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Vertex Pharmaceuticals

500 hedge funds and large institutions have $28.5B invested in Vertex Pharmaceuticals in 2015 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 185 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 36

4% more funds holding

Funds holding: 479500 (+21)

3% more capital invested

Capital invested by funds: $27.5B → $28.5B (+$933M)

2% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 181

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

35% less call options, than puts

Call options by funds: $86.7M | Put options by funds: $134M

Holders
500
Holders Change
+21
Holders Change %
+4.38%
% of All Funds
13.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
61
Increased
185
Reduced
181
Closed
36
Calls
$86.7M
Puts
$134M
Net Calls
-$46.9M
Net Calls Change
-$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BKA
451
Brick & Kyle Associates
Pennsylvania
$19K
JG
452
Jefferies Group
New York
$19K
NSIM
453
North Star Investment Management
Illinois
$19K
TC
454
Trust Company
Kansas
$19K +$18.9K +150 New
FCCM
455
First City Capital Management
Georgia
$18.5K
SNT
456
Security National Trust
West Virginia
$17K
FANJ
457
Financial Architects (New Jersey)
New Jersey
$16K
IMS
458
Index Management Solutions
Pennsylvania
$16K +$6.68K +53 +73%
ATC
459
Adirondack Trust Company
New York
$14K -$3.15K -25 -19%
Capital International Investors
460
Capital International Investors
California
$14K +$14K +111 New
RFA
461
Reilly Financial Advisors
California
$12K
VNA
462
Valley National Advisers
Pennsylvania
$12K
WTB
463
Washington Trust Bank
Washington
$12K
HNB
464
Huntington National Bank
Ohio
$12K +$2.52K +20 +25%
ECM
465
Estabrook Capital Management
New York
$11.1K
TCM
466
Tradewinds Capital Management
Washington
$10K
CTC
467
Central Trust Company
Missouri
$9K
CG
468
Colony Group
Massachusetts
$9K
KT
469
Kanaly Trust
Texas
$9K +$6.68K +53 +230%
CFA
470
Carroll Financial Associates
North Carolina
$9K +$8.7K +69 New
CIM
471
Contravisory Investment Management
Massachusetts
$8K
FWM
472
Focused Wealth Management
New York
$8K
LWA
473
Lenox Wealth Advisors
New York
$8K
TDC
474
Thompson Davis & Co
Virginia
$8K
RA
475
Rational Advisors
New York
$7K

VRTX Hedge Fund Activity: Q2 2015 in Review

500 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Vertex Pharmaceuticals (VRTX) for Q2 2015, worth a combined $28.5B — up 3.4% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VRTX positions and 36 closed out — a net gain of 25 holders — while 185 added to existing stakes and 181 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $140M. The largest seller was Wellington Management Group, cutting an estimated $187M.

  • 500 institutional investors held Vertex Pharmaceuticals (VRTX) as of Q2 2015, up from 479 in Q1 2015.
  • Funds reported $28.5B of Vertex Pharmaceuticals stock for Q2 2015, up 3.4% quarter-over-quarter.
  • 61 funds opened new Vertex Pharmaceuticals positions in Q2 2015 and 36 closed out, a net change of +25 holders.
  • The largest Vertex Pharmaceuticals buyer in Q2 2015 was Fidelity Investments, an estimated $140M added.
  • The largest Vertex Pharmaceuticals seller in Q2 2015 was Wellington Management Group, an estimated $187M sold.

Based on aggregated 13F filings for Q2 2015.