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Vertex Pharmaceuticals

522 hedge funds and large institutions have $25.8B invested in Vertex Pharmaceuticals in 2017 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 186 increasing their positions, 185 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 38

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

48% more capital invested

Capital invested by funds: $17.4B → $25.8B (+$8.39B)

8% more funds holding

Funds holding: 483522 (+39)

1% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 185

0.29% less ownership

Funds ownership: 95.29%95% (-0.29%)

1% less call options, than puts

Call options by funds: $257M | Put options by funds: $259M

Holders
522
Holders Change
+39
Holders Change %
+8.07%
% of All Funds
12.99%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
86
Increased
186
Reduced
185
Closed
38
Calls
$257M
Puts
$259M
Net Calls
-$2.22M
Net Calls Change
+$3.68M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.51B +$98.5M +1,118,318 +5%
BlackRock
2
BlackRock
New York
$2.1B +$1.63B +18,558,874 +2,699%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.06B -$108M -1,232,140 -6%
Capital World Investors
4
Capital World Investors
California
$1.96B -$252M -2,857,200 -14%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.94B +$251M +2,845,775 +19%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.8B +$49.4M +560,796 +4%
State Street
7
State Street
Massachusetts
$1.31B +$21M +239,017 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.02B -$109M -1,235,572 -12%
ClearBridge Investments
9
ClearBridge Investments
New York
$957M +$9.27M +105,260 +1%
Ameriprise
10
Ameriprise
Minnesota
$901M -$41.2M -468,434 -5%
Goldman Sachs
11
Goldman Sachs
New York
$400M -$19.9M -226,338 -6%
WRF
12
Waddell & Reed Financial
Kansas
$397M -$18.9M -214,602 -6%
Invesco
13
Invesco
Georgia
$321M +$2.63M +29,887 +1%
Northern Trust
14
Northern Trust
Illinois
$296M +$5.23M +59,428 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$255M +$16.8M +191,154 +9%
O
16
OrbiMed
New York
$237M +$863K +9,800 +0.5%
Norges Bank
17
Norges Bank
Norway
$235M +$37M +420,366 +24%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$228M +$494K +5,611 +0.3%
Wells Fargo
19
Wells Fargo
California
$200M +$26.6M +301,675 +20%
MNA
20
Manning & Napier Advisors
New York
$193M -$31.8M -361,601 -17%
TCIM
21
TIAA CREF Investment Management
New York
$177M +$28.3M +321,513 +25%
AAMU
22
Amundi Asset Management US
Massachusetts
$166M +$25.8M +292,664 +24%
BB
23
BB Biotech
Switzerland
$159M +$3.52M +40,000 +3%
Jennison Associates
24
Jennison Associates
New York
$156M +$11.1M +125,744 +10%
UBS AM
25
UBS AM
Illinois
$149M -$76.6M -869,983 -39%

VRTX Hedge Fund Activity: Q1 2017 in Review

522 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vertex Pharmaceuticals (VRTX) for Q1 2017, worth a combined $25.8B — up 48% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VRTX positions and 38 closed out — a net gain of 48 holders — while 186 added to existing stakes and 185 trimmed.

The largest buyer was BlackRock, adding an estimated $1.63B. The largest seller was Capital World Investors, cutting an estimated $252M.

  • 522 institutional investors held Vertex Pharmaceuticals (VRTX) as of Q1 2017, up from 483 in Q4 2016.
  • Funds reported $25.8B of Vertex Pharmaceuticals stock for Q1 2017, up 48% quarter-over-quarter.
  • 86 funds opened new Vertex Pharmaceuticals positions in Q1 2017 and 38 closed out, a net change of +48 holders.
  • The largest Vertex Pharmaceuticals buyer in Q1 2017 was BlackRock, an estimated $1.63B added.
  • The largest Vertex Pharmaceuticals seller in Q1 2017 was Capital World Investors, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2017.