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Vertex Pharmaceuticals

1,033 hedge funds and large institutions have $50.2B invested in Vertex Pharmaceuticals in 2021 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 336 increasing their positions, 368 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 87

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

23% more call options, than puts

Call options by funds: $673M | Put options by funds: $547M

20% more capital invested

Capital invested by funds: $41.8B → $50.2B (+$8.37B)

11% more funds holding

Funds holding: 9331,033 (+100)

1.32% more ownership

Funds ownership: 89.26%90.57% (+1.3%)

9% less repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 368

Holders
1,033
Holders Change
+100
Holders Change %
+10.72%
% of All Funds
15.9%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
201
Increased
336
Reduced
368
Closed
87
Calls
$673M
Puts
$547M
Net Calls
+$126M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1001
Anchor Investment Management
South Carolina
$2.2K
LTI
1002
Laffer Tengler Investments
Tennessee
$2.2K
SSB
1003
Sandy Spring Bank
Maryland
$2K -$19.4K -100 -93%
ANBT
1004
American National Bank & Trust
Texas
$2K
CMBA
1005
C.M. Bidwell & Associates
Hawaii
$2K
Kayne Anderson Rudnick Investment Management
1006
Kayne Anderson Rudnick Investment Management
California
$2K
TFGT
1007
TS Financial Group (TSFG)
Illinois
$2K
BEI
1008
Benjamin Edwards Inc
Missouri
$2K +$583 +3 +60%
DHGWA
1009
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K +$1.75K +9 New
HS
1010
Horan Securities
United States
$2K +$1.75K +9 New
SC
1011
Schubert & Co
Texas
$2K +$1.75K +9 New
BBPWM
1012
Blue Bell Private Wealth Management
Pennsylvania
$2K +$1.95K +10 New
CFCI
1013
Comprehensive Financial Consultants Institutional
Indiana
$2K +$1.95K +10 New
MAM
1014
McCarthy Asset Management
California
$2K +$2.14K +11 New
FGAM
1015
Financial Gravity Asset Management
Texas
$1.62K +$555K +2,853 +40,757%
BIM
1016
Baldwin Investment Management
Pennsylvania
$1.47K +$126K +649 +11%
ACA
1017
Atlas Capital Advisors
Wyoming
$1.1K
NSIM
1018
North Star Investment Management
Illinois
$1K -$13.6K -70 -93%
EBA
1019
Eagle Bay Advisors
New York
$1K -$9.92K -51 -98%
ODG
1020
O'Dell Group
Ohio
$1K
SIS
1021
Sound Income Strategies
Florida
$1K
SWM
1022
Sugarloaf Wealth Management
Georgia
$1K
RG
1023
Retirement Group
California
$1K +$194 +1 +33%
CAL
1024
Capital Advisors Ltd
Ohio
$1K +$583 +3 New
RCM
1025
Raleigh Capital Management
North Carolina
$1K +$778 +4 New

VRTX Hedge Fund Activity: Q4 2021 in Review

1,033 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vertex Pharmaceuticals (VRTX) for Q4 2021, worth a combined $50.2B — up 20% from $41.8B a quarter earlier.

Buyers outnumbered sellers: 201 funds opened new VRTX positions and 87 closed out — a net gain of 114 holders — while 336 added to existing stakes and 368 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $820M. The largest seller was Capital International Investors, cutting an estimated $374M.

  • 1,033 institutional investors held Vertex Pharmaceuticals (VRTX) as of Q4 2021, up from 933 in Q3 2021.
  • Funds reported $50.2B of Vertex Pharmaceuticals stock for Q4 2021, up 20% quarter-over-quarter.
  • 201 funds opened new Vertex Pharmaceuticals positions in Q4 2021 and 87 closed out, a net change of +114 holders.
  • The largest Vertex Pharmaceuticals buyer in Q4 2021 was Fidelity Investments, an estimated $820M added.
  • The largest Vertex Pharmaceuticals seller in Q4 2021 was Capital International Investors, an estimated $374M sold.

Based on aggregated 13F filings for Q4 2021.