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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
PL
326
Parkwood LLC
Ohio
$97K +$90.7K +1,303 New
FWM
327
Focused Wealth Management
New York
$94K +$4.53K +65 +5%
Creative Planning
328
Creative Planning
Kansas
$93K +$557 +8 +0.6%
OA
329
OFI Advisors
Pennsylvania
$92K -$535K -7,687 -86%
SAMC
330
Shinko Asset Management Company
Japan
$74K
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$69K +$25.2K +362 +64%
NES
332
New England Securities
New York
$68K -$2.65K -38 -4%
WIL
333
Winifred I. Li
$67K
KTC
334
Kistler-Tiffany Companies
Pennsylvania
$61K +$15K +215 +36%
SFPIA
335
Stevens First Principles Investment Advisors
California
$59K +$41.8K +600 +300%
WT
336
Whittier Trust
California
$56K
IMS
337
Index Management Solutions
Pennsylvania
$52K -$133K -1,912 -73%
OMCS
338
Old Mutual Customised Solutions
South Africa
$52K
M&T Bank
339
M&T Bank
New York
$51K -$66.6K -956 -58%
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$47K +$40.9K +587 +1,223%
MAM
341
Mizuho Asset Management
Japan
$44K
FCT
342
Family Capital Trust
Massachusetts
$36K
EWM
343
Evercore Wealth Management
New York
$34K -$6.96K -100 -18%
MUMSS
344
Mitsubishi UFJ Morgan Stanley Securities
Japan
$31K -$20.9K -300 -42%
HNB
345
Huntington National Bank
Ohio
$30K +$70 +1 +0.2%
RNS
346
Robert N. Shapiro
$28K
WA
347
Waverly Advisors
Alabama
$24K +$22.2K +319 New
FNBT
348
FineMark National Bank & Trust
Florida
$22K
MWP
349
MYCIO Wealth Partners
Pennsylvania
$22K +$20.9K +300 New
WTC
350
WhitTier Trust Company
Nevada
$21K

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.