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Vertex Pharmaceuticals

1,285 hedge funds and large institutions have $83.3B invested in Vertex Pharmaceuticals in 2023 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 486 increasing their positions, 488 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 59

38% more funds holding in top 10

Funds holding in top 10: 2433 (+9)

19% more call options, than puts

Call options by funds: $474M | Put options by funds: $397M

11% more capital invested

Capital invested by funds: $74.9B → $83.3B (+$8.35B)

6% more funds holding

Funds holding: 1,2071,285 (+78)

0% less repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 488

0.9% less ownership

Funds ownership: 93.24%92.34% (-0.9%)

Holders
1,285
Holders Change
+78
Holders Change %
+6.46%
% of All Funds
20.18%
Holding in Top 10
33
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+37.5%
% of All Funds
0.52%
New
142
Increased
486
Reduced
488
Closed
59
Calls
$474M
Puts
$397M
Net Calls
+$76.5M
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
26
Amundi
France
$572M -$132M -393,077 -19%
Deutsche Bank
27
Deutsche Bank
Germany
$562M -$53.8M -159,560 -9%
HL
28
Harding Loevner
New Jersey
$541M -$97.2M -288,354 -16%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$516M -$4.09M -12,127 -0.8%
Charles Schwab
30
Charles Schwab
California
$510M +$2.27M +6,727 +0.5%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$505M +$23M +68,206 +5%
Renaissance Technologies
32
Renaissance Technologies
New York
$448M -$42.3M -125,574 -9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$428M +$31M +91,890 +8%
Winslow Capital Management
34
Winslow Capital Management
Minnesota
$401M +$219M +650,966 +133%
BG
35
Bellevue Group
Switzerland
$386M -$16.4M -48,529 -4%
PAMS
36
Pictet Asset Management (Switzerland)
Switzerland
$379M -$33.9M -100,477 -9%
Millennium Management
37
Millennium Management
New York
$375M +$357M +1,059,682 +15,061%
American Century Companies
38
American Century Companies
Missouri
$352M -$50.4M -149,472 -13%
Swiss National Bank
39
Swiss National Bank
Switzerland
$327M -$29.8M -88,500 -9%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$327M +$5.44M +16,131 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
41
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$306M -$48.2M -143,147 -14%
N
42
Nuveen
North Carolina
$300M -$19M -56,336 -6%
Franklin Resources
43
Franklin Resources
California
$293M +$22.8M +67,629 +9%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$291M -$27.7M -82,280 -9%
Wells Fargo
45
Wells Fargo
California
$284M +$8.59M +25,507 +3%
Ensign Peak Advisors
46
Ensign Peak Advisors
Utah
$270M +$6.11M +18,132 +2%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$254M -$41.5M -123,186 -15%
Macquarie Group
48
Macquarie Group
Australia
$251M -$17.5M -51,939 -7%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$240M +$40.1M +118,878 +21%
Artisan Partners
50
Artisan Partners
Wisconsin
$225M -$593K -1,759 -0.3%

VRTX Hedge Fund Activity: Q2 2023 in Review

1,285 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vertex Pharmaceuticals (VRTX) for Q2 2023, worth a combined $83.3B — up 11% from $74.9B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new VRTX positions and 59 closed out — a net gain of 83 holders — while 486 added to existing stakes and 488 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $759M. The largest seller was Fidelity Investments, cutting an estimated $555M.

  • 1,285 institutional investors held Vertex Pharmaceuticals (VRTX) as of Q2 2023, up from 1,207 in Q1 2023.
  • Funds reported $83.3B of Vertex Pharmaceuticals stock for Q2 2023, up 11% quarter-over-quarter.
  • 142 funds opened new Vertex Pharmaceuticals positions in Q2 2023 and 59 closed out, a net change of +83 holders.
  • The largest Vertex Pharmaceuticals buyer in Q2 2023 was Capital Research Global Investors, an estimated $759M added.
  • The largest Vertex Pharmaceuticals seller in Q2 2023 was Fidelity Investments, an estimated $555M sold.

Based on aggregated 13F filings for Q2 2023.