$310K +$290K +4,169 New
FMT
299
First Mercantile Trust
Tennessee
$308K -$27.9K -400 -9%
GG
300
Gofen & Glossberg
Illinois
$305K -$13.9K -200 -5%

VRTX Hedge Fund Activity: Q4 2013 in Review

386 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vertex Pharmaceuticals (VRTX) for Q4 2013, worth a combined $16.5B — down 1.6% from $16.8B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of VRTX and 40 opened new positions — a net loss of 17 holders — while 161 trimmed existing stakes and 134 added.

The largest buyer was Wellington Management Group, adding an estimated $309M. The largest seller was Fidelity Investments, cutting an estimated $231M.

  • 386 institutional investors held Vertex Pharmaceuticals (VRTX) as of Q4 2013, down from 403 in Q3 2013.
  • Funds reported $16.5B of Vertex Pharmaceuticals stock for Q4 2013, down 1.6% quarter-over-quarter.
  • 40 funds opened new Vertex Pharmaceuticals positions in Q4 2013 and 57 closed out, a net change of -17 holders.
  • The largest Vertex Pharmaceuticals buyer in Q4 2013 was Wellington Management Group, an estimated $309M added.
  • The largest Vertex Pharmaceuticals seller in Q4 2013 was Fidelity Investments, an estimated $231M sold.

Based on aggregated 13F filings for Q4 2013.