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Vertex Pharmaceuticals

971 hedge funds and large institutions have $57B invested in Vertex Pharmaceuticals in 2020 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 388 increasing their positions, 315 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 129

23% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 315

2% more funds holding

Funds holding: 951971 (+20)

1.15% less ownership

Funds ownership: 93.18%92.03% (-1.1%)

14% less capital invested

Capital invested by funds: $66B → $57B (-$9.01B)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

25% less call options, than puts

Call options by funds: $276M | Put options by funds: $370M

Holders
971
Holders Change
+20
Holders Change %
+2.1%
% of All Funds
17.18%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.27%
New
161
Increased
388
Reduced
315
Closed
129
Calls
$276M
Puts
$370M
Net Calls
-$94M
Net Calls Change
-$51.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
51
ARK Investment Management
Florida
$193M +$165M +718,842 +738%
CS
52
Candriam SCA
Luxembourg
$184M +$50.8M +221,408 +40%
DZ Bank
53
DZ Bank
Germany
$171M -$307M -1,337,697 -65%
CS
54
Credit Suisse
Switzerland
$171M +$1.86M +8,107 +1%
MWNA
55
Marshall Wace North America
New York
$169M +$141M +615,362 +619%
Adage Capital Partners
56
Adage Capital Partners
Massachusetts
$161M +$89.7M +391,150 +134%
Victory Capital Management
57
Victory Capital Management
Texas
$155M +$24M +104,471 +19%
Westfield Capital Management
58
Westfield Capital Management
Massachusetts
$154M +$12.9M +56,431 +9%
TD Asset Management
59
TD Asset Management
Ontario, Canada
$142M -$4.21M -18,348 -3%
Assenagon Asset Management
60
Assenagon Asset Management
Luxembourg
$141M +$109M +474,130 +381%
HM
61
HealthCor Management
New York
$138M +$50.7M +220,900 +61%
FAM
62
Fred Alger Management
New York
$133M -$114M -496,000 -47%
AQR Capital Management
63
AQR Capital Management
Connecticut
$129M -$19.2M -83,887 -13%
Public Employees Retirement Association of Colorado
64
Public Employees Retirement Association of Colorado
Colorado
$129M -$26.5M -115,572 -17%
Ensign Peak Advisors
65
Ensign Peak Advisors
Utah
$128M +$9.4M +40,970 +8%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$123M +$538K +2,345 +0.5%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$121M -$6.38M -27,800 -5%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$121M +$71.6M +312,239 +157%
Citigroup
69
Citigroup
New York
$120M +$39.5M +172,180 +52%
Prudential Financial
70
Prudential Financial
New Jersey
$116M -$4.02M -17,532 -3%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$115M +$3.01M +13,126 +3%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$111M +$20.4M +89,028 +23%
Dimensional Fund Advisors
73
Dimensional Fund Advisors
Texas
$107M +$4.35M +18,974 +4%
Barclays
74
Barclays
United Kingdom
$105M +$13.7M +59,702 +15%
Swedbank
75
Swedbank
Sweden
$102M +$100M +436,936 New

VRTX Hedge Fund Activity: Q4 2020 in Review

971 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Vertex Pharmaceuticals (VRTX) for Q4 2020, worth a combined $57B — down 14% from $66B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new VRTX positions and 129 closed out — a net gain of 32 holders — while 388 added to existing stakes and 315 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $693M. The largest seller was Fidelity Investments, cutting an estimated $1.6B.

  • 971 institutional investors held Vertex Pharmaceuticals (VRTX) as of Q4 2020, up from 951 in Q3 2020.
  • Funds reported $57B of Vertex Pharmaceuticals stock for Q4 2020, down 14% quarter-over-quarter.
  • 161 funds opened new Vertex Pharmaceuticals positions in Q4 2020 and 129 closed out, a net change of +32 holders.
  • The largest Vertex Pharmaceuticals buyer in Q4 2020 was Wellington Management Group, an estimated $693M added.
  • The largest Vertex Pharmaceuticals seller in Q4 2020 was Fidelity Investments, an estimated $1.6B sold.

Based on aggregated 13F filings for Q4 2020.