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Vertex Pharmaceuticals

1,033 hedge funds and large institutions have $50.2B invested in Vertex Pharmaceuticals in 2021 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 336 increasing their positions, 368 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 87

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

23% more call options, than puts

Call options by funds: $673M | Put options by funds: $547M

20% more capital invested

Capital invested by funds: $41.8B → $50.2B (+$8.37B)

11% more funds holding

Funds holding: 9331,033 (+100)

1.32% more ownership

Funds ownership: 89.26%90.57% (+1.3%)

9% less repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 368

Holders
1,033
Holders Change
+100
Holders Change %
+10.72%
% of All Funds
15.9%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
201
Increased
336
Reduced
368
Closed
87
Calls
$673M
Puts
$547M
Net Calls
+$126M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
626
Coldstream Capital Management
Washington
$564K +$236K +1,212 +89%
SIM
627
Sentry Investment Management
Wisconsin
$563K +$30.9K +159 +7%
CAM
628
Cresset Asset Management
Illinois
$560K -$90.4K -465 -15%
PJSIMP
629
P.J. Schmidt Investment Management (PJS)
Wisconsin
$556K -$187K -962 -30%
CIBC Private Wealth Group
630
CIBC Private Wealth Group
Georgia
$552K +$4.08K +21 +0.8%
TAM
631
Trust Asset Management
Texas
$548K
FFA
632
Founders Financial Alliance
North Carolina
$546K +$484K +2,487 New
NFG
633
Nations Financial Group
Iowa
$538K +$476K +2,448 New
AWM
634
Apollon Wealth Management
South Carolina
$537K +$475K +2,445 New
GCM
635
Graham Capital Management
Connecticut
$534K +$474K +2,436 New
AAM
636
Aureus Asset Management
Massachusetts
$532K
RCAG
637
Rehmann Capital Advisory Group
Michigan
$529K -$32.1K -165 -6%
PG
638
Pendal Group
Australia
$524K -$187K -960 -29%
Cerity Partners
639
Cerity Partners
New York
$515K +$160K +821 +54%
S
640
SignatureFD
Georgia
$507K +$123K +631 +38%
WFI
641
West Family Investments
California
$507K +$193K +990 +75%
AWA
642
Aaron Wealth Advisors
Illinois
$503K +$445K +2,291 New
SS
643
Simplicity Solutions
Minnesota
$502K +$444K +2,282 New
MGP
644
Metis Global Partners
California
$497K +$440K +2,262 New
SIC
645
Schwartz Investment Counsel
Michigan
$494K +$107K +550 +32%
BA
646
Bristlecone Advisors
Washington
$492K +$53.3K +274 +14%
VFA
647
Valeo Financial Advisors
Indiana
$489K +$433K +2,225 New
LOAMS
648
Lombard Odier Asset Management (Switzerland)
Switzerland
$489K +$433K +2,229 New
Koshinski Asset Management
649
Koshinski Asset Management
Illinois
$486K +$39.1K +201 +10%
OPS
650
Orion Portfolio Solutions
Nebraska
$482K +$3.89K +20 +0.9%

VRTX Hedge Fund Activity: Q4 2021 in Review

1,033 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vertex Pharmaceuticals (VRTX) for Q4 2021, worth a combined $50.2B — up 20% from $41.8B a quarter earlier.

Buyers outnumbered sellers: 201 funds opened new VRTX positions and 87 closed out — a net gain of 114 holders — while 336 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $820M. The largest seller was Capital International Investors, cutting an estimated $374M.

  • 1,033 institutional investors held Vertex Pharmaceuticals (VRTX) as of Q4 2021, up from 933 in Q3 2021.
  • Funds reported $50.2B of Vertex Pharmaceuticals stock for Q4 2021, up 20% quarter-over-quarter.
  • 201 funds opened new Vertex Pharmaceuticals positions in Q4 2021 and 87 closed out, a net change of +114 holders.
  • The largest Vertex Pharmaceuticals buyer in Q4 2021 was Fidelity Investments, an estimated $820M added.
  • The largest Vertex Pharmaceuticals seller in Q4 2021 was Capital International Investors, an estimated $374M sold.

Based on aggregated 13F filings for Q4 2021.