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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
LSPW
776
Lake Street Private Wealth
Illinois
$742K -$13.3K -38 -2%
GIM
777
Goelzer Investment Management
Indiana
$735K +$59.1K +169 +9%
SWP
778
Strategic Wealth Partners
Ohio
$730K -$15.7K -45 -2%
PMA
779
Prudent Man Advisors
Illinois
$726K -$24.8K -71 -3%
CGL
780
Clarius Group LLC
Washington
$725K -$145K -415 -17%
LSA
781
Leonteq Securities AG
Switzerland
$724K -$96.9K -277 -12%
CAG
782
Csenge Advisory Group
Florida
$719K +$39.9K +114 +6%
GL
783
Graypoint LLC
New York
$713K +$119K +339 +20%
SC
784
Savant Capital
Illinois
$712K +$21.7K +62 +3%
BA
785
Bristlecone Advisors
Washington
$711K -$19.6K -56 -3%
FCM
786
Fourpath Capital Management
Oklahoma
$710K -$19.6K -56 -3%
MC
787
Merlin Capital
Rhode Island
$700K -$10.1K -29 -1%
LFM
788
Lumina Fund Management
New York
$695K
AWM
789
Axxcess Wealth Management
California
$694K +$240K +685 +52%
TSWM
790
Triangle Securities Wealth Management
North Carolina
$692K -$55.6K -159 -7%
AC
791
Avestar Capital
New York
$686K +$8.04K +23 +1%
BBA
792
Baader Bank Aktiengesellschaft
Germany
$686K +$2.1K +6 +0.3%
CG
793
CFO4Life Group
Texas
$685K -$14.7K -42 -2%
ORI
794
Oak Ridge Investments
Illinois
$677K -$87.8K -251 -11%
DT
795
Diversified Trust
Tennessee
$671K -$159K -454 -19%
LFA
796
Legacy Financial Advisors
Kentucky
$670K +$132K +376 +24%
FFA
797
Fragasso Financial Advisors
Pennsylvania
$669K +$2.8K +8 +0.4%
PVI
798
Pine Valley Investments
New Jersey
$662K +$137K +393 +26%
TC
799
Telemus Capital
Michigan
$658K -$1.75K -5 -0.3%
BCM
800
Beck Capital Management
Texas
$658K +$7.34K +21 +1%

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.