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Vertex Pharmaceuticals

403 hedge funds and large institutions have $16.8B invested in Vertex Pharmaceuticals in 2013 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 156 increasing their positions, 133 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 37

72% more call options, than puts

Call options by funds: $361M | Put options by funds: $210M

17% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 133

7% more funds holding

Funds holding: 376403 (+27)

2% less capital invested

Capital invested by funds: $17.1B → $16.8B (-$266M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
403
Holders Change
+27
Holders Change %
+7.18%
% of All Funds
13.07%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
67
Increased
156
Reduced
133
Closed
37
Calls
$361M
Puts
$210M
Net Calls
+$151M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.9B +$85M +1,068,200 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B +$306M +3,842,902 +33%
Jennison Associates
3
Jennison Associates
New York
$1.06B -$259M -3,254,728 -19%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$918M -$98.8M -1,241,549 -9%
State Street
5
State Street
Massachusetts
$703M +$174M +2,192,814 +31%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$685M -$50.5M -634,412 -7%
JP Morgan Chase
7
JP Morgan Chase
New York
$578M +$59.6M +748,645 +11%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$523M +$25.2M +316,258 +5%
Goldman Sachs
9
Goldman Sachs
New York
$482M -$30.9M -388,244 -6%
BIT
10
BlackRock Institutional Trust
California
$461M +$19.8M +249,358 +4%
Ameriprise
11
Ameriprise
Minnesota
$452M +$109M +1,375,662 +30%
ClearBridge Investments
12
ClearBridge Investments
New York
$446M +$22.7M +285,231 +5%
BFA
13
BlackRock Fund Advisors
California
$363M -$172M -2,163,705 -31%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$285M -$18.2M -229,086 -6%
O
15
OppenheimerFunds
New York
$269M -$1.45M -18,250 -0.5%
Lazard Asset Management
16
Lazard Asset Management
New York
$257M -$20.8M -260,763 -7%
WRF
17
Waddell & Reed Financial
Kansas
$241M +$21.3M +267,500 +9%
Invesco
18
Invesco
Georgia
$235M +$18.4M +231,466 +8%
Northern Trust
19
Northern Trust
Illinois
$228M +$53.7M +675,024 +29%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$220M +$17.8M +223,252 +8%
Adage Capital Partners
21
Adage Capital Partners
Massachusetts
$217M -$16.6M -209,213 -7%
JHIU
22
Janus Henderson Investors US
Colorado
$183M -$213M -2,676,803 -53%
BG
23
BlackRock Group
United Kingdom
$154M +$51.9M +652,783 +47%
Wells Fargo
24
Wells Fargo
California
$152M +$8.22M +103,266 +5%
AllianceBernstein
25
AllianceBernstein
Tennessee
$151M -$39.1M -491,244 -20%