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Vertex Pharmaceuticals

737 hedge funds and large institutions have $45.2B invested in Vertex Pharmaceuticals in 2019 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 293 increasing their positions, 226 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 59

30% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 226

24% more call options, than puts

Call options by funds: $303M | Put options by funds: $244M

12% more capital invested

Capital invested by funds: $40.2B → $45.2B (+$5.03B)

4% more funds holding

Funds holding: 706737 (+31)

0.76% more ownership

Funds ownership: 95.46%96.21% (+0.76%)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
737
Holders Change
+31
Holders Change %
+4.39%
% of All Funds
15.95%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.28%
New
96
Increased
293
Reduced
226
Closed
59
Calls
$303M
Puts
$244M
Net Calls
+$59.3M
Net Calls Change
+$68.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
576
Whittier Trust
California
$157K
NIM
577
NuWave Investment Management
New Jersey
$146K +$146K +789 New
LWCFA
578
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$139K
Carson Wealth (CWM LLC)
579
Carson Wealth (CWM LLC)
Nebraska
$137K +$94K +509 +301%
GLI
580
Guardian Life Insurance
New York
$136K +$3.14K +17 +2%
LC
581
Lindbrook Capital
California
$134K
NFG
582
Next Financial Group
Texas
$134K +$135K +730 New
NFH
583
NEXT Financial Holdings
Texas
$134K +$135K +730 New
FIB
584
First Interstate Bank
Montana
$126K +$34K +184 +37%
WAM
585
Wealthspire Advisors (Maryland)
Maryland
$123K -$2.03K -11 -2%
VFA
586
Valeo Financial Advisors
Indiana
$120K -$5.36K -29 -4%
KTC
587
Kistler-Tiffany Companies
Pennsylvania
$111K
APA
588
American Portfolios Advisors
New York
$109K +$39.9K +216 +58%
GWM
589
Geneos Wealth Management
Colorado
$105K -$4.43K -24 -4%
HNB
590
Huntington National Bank
Ohio
$104K -$38.8K -210 -27%
SMG
591
Spectrum Management Group
Indiana
$103K
ESB
592
Essex Savings Bank
Connecticut
$102K +$46.2K +250 +82%
RWA
593
Ropes Wealth Advisors
Massachusetts
$101K +$79.4K +430 +358%
MUS
594
Mitsubishi UFJ Securities
Japan
$97K
FDCDDQ
595
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.8K -$5.91K -32 -6%
CG
596
Cutler Group
California
$95K -$55.4K -300 -37%
OWD
597
Osborn Williams & Donohoe
Ohio
$93K +$92.4K +500 New
FHA
598
Flagship Harbor Advisors
Massachusetts
$91K
AC
599
Avestar Capital
New York
$86K -$9.23K -50 -8%
AW
600
Alpha Windward
Massachusetts
$86K

VRTX Hedge Fund Activity: Q1 2019 in Review

737 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vertex Pharmaceuticals (VRTX) for Q1 2019, worth a combined $45.2B — up 12% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VRTX positions and 59 closed out — a net gain of 37 holders — while 293 added to existing stakes and 226 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $730M. The largest seller was Ameriprise, cutting an estimated $367M.

  • 737 institutional investors held Vertex Pharmaceuticals (VRTX) as of Q1 2019, up from 706 in Q4 2018.
  • Funds reported $45.2B of Vertex Pharmaceuticals stock for Q1 2019, up 12% quarter-over-quarter.
  • 96 funds opened new Vertex Pharmaceuticals positions in Q1 2019 and 59 closed out, a net change of +37 holders.
  • The largest Vertex Pharmaceuticals buyer in Q1 2019 was Fidelity Investments, an estimated $730M added.
  • The largest Vertex Pharmaceuticals seller in Q1 2019 was Ameriprise, an estimated $367M sold.

Based on aggregated 13F filings for Q1 2019.