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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
SLF
551
Sun Life Financial
Ontario, Canada
$117K +$1.56K +9 +1%
CI Investments Inc
552
CI Investments Inc
Ontario, Canada
$116K +$121K +700 New
KA
553
Kaizen Advisory
Illinois
$115K +$15.9K +92 +15%
VFA
554
Valeo Financial Advisors
Indiana
$113K +$18.2K +105 +18%
WAM
555
Wealthspire Advisors (Maryland)
Maryland
$112K +$13.7K +79 +13%
PCM
556
Prelude Capital Management
New York
$100K -$1.64M -9,464 -94%
KTC
557
Kistler-Tiffany Companies
Pennsylvania
$100K
GWM
558
Geneos Wealth Management
Colorado
$96K
Rockefeller Capital Management
559
Rockefeller Capital Management
New York
$96K +$92.2K +532 +1,064%
SMG
560
Spectrum Management Group
Indiana
$93K +$97K +560 New
FDCDDQ
561
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.6K +$18K +104 +23%
MUS
562
Mitsubishi UFJ Securities
Japan
$88K -$17.3K -100 -16%
BBHC
563
Brown Brothers Harriman & Co
New York
$87K +$26.9K +155 +42%
CAM
564
Cresset Asset Management
Illinois
$84K +$87.7K +506 New
FIB
565
First Interstate Bank
Montana
$83K
FHA
566
Flagship Harbor Advisors
Massachusetts
$82K -$39.5K -228 -31%
AW
567
Alpha Windward
Massachusetts
$78K -$2.6K -15 -3%
SWM
568
SeaCrest Wealth Management
New York
$77K -$121K -699 -60%
ZB
569
Zions Bancorporation
Utah
$76K -$1.21K -7 -2%
AC
570
Avestar Capital
New York
$75K -$9.53K -55 -8%
OIA
571
Optimum Investment Advisors
Illinois
$74K
IFAM
572
Institutional & Family Asset Management
Colorado
$73K
AIM
573
Advantage Investment Management
Iowa
$71K +$2.43K +14 +3%
RCAG
574
Rehmann Capital Advisory Group
Michigan
$67.8K +$13K +75 +22%
FCA
575
FinTrust Capital Advisors
South Carolina
$67K +$69.7K +402 New

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.