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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
MG
651
Mather Group
Illinois
$1.25M +$148K +422 +13%
IFWM
652
Institute for Wealth Management
Colorado
$1.24M -$3.15K -9 -0.3%
MAS
653
Meeder Advisory Services
Ohio
$1.23M -$204K -584 -14%
BCM
654
Brookstone Capital Management
Illinois
$1.22M +$422K +1,208 +57%
WBC
655
Westpac Banking Corp
Australia
$1.21M -$1.08M -3,076 -47%
PA
656
Parallel Advisors
California
$1.21M +$84.6K +242 +8%
CIA
657
Choate Investment Advisors
Massachusetts
$1.2M +$396K +1,132 +49%
JWM
658
Jackson Wealth Management
Florida
$1.2M -$21.7K -62 -2%
JGCM
659
Joseph Group Capital Management
Ohio
$1.2M +$1.2M +3,438 New
SIG
660
Stonegate Investment Group
Alabama
$1.19M -$137K -392 -10%
BFPW
661
BOK Financial Private Wealth
Colorado
$1.19M -$282K -806 -19%
EP
662
Edgestream Partners
New Jersey
$1.18M +$343K +982 +41%
PI
663
PGGM Investments
Netherlands
$1.18M +$763K +2,183 +180%
PWP
664
Private Wealth Partners
California
$1.18M -$17.5K -50 -1%
DADC
665
D.A. Davidson & Co
Montana
$1.17M +$38.5K +110 +3%
BTWM
666
Baker Tilly Wealth Management
Wisconsin
$1.15M -$2.25M -6,439 -66%
EWA
667
Exencial Wealth Advisors
Oklahoma
$1.15M -$135K -385 -10%
FFWA
668
FRG Family Wealth Advisors
Washington
$1.14M +$10.5K +30 +0.9%
SVWAG
669
Sound View Wealth Advisors Group
Georgia
$1.14M +$79K +226 +7%
MFA
670
Mayflower Financial Advisors
Massachusetts
$1.14M -$149K -425 -0.1%
NFG
671
Nations Financial Group
Iowa
$1.14M +$50.7K +145 +5%
AP
672
Appleton Partners
Massachusetts
$1.13M -$122K -349 -10%
KPWS
673
Kestra Private Wealth Services
Texas
$1.11M +$483K +1,381 +76%
CAM
674
Cubic Asset Management
Massachusetts
$1.11M
QIM
675
Quantitative Investment Management
Virginia
$1.1M -$2.09M -5,974 -65%

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.