We are live on ! Find out more
VRTX icon

Vertex Pharmaceuticals

976 hedge funds and large institutions have $46.7B invested in Vertex Pharmaceuticals in 2021 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 397 increasing their positions, 335 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 335

6% more call options, than puts

Call options by funds: $757M | Put options by funds: $713M

0.99% less ownership

Funds ownership: 91.05%90.06% (-0.99%)

10% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 125

2% less funds holding

Funds holding: 999976 (-23)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

8% less capital invested

Capital invested by funds: $50.7B → $46.7B (-$3.95B)

Holders
976
Holders Change
-23
Holders Change %
-2.3%
% of All Funds
16.99%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
113
Increased
397
Reduced
335
Closed
125
Calls
$757M
Puts
$713M
Net Calls
+$43.6M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
801
Kings Point Capital Management
New York
$101K
JCM
802
Jacobi Capital Management
Pennsylvania
$95K +$29.3K +140 +42%
TAIM
803
TD Ameritrade Investment Management
Nebraska
$92K +$95.6K +457 New
CWM
804
Cedar Wealth Management
California
$90K +$92.9K +444 New
CFA
805
Carroll Financial Associates
North Carolina
$85K +$2.09K +10 +2%
MPWT
806
MassMutual Private Wealth & Trust
Connecticut
$84K -$6.28K -30 -7%
FA
807
Financial Avengers
California
$81K -$75.5K -361 -47%
LFM
808
Lumina Fund Management
New York
$81K +$83.7K +400 New
NR
809
Newfound Research
Massachusetts
$78K +$7.74K +37 +11%
CLOS
810
Compagnie Lombard Odier SCmA
Switzerland
$76K +$27.2K +130 +52%
CCM
811
Covington Capital Management
California
$74K +$56.3K +269 +269%
MA
812
MUFG Americas
New York
$72K
KFS
813
Kelly Financial Services
Massachusetts
$72K +$3.02M +14,445 +20,063%
RBC
814
Roble Belko & Company
Pennsylvania
$71K
AWM
815
Atticus Wealth Management
Florida
$70K -$289K -1,380 -80%
LWCFA
816
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$69K +$71.1K +340 New
CI
817
CX Institutional
Indiana
$67K -$13.4K -64 -16%
PFBT
818
Parkside Financial Bank & Trust
Missouri
$64K +$4.39K +21 +7%
LWM
819
Liberty Wealth Management
California
$63K -$2.72K -13 -4%
AF
820
Arrow Financial
New York
$63K
CWC
821
Carolinas Wealth Consulting
North Carolina
$63K
BDWM
822
Brewin Dolphin Wealth Management
Ireland
$60.7K
PCH
823
Polar Capital Holdings
United Kingdom
$60.5K -$5.23M -25,000 -8%
LJHT
824
Laurie J. Hall Trustee
$60K
MMG
825
Monetary Management Group
Missouri
$60K

VRTX Hedge Fund Activity: Q2 2021 in Review

976 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vertex Pharmaceuticals (VRTX) for Q2 2021, worth a combined $46.7B — down 7.8% from $50.7B a quarter earlier.

Sellers outnumbered buyers: 125 funds closed out of VRTX and 113 opened new positions — a net loss of 12 holders — while 335 trimmed existing stakes and 397 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $429M. The largest seller was Fidelity Investments, cutting an estimated $907M.

  • 976 institutional investors held Vertex Pharmaceuticals (VRTX) as of Q2 2021, down from 999 in Q1 2021.
  • Funds reported $46.7B of Vertex Pharmaceuticals stock for Q2 2021, down 7.8% quarter-over-quarter.
  • 113 funds opened new Vertex Pharmaceuticals positions in Q2 2021 and 125 closed out, a net change of -12 holders.
  • The largest Vertex Pharmaceuticals buyer in Q2 2021 was Loomis, Sayles & Company, an estimated $429M added.
  • The largest Vertex Pharmaceuticals seller in Q2 2021 was Fidelity Investments, an estimated $907M sold.

Based on aggregated 13F filings for Q2 2021.