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Vertex Pharmaceuticals

705 hedge funds and large institutions have $40.2B invested in Vertex Pharmaceuticals in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 233 increasing their positions, 265 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 78

1% more funds holding

Funds holding: 696705 (+9)

0.7% more ownership

Funds ownership: 94.76%95.46% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

2% less call options, than puts

Call options by funds: $403M | Put options by funds: $412M

12% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 265

14% less capital invested

Capital invested by funds: $46.7B → $40.2B (-$6.44B)

Holders
705
Holders Change
+9
Holders Change %
+1.29%
% of All Funds
15.71%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
93
Increased
233
Reduced
265
Closed
78
Calls
$403M
Puts
$412M
Net Calls
-$9.15M
Net Calls Change
-$59.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$1.8M +$1.88M +10,852 New
ACH
327
ArrowMark Colorado Holdings
Colorado
$1.77M
QT
328
Quantbot Technologies
New York
$1.76M +$1.84M +10,639 New
JIC
329
Johnson Investment Counsel
Ohio
$1.66M -$19.8K -114 -1%
HCMT
330
Highland Capital Management (Texas)
Texas
$1.66M +$693K +4,000 +67%
CI
331
Cigna Investments
Connecticut
$1.65M +$2.77K +16 +0.2%
Truist Financial
332
Truist Financial
North Carolina
$1.62M -$119K -685 -7%
GH
333
GAM Holding
Switzerland
$1.59M -$191K -1,100 -10%
Rafferty Asset Management
334
Rafferty Asset Management
New York
$1.59M -$251K -1,446 -13%
OI
335
Oakbrook Investments
Illinois
$1.56M -$1.33M -7,675 -45%
WS
336
Wedbush Securities
California
$1.56M -$28.8K -166 -2%
AIP
337
Ameritas Investment Partners
Nebraska
$1.53M +$11.6K +67 +0.7%
MERSOM
338
Municipal Employees' Retirement System of Michigan
Michigan
$1.53M +$1.6M +9,240 New
AT
339
Arden Trust
Delaware
$1.5M -$78.5K -453 -5%
CWM
340
Catamount Wealth Management
Connecticut
$1.47M -$346K -1,995 -21%
LTFS
341
Ladenburg Thalmann Financial Services
Florida
$1.47M +$616K +3,553 +68%
OPPM
342
Opus Point Partners Management
New York
$1.44M -$10.9K -63 -0.7%
AG
343
Advisor Group
Arizona
$1.43M -$215K -1,239 -13%
Wealth Enhancement Advisory Services
344
Wealth Enhancement Advisory Services
Minnesota
$1.43M +$1.27M +7,325 New
RCM
345
Riverhead Capital Management
Delaware
$1.38M -$115K -662 -7%
US Bancorp
346
US Bancorp
Minnesota
$1.38M +$182K +1,051 +14%
MIG
347
McGuire Investment Group
Rhode Island
$1.34M +$1.73K +10 +0.1%
MSFP
348
Mark Sheptoff Financial Planning
Connecticut
$1.34M -$104K -600 -7%
SF
349
Synovus Financial
Georgia
$1.33M -$574K -3,311 -29%
William Blair & Company
350
William Blair & Company
Illinois
$1.31M +$289K +1,669 +27%

VRTX Hedge Fund Activity: Q4 2018 in Review

705 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vertex Pharmaceuticals (VRTX) for Q4 2018, worth a combined $40.2B — down 14% from $46.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VRTX positions and 78 closed out — a net gain of 15 holders — while 233 added to existing stakes and 265 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $418M. The largest seller was Ameriprise, cutting an estimated $241M.

  • 705 institutional investors held Vertex Pharmaceuticals (VRTX) as of Q4 2018, up from 696 in Q3 2018.
  • Funds reported $40.2B of Vertex Pharmaceuticals stock for Q4 2018, down 14% quarter-over-quarter.
  • 93 funds opened new Vertex Pharmaceuticals positions in Q4 2018 and 78 closed out, a net change of +15 holders.
  • The largest Vertex Pharmaceuticals buyer in Q4 2018 was Fidelity Investments, an estimated $418M added.
  • The largest Vertex Pharmaceuticals seller in Q4 2018 was Ameriprise, an estimated $241M sold.

Based on aggregated 13F filings for Q4 2018.