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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
PCG
601
Private Capital Group
Connecticut
$42K +$520 +3 +1%
QT
602
Quantamental Technologies
New York
$41K +$42.5K +245 New
LWA
603
Lenox Wealth Advisors
New York
$40K
DWA
604
Dougherty Wealth Advisers
Minnesota
$40K +$38.5K +222 New
CHP
605
Cable Hill Partners
Oregon
$38K +$1.91K +11 +5%
CFA
606
Carroll Financial Associates
North Carolina
$36K
WANY
607
Wealthspire Advisors (New York)
New York
$36K +$38.1K +220 New
EDRH
608
Edmond de Rothschild Holding
Switzerland
$35K
MFW
609
Mosaic Family Wealth
Missouri
$35K +$5.89K +34 +19%
BCA
610
Berman Capital Advisors
Georgia
$35K +$37.6K +217 New
BFEC
611
Benjamin F. Edwards & Company
Missouri
$34K +$7.28K +42 +25%
AAMU
612
Amundi Asset Management US
Massachusetts
$33.3K -$1.55M -8,922 -4%
MOS
613
MGO One Seven
Ohio
$32K +$33.8K +195 New
BAM
614
Barrett Asset Management
New York
$31K +$32.9K +190 New
Carson Wealth (CWM LLC)
615
Carson Wealth (CWM LLC)
Nebraska
$28K -$866 -5 -3%
OIA
616
OneDigital Investment Advisors
Kansas
$27K +$27.7K +160 New
Capstone Investment Advisors
617
Capstone Investment Advisors
New York
$26K -$302K -1,744 -92%
FPFS
618
First Personal Financial Services
North Carolina
$26K +$3.12K +18 +13%
GRP
619
Global Retirement Partners
California
$24K +$4.85K +28 +24%
FANJ
620
Financial Architects (New Jersey)
New Jersey
$23K -$6.93K -40 -23%
LWM
621
Lenox Wealth Management
Ohio
$23K +$2.43K +14 +11%
BWM
622
Baystate Wealth Management
Massachusetts
$21K
CFGS
623
Concourse Financial Group Securities
Alabama
$21K +$12.8K +74 +135%
LFA
624
Legacy Financial Advisors
Kentucky
$21K +$20.1K +116 +1,160%
PWMG
625
Prestige Wealth Management Group
New Jersey
$21K +$21.7K +125 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.