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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
EFG
926
Everhart Financial Group
Ohio
$387K +$36.7K +105 +10%
BTW
927
Boston Trust Walden
Massachusetts
$386K
PWPS
928
Pinnacle Wealth Planning Services
Ohio
$384K -$3.15K -9 -0.8%
CC
929
Callan Capital
California
$383K +$19.2K +55 +5%
AR
930
Advisory Research
Illinois
$380K +$2.8K +8 +0.7%
ILI
931
Invesco LLC (Illinois)
Illinois
$379K
AF
932
Allworth Financial
California
$377K +$60.5K +173 +19%
HL
933
HeadInvest LLC
Maine
$373K
RIM
934
Redwood Investment Management
Arizona
$373K +$376K +1,074 New
VCWA
935
Vanguard Capital Wealth Advisors
Colorado
$372K +$66.4K +190 +22%
TA
936
TruWealth Advisors
Louisiana
$371K +$373K +1,067 New
BJL
937
Brighton Jones LLC
Washington
$370K +$15.7K +45 +4%
GC
938
Guidance Capital
Kentucky
$370K +$17.1K +49 +5%
PCS
939
Personal CFO Solutions
New Jersey
$370K +$99.3K +284 +36%
GWANC
940
Guardian Wealth Advisors (North Carolina)
North Carolina
$368K +$4.55K +13 +1%
KMWM
941
Keudell/Morrison Wealth Management
Oregon
$365K -$16.4K -47 -4%
WJWM
942
Williams Jones Wealth Management
New York
$362K +$350 +1 +0.1%
KA
943
Kovack Advisors
Florida
$361K +$26.6K +76 +8%
HA
944
Harfst & Associates
Wyoming
$360K
BCG
945
Breakwater Capital Group
New Jersey
$359K +$12.2K +35 +4%
HCM
946
Howland Capital Management
Massachusetts
$355K -$43.7K -125 -11%
DWM
947
Drive Wealth Management
Utah
$355K +$31.8K +91 +10%
RCWM
948
Royal Capital Wealth Management
Indiana
$354K -$13.3K -38 -4%
AWA
949
Arete Wealth Advisors
Illinois
$354K +$49.7K +142 +16%
PPC
950
Park Place Capital
Alabama
$352K -$72.4K -207 -17%