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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
WEC
351
Winslow Evans & Crocker
Massachusetts
$17K +$16.4K +235 New
Manulife (Manufacturers Life Insurance)
352
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.9K -$1.7M -24,479 -10%
SFSIG
353
San Francisco Sentry Investment Group
California
$16K
MCM
354
Mazama Capital Management
Oregon
$16K +$15.3K +220 New
Envestnet Asset Management
355
Envestnet Asset Management
Illinois
$15K -$27.9K -400 -66%
VCM
356
Vigilant Capital Management
Maine
$15K +$13.9K +200 New
TFO
357
Tarbox Family Office
California
$15K +$14.2K +204 New
PTC
358
Private Trust Company
Ohio
$14K -$16.3K -234 -56%
AF
359
Arrow Financial
New York
$14K +$11.5K +165 +550%
RFA
360
Reilly Financial Advisors
California
$13K +$12.5K +180 New
FBT
361
Founders Bank & Trust
Michigan
$12K
ST
362
Stifel Trust
Missouri
$12K
PMFA
363
Plante Moran Financial Advisors
Michigan
$9K
Bessemer Group
364
Bessemer Group
New Jersey
$8K -$6.34K -91 -48%
CIM
365
Contravisory Investment Management
Massachusetts
$8K
BFEC
366
Benjamin F. Edwards & Company
Missouri
$7K -$2.16K -31 -24%
CTC
367
Central Trust Company
Missouri
$7K
EFSCE
368
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
PAS
369
Partnervest Advisory Services
California
$7K
LWA
370
Lenox Wealth Advisors
New York
$7K +$2.09K +30 +47%
MFS
371
MSI Financial Services
Massachusetts
$7K +$4.39K +63 +180%
TCM
372
Tradewinds Capital Management
Washington
$6K +$5.64K +81 New
WRM
373
Westport Resources Management
Connecticut
$5K
CG
374
Colony Group
Massachusetts
$5K +$4.88K +70 New
AC
375
Alexandria Capital
Virginia
$4K -$1.88K -27 -35%

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.