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Vertex Pharmaceuticals

814 hedge funds and large institutions have $53.4B invested in Vertex Pharmaceuticals in 2019 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 277 increasing their positions, 266 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 41

28% more capital invested

Capital invested by funds: $41.8B → $53.4B (+$11.7B)

15% more funds holding

Funds holding: 708814 (+106)

4% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 266

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

0.98% less ownership

Funds ownership: 95.92%94.94% (-0.98%)

5% less call options, than puts

Call options by funds: $369M | Put options by funds: $388M

Holders
814
Holders Change
+106
Holders Change %
+14.97%
% of All Funds
16.04%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
165
Increased
277
Reduced
266
Closed
41
Calls
$369M
Puts
$388M
Net Calls
-$19.3M
Net Calls Change
+$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
751
Kelly Financial Services
Massachusetts
$15.8K
CP
752
Corbenic Partners
Pennsylvania
$15K +$14K +69 New
DTIM
753
Danda Trouve Investment Management
Kansas
$15K +$14.2K +70 New
CI
754
Cordant Inc
Oregon
$14K +$12.8K +63 New
AAP
755
Arax Advisory Partners
Colorado
$13K +$4.45K +22 +58%
CFFP
756
Center for Financial Planning
Michigan
$13K +$11.9K +59 New
HWM
757
HighMark Wealth Management
Minnesota
$13K +$12.5K +62 New
IWA
758
Intercontinental Wealth Advisors
Texas
$12K
MCM
759
Manchester Capital Management
Vermont
$12K
CI
760
CX Institutional
Indiana
$12K +$810 +4 +8%
AA
761
AlphaMark Advisors
Kentucky
$12K +$3.04K +15 +38%
ED
762
Exane Derivatives
France
$11.7K -$216K -1,066 -96%
TF
763
Tompkins Financial
New York
$11K +$10.1K +50 New
M
764
Mirova
France
$11K +$10.3K +51 New
SWA
765
Sutton Wealth Advisors
Florida
$10.7K
SFSIG
766
San Francisco Sentry Investment Group
California
$10K -$24.7K -122 -73%
AP
767
Arlington Partners
Alabama
$10K +$9.31K +46 New
CCA
768
Column Capital Advisors
Indiana
$10K +$9.71K +48 New
TWA
769
TCI Wealth Advisors
Arizona
$9K +$2.02K +10 +33%
RE
770
RBC Europe
United Kingdom
$8.76K +$8.1K +40 New
HR
771
Howe & Rusling
New York
$8K
TCOV
772
Trust Company of Vermont
Vermont
$7K
LWM
773
Lionsbridge Wealth Management
Florida
$7K +$6.68K +33 New
GDP
774
Great Diamond Partners
Maine
$7K +$6.88K +34 New
ATC
775
Adirondack Trust Company
New York
$6K

VRTX Hedge Fund Activity: Q4 2019 in Review

814 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vertex Pharmaceuticals (VRTX) for Q4 2019, worth a combined $53.4B — up 28% from $41.8B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new VRTX positions and 41 closed out — a net gain of 124 holders — while 277 added to existing stakes and 266 trimmed.

The largest buyer was Capital International Investors, adding an estimated $656M. The largest seller was Invesco, cutting an estimated $519M.

  • 814 institutional investors held Vertex Pharmaceuticals (VRTX) as of Q4 2019, up from 708 in Q3 2019.
  • Funds reported $53.4B of Vertex Pharmaceuticals stock for Q4 2019, up 28% quarter-over-quarter.
  • 165 funds opened new Vertex Pharmaceuticals positions in Q4 2019 and 41 closed out, a net change of +124 holders.
  • The largest Vertex Pharmaceuticals buyer in Q4 2019 was Capital International Investors, an estimated $656M added.
  • The largest Vertex Pharmaceuticals seller in Q4 2019 was Invesco, an estimated $519M sold.

Based on aggregated 13F filings for Q4 2019.