We are live on ! Find out more
VRTX icon

Vertex Pharmaceuticals
VRTX

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: 1,285 → 1,277 (-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: 33 → 31 (-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

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$224M
2
First Trust Advisors
First Trust Advisors
Illinois
+$178M
3
Renaissance Technologies
Renaissance Technologies
New York
+$137M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$119M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$109M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$359M
2
Millennium Management
Millennium Management
New York
-$182M
3
VNIM
Vaughan Nelson Investment Management
Texas
-$170M
4
Man Group
Man Group
United Kingdom
-$134M
5
State Street
State Street
Massachusetts
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
801
Alta Wealth Advisors
Massachusetts
$654K -$69.9K -200 -10%
FSA
802
Fort Sheridan Advisors
Illinois
$650K – – –
AF
803
Arrow Financial
New York
$630K +$522K +1,492 +466%
PK
804
Pflug Koory
Nebraska
$630K -$3.5K -10 -0.5%
EI
805
Ellevest Inc
New York
$629K +$81.1K +232 +15%
IAN
806
Integrated Advisors Network
Texas
$629K +$3.15K +9 +0.5%
CNAM
807
Campbell Newman Asset Management
Wisconsin
$628K -$1.4K -4 -0.2%
FFM
808
Forum Financial Management
Illinois
$625K +$3.5K +10 +0.6%
OPW
809
Oxler Private Wealth
New York
$625K – – –
FNBOH
810
First National Bank of Hutchinson
Kansas
$622K +$21.7K +62 +4%
IA
811
IFP Advisors
Florida
$619K -$25.5K -73 -4%
ACA
812
Aptus Capital Advisors
Alabama
$616K +$244K +698 +65%
KCM
813
KRS Capital Management
Michigan
$614K – – –
RMAM
814
Raab & Moskowitz Asset Management
New Jersey
$614K – – –
CBNLCF
815
Cognios Beta Neutral Large Cap Fund
Kansas
$610K -$186K -532 -23%
VIM
816
Vista Investment Management
Pennsylvania
$609K -$8.39K -24 -1%
GTAM
817
Global Trust Asset Management
Florida
$608K -$26.2K -75 -4%
IWM
818
IHT Wealth Management
Illinois
$606K -$21K -60 -3%
GDP
819
Great Diamond Partners
Maine
$604K +$350 +1 +0.1%
TNBTD
820
Trustmark National Bank Trust Department
Mississippi
$604K – – –
EWM
821
Evercore Wealth Management
New York
$599K +$699 +2 +0.1%
CC
822
Cannell & Co
New York
$595K – – –
EDRH
823
Edmond de Rothschild Holding
Switzerland
$593K -$51.4K -147 -8%
CI
824
CX Institutional
Indiana
$592K -$8.04K -23 -1%
HCS
825
Himension Capital (Singapore)
Singapore
$587K +$591K +1,689 New
31 32
33
34 35

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.