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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
MC
626
Moors & Cabot
Massachusetts
$1.5M -$66.1K -189 -4%
LSA
627
L & S Advisors
California
$1.49M +$331K +947 +28%
SM
628
STF Management
Texas
$1.47M +$896K +2,562 +154%
RJT
629
Raymond James Trust
Florida
$1.46M +$8.74K +25 +0.6%
TCM
630
Teza Capital Management
Illinois
$1.45M +$1.46M +4,180 New
WC
631
Woodstock Corp
Massachusetts
$1.45M
FIM
632
Freedom Investment Management
Connecticut
$1.45M +$119K +339 +9%
S
633
ShariaPortfolio
Florida
$1.44M +$1.45M +4,140 New
AUB
634
Atlantic Union Bankshares
Virginia
$1.43M +$280K +802 +24%
SAM
635
Strategy Asset Managers
California
$1.42M -$153K -438 -10%
FB
636
Fulton Bank
Pennsylvania
$1.41M -$17.5K -50 -1%
HT
637
Headlands Technologies
Illinois
$1.4M +$1.41M +4,024 New
QI
638
Qtron Investments
Massachusetts
$1.4M +$198K +566 +16%
HFM
639
Harvest Fund Management
China
$1.38M +$268K +766 +24%
BCA
640
Bray Capital Advisors
Florida
$1.37M
UM
641
UniSuper Management
Australia
$1.37M -$154K -439 -10%
Bessemer Group
642
Bessemer Group
New Jersey
$1.36M +$160K +457 +13%
KOC
643
Koss-Olinger Consulting
Florida
$1.36M -$23.8K -68 -2%
Balyasny Asset Management
644
Balyasny Asset Management
Illinois
$1.35M +$55.6K +159 +4%
FHB
645
First Hawaiian Bank
Hawaii
$1.34M -$80.1K -229 -6%
HTHT
646
Hemenway Trust Hemenway Trust
New Hampshire
$1.31M +$14K +40 +1%
CCM
647
Coldstream Capital Management
Washington
$1.29M +$30.1K +86 +2%
FMAEN1
648
Fund Management at Engine No 1
California
$1.28M +$119K +339 +10%
MFG
649
Merit Financial Group
Georgia
$1.27M -$96.2K -275 -7%
HWM
650
HB Wealth Management
Georgia
$1.26M +$413K +1,180 +48%

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.