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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
HI
751
Humankind Investments
New York
$803K -$13.6K -39 -2%
AAM
752
Aureus Asset Management
Massachusetts
$802K
AFG
753
Allegheny Financial Group
Pennsylvania
$802K +$107K +306 +15%
IA
754
IFG Advisory
Georgia
$802K +$806K +2,305 New
SAG
755
SageView Advisory Group
California
$800K +$178K +510 +28%
MSAM
756
Moloney Securities Asset Management
Missouri
$800K -$856K -2,447 -52%
EFI
757
EHP Funds Inc
Canada
$800K +$69.9K +200 +10%
IPAM
758
ICICI Prudential Asset Management
India
$798K +$191K +545 +31%
ACM
759
Arcataur Capital Management
Wisconsin
$796K
SWS
760
SYSTM Wealth Solutions
Illinois
$796K +$145K +415 +22%
KCM
761
Kornitzer Capital Management
Kansas
$795K -$446K -1,275 -36%
VWM
762
Venturi Wealth Management
Texas
$789K +$28.7K +82 +4%
FTDI
763
First Trust Direct Indexing
Massachusetts
$788K +$75.5K +216 +11%
DAS
764
Dynamic Advisor Solutions
Arizona
$782K +$154K +441 +24%
QCG
765
Quadrant Capital Group
Ohio
$781K -$4.9K -14 -0.6%
BFM
766
Boston Financial Management
Massachusetts
$780K +$785K +2,244 New
MPPW
767
Mitchell & Pahl Private Wealth
Oklahoma
$775K -$14.7K -42 -2%
RIG
768
Ramiah Investment Group
Wisconsin
$772K -$197K -564 -20%
RCAG
769
Rehmann Capital Advisory Group
Michigan
$768K
GVAG
770
Great Valley Advisor Group
Delaware
$764K +$208K +594 +37%
EF
771
Empowered Funds
Pennsylvania
$762K +$135K +386 +21%
CCIA
772
Campbell & Co Investment Adviser
Maryland
$759K +$267K +764 +54%
ML
773
McAdam LLC
Pennsylvania
$754K +$1.4K +4 +0.2%
SC
774
Syon Capital
California
$753K +$757K +2,165 New
C
775
Certuity
Florida
$747K +$119K +339 +19%

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.