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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
SF
476
Synovus Financial
Georgia
$7K
TSW
477
Thompson Siegel & Walmsley
Virginia
$7K
PG
478
Patten Group
Tennessee
$6.17K +$6.3K +50 New
EFSCE
479
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$5.04K -40 -44%
JFA
480
JNBA Financial Advisors
Minnesota
$6K
PAI
481
Pittenger & Anderson Inc
Nebraska
$6K +$3.15K +25 +100%
VIA
482
Vident Investment Advisory
Georgia
$6K +$6.3K +50 New
SSB
483
Sandy Spring Bank
Maryland
$5K +$5.29K +42 New
GWM
484
Gupta Wealth Management
California
$4K -$4.66K -37 -53%
FAM
485
Fortaleza Asset Management
Illinois
$4K
CBT
486
Central Bank & Trust
Kentucky
$4K +$882 +7 +26%
MFBTD
487
MB Financial Bank - Trust Department
Illinois
$4K +$3.65K +29 New
UFA
488
US Financial Advisors
Massachusetts
$4K +$4.03K +32 New
AF
489
Allworth Financial
California
$3K
BC
490
Bartlett & Co
Ohio
$3K +$2.77K +22 New
N
491
Nuveen
North Carolina
$2.03K -$3.7M -29,355 -64%
IWMPD
492
Integrated Wealth Management (Palm Desert)
California
$2K -$5.8K -46 -75%
NC
493
NewSquare Capital
Pennsylvania
$2K
WA
494
WFG Advisors
Texas
$2K
BCM
495
Brookstone Capital Management
Illinois
$2K +$1.64K +13 New
GXMC
496
Global X Management Company
New York
$2K +$2.27K +18 New
AT
497
Arden Trust
Delaware
$1.04K -$78.9K -626 -7%
MSFP
498
Mark Sheptoff Financial Planning
Connecticut
$1K +$756 +6 New
S
499
SignatureFD
Georgia
$1K +$1.26K +10 New
Fiera Capital (Canada)
500
Fiera Capital (Canada)
Quebec, Canada
$272

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.