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Vertex Pharmaceuticals

1,277 hedge funds and large institutions have $81.9B invested in Vertex Pharmaceuticals in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 533 increasing their positions, 459 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 459

9% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 77

6% more call options, than puts

Call options by funds: $674M | Put options by funds: $633M

1% less funds holding

Funds holding: 1,2851,277 (-8)

0.97% less ownership

Funds ownership: 92.34%91.37% (-0.97%)

2% less capital invested

Capital invested by funds: $83.3B → $81.9B (-$1.4B)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

Holders
1,277
Holders Change
-8
Holders Change %
-0.62%
% of All Funds
20.27%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.49%
New
84
Increased
533
Reduced
459
Closed
77
Calls
$674M
Puts
$633M
Net Calls
+$40.6M
Net Calls Change
-$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
576
Harel Insurance Investments & Financial Services
Israel
$1.88M -$1.72M -4,918 -48%
Carson Wealth (CWM LLC)
577
Carson Wealth (CWM LLC)
Nebraska
$1.87M +$282K +806 +18%
TIAA Trust, National Association
578
TIAA Trust, National Association
North Carolina
$1.86M +$1.87M +5,342 New
NP
579
Nilsine Partners
Colorado
$1.85M +$382K +1,093 +26%
DF
580
Donoghue Forlines
Massachusetts
$1.84M -$59.1K -169 -3%
PAM
581
Pegasus Asset Management
New York
$1.84M +$1.85M +5,295 New
PA
582
Pinnacle Associates
New York
$1.83M +$535K +1,531 +41%
EWA
583
EP Wealth Advisors
California
$1.8M -$1.43M -4,102 -44%
CANY
584
Caxton Associates (New York)
New York
$1.8M +$1.42M +4,060 +363%
RGC
585
Roberts, Glore & Co
Illinois
$1.79M -$4.9K -14 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
586
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.77M +$419K +1,197 +31%
WPW
587
Waldron Private Wealth
Pennsylvania
$1.76M -$11.5K -33 -0.6%
LD
588
Lipe & Dalton
New York
$1.75M
WA1
589
Wimmer Associates 1
California
$1.75M +$165K +473 +10%
CAG
590
Crestwood Advisors Group
Massachusetts
$1.74M +$1.75M +5,007 New
DCM
591
Davidson Capital Management
Texas
$1.73M -$7.69K -22 -0.4%
HCM
592
Highview Capital Management
Illinois
$1.72M -$2.45K -7 -0.1%
AAS
593
Avantax Advisory Services
Texas
$1.72M +$43.7K +125 +3%
AWM
594
Apollon Wealth Management
South Carolina
$1.71M +$132K +378 +8%
GT
595
Greenleaf Trust
Michigan
$1.71M +$58.1K +166 +3%
OC
596
Oarsman Capital
Wisconsin
$1.7M +$30.1K +86 +2%
BAM
597
Berkshire Asset Management
Pennsylvania
$1.7M -$17.1K -49 -1%
NL
598
NWAM LLC
Washington
$1.69M -$3.5K -10 -0.2%
EAM
599
EFG Asset Management
Oregon
$1.68M -$65.1K -186 -4%
HCA
600
Harbor Capital Advisors
Illinois
$1.67M

VRTX Hedge Fund Activity: Q3 2023 in Review

1,277 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vertex Pharmaceuticals (VRTX) for Q3 2023, worth a combined $81.9B — down 1.7% from $83.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new VRTX positions and 77 closed out — a net gain of 7 holders — while 533 added to existing stakes and 459 trimmed.

The largest buyer was Capital World Investors, adding an estimated $224M. The largest seller was Wellington Management Group, cutting an estimated $359M.

  • 1,277 institutional investors held Vertex Pharmaceuticals (VRTX) as of Q3 2023, down from 1,285 in Q2 2023.
  • Funds reported $81.9B of Vertex Pharmaceuticals stock for Q3 2023, down 1.7% quarter-over-quarter.
  • 84 funds opened new Vertex Pharmaceuticals positions in Q3 2023 and 77 closed out, a net change of +7 holders.
  • The largest Vertex Pharmaceuticals buyer in Q3 2023 was Capital World Investors, an estimated $224M added.
  • The largest Vertex Pharmaceuticals seller in Q3 2023 was Wellington Management Group, an estimated $359M sold.

Based on aggregated 13F filings for Q3 2023.