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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
FAM
726
Formidable Asset Management
Ohio
$912K +$62.6K +179 +7%
ATC
727
Argent Trust Co
Tennessee
$896K +$31.5K +90 +4%
RWB
728
RMR Wealth Builders
New Jersey
$894K +$900K +2,572 New
CG
729
Caprock Group
Idaho
$893K +$15.4K +44 +2%
WPC
730
Wedmont Private Capital
Pennsylvania
$889K +$82.2K +235 +10%
HF
731
HRT Financial
New York
$883K -$445K -1,272 -33%
MPPLM
732
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$880K +$149K +426 +20%
RGF
733
Retirement Guys Formula
Ohio
$872K +$877K +2,507 New
MCM
734
MAI Capital Management
Ohio
$871K -$126K -361 -13%
MFS
735
Monetta Financial Services
Illinois
$869K
IIM
736
Intact Investment Management
Quebec, Canada
$869K +$175K +500 +25%
IWP
737
Icon Wealth Partners
Texas
$868K -$13.3K -38 -1%
AWA
738
Aaron Wealth Advisors
Illinois
$868K +$5.25K +15 +0.6%
WFI
739
West Family Investments
California
$867K
ECM
740
Evergreen Capital Management
Washington
$854K -$3.85K -11 -0.4%
NL
741
NVWM LLC
Pennsylvania
$852K +$3.15K +9 +0.4%
MWC
742
MBM Wealth Consultants
Missouri
$846K +$28.3K +81 +4%
MAP
743
Moody Aldrich Partners
Massachusetts
$833K +$837K +2,393 New
ZF
744
Zhang Financial
Michigan
$829K +$324K +927 +64%
SF
745
Symphony Financial
Texas
$821K -$286K -819 -26%
STA
746
Summit Trail Advisors
New York
$820K +$242K +692 +42%
TA
747
TFB Advisors
Kansas
$818K -$11.9K -34 -1%
MC
748
Machina Capital
France
$816K +$821K +2,348 New
DWT
749
Dorsey & Whitney Trust
South Dakota
$815K +$4.2K +12 +0.5%
PSP
750
Principal Street Partners
Tennessee
$812K -$40.9K -117 -5%

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.