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Vertex Pharmaceuticals

856 hedge funds and large institutions have $58.4B invested in Vertex Pharmaceuticals in 2020 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 331 increasing their positions, 275 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more funds holding in top 10

Funds holding in top 10: 1832 (+14)

57% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 86

20% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 275

16% more call options, than puts

Call options by funds: $306M | Put options by funds: $264M

9% more capital invested

Capital invested by funds: $53.4B → $58.4B (+$4.96B)

5% more funds holding

Funds holding: 814856 (+42)

0.2% less ownership

Funds ownership: 94.94%94.74% (-0.2%)

Holders
856
Holders Change
+42
Holders Change %
+5.16%
% of All Funds
18.86%
Holding in Top 10
32
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+77.78%
% of All Funds
0.71%
New
135
Increased
331
Reduced
275
Closed
86
Calls
$306M
Puts
$264M
Net Calls
+$42.4M
Net Calls Change
+$61.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
726
Arrow Financial
New York
$79K +$3.44K +15 +5%
EI
727
Ellevest Inc
New York
$79K +$25.5K +111 +50%
1W
728
1776 Wealth
Georgia
$79K +$44.7K +195 +127%
TFO
729
Tarbox Family Office
California
$76K
SSB
730
Sandy Spring Bank
Maryland
$75K +$3.21K +14 +5%
ZB
731
Zions Bancorporation
Utah
$74K -$17.7K -77 -20%
AIC
732
Ameritas Investment Company
Nebraska
$72K +$43.6K +190 +171%
CYG
733
Clean Yield Group
Vermont
$71K
FGAM
734
Financial Gravity Asset Management
Texas
$70.6K -$47.3K -206 -41%
WTC
735
WhitTier Trust Company
Nevada
$68K
HMS
736
Hanseatic Management Services
New Mexico
$67K
CFA
737
Carroll Financial Associates
North Carolina
$67K +$4.59K +20 +8%
PA
738
Procyon Advisors
Connecticut
$65K
FHA
739
First Horizon Advisors
Tennessee
$63K +$7.8K +34 +14%
LWA
740
Lenox Wealth Advisors
New York
$62K
OSAM
741
O'Shaughnessy Asset Management
Connecticut
$61K -$54.8K -239 -48%
JCM
742
Jacobi Capital Management
Pennsylvania
$60K +$37.6K +164 +189%
CLOS
743
Compagnie Lombard Odier SCmA
Switzerland
$59K +$57.3K +250 New
PCM
744
Pinz Capital Management
New York
$57K +$55.1K +240 New
PAI
745
Pittenger & Anderson Inc
Nebraska
$56K +$4.59K +20 +9%
DWA
746
Dougherty Wealth Advisers
Minnesota
$53K
EDRH
747
Edmond de Rothschild Holding
Switzerland
$51K
Credit Agricole
748
Credit Agricole
France
$48K
LWM
749
Lenox Wealth Management
Ohio
$47K +$2.06K +9 +5%
AA
750
Advisory Alpha
Michigan
$45.5K

VRTX Hedge Fund Activity: Q1 2020 in Review

856 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vertex Pharmaceuticals (VRTX) for Q1 2020, worth a combined $58.4B — up 9.3% from $53.4B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new VRTX positions and 86 closed out — a net gain of 49 holders — while 331 added to existing stakes and 275 trimmed.

The largest buyer was Capital World Investors, adding an estimated $455M. The largest seller was T. Rowe Price Associates, cutting an estimated $666M.

  • 856 institutional investors held Vertex Pharmaceuticals (VRTX) as of Q1 2020, up from 814 in Q4 2019.
  • Funds reported $58.4B of Vertex Pharmaceuticals stock for Q1 2020, up 9.3% quarter-over-quarter.
  • 135 funds opened new Vertex Pharmaceuticals positions in Q1 2020 and 86 closed out, a net change of +49 holders.
  • The largest Vertex Pharmaceuticals buyer in Q1 2020 was Capital World Investors, an estimated $455M added.
  • The largest Vertex Pharmaceuticals seller in Q1 2020 was T. Rowe Price Associates, an estimated $666M sold.

Based on aggregated 13F filings for Q1 2020.