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Vertex Pharmaceuticals

689 hedge funds and large institutions have $41B invested in Vertex Pharmaceuticals in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 276 increasing their positions, 242 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

24% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 51

14% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 242

1% more funds holding

Funds holding: 680689 (+9)

4% more capital invested

Capital invested by funds: $39.3B → $41B (+$1.68B)

0.28% less ownership

Funds ownership: 95.02%94.74% (-0.28%)

4% less call options, than puts

Call options by funds: $294M | Put options by funds: $306M

Holders
689
Holders Change
+9
Holders Change %
+1.32%
% of All Funds
15.77%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.37%
New
63
Increased
276
Reduced
242
Closed
51
Calls
$294M
Puts
$306M
Net Calls
-$11.8M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.36B -$298M -1,925,016 -7%
BlackRock
2
BlackRock
New York
$3.28B -$89.5M -577,530 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.15B +$34.6M +223,136 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.78B -$144M -927,665 -5%
Capital World Investors
5
Capital World Investors
California
$1.87B +$309M +1,993,107 +22%
State Street
6
State Street
Massachusetts
$1.78B +$70.6M +455,166 +5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.75B -$119M -767,106 -7%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.15B -$189M -1,222,383 -15%
ClearBridge Investments
9
ClearBridge Investments
New York
$1.02B -$60.5M -390,259 -6%
Ameriprise
10
Ameriprise
Minnesota
$988M +$34.2M +220,446 +4%
Jennison Associates
11
Jennison Associates
New York
$861M -$265M -1,712,321 -25%
Renaissance Technologies
12
Renaissance Technologies
New York
$688M +$186M +1,199,700 +42%
Invesco
13
Invesco
Georgia
$645M +$80M +515,949 +16%
Goldman Sachs
14
Goldman Sachs
New York
$570M -$13.8M -89,262 -3%
Northern Trust
15
Northern Trust
Illinois
$476M -$1.04M -6,684 -0.2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$472M +$7.51M +48,459 +2%
Norges Bank
17
Norges Bank
Norway
$402M -$10.8M -69,449 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$396M -$3.32M -21,447 -0.9%
WRF
19
Waddell & Reed Financial
Kansas
$379M -$20.6M -132,591 -6%
Wells Fargo
20
Wells Fargo
California
$355M +$12.8M +82,811 +4%
FAM
21
Fred Alger Management
New York
$333M +$29.6M +191,072 +11%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$319M -$38.8M -249,983 -12%
TCIM
23
TIAA CREF Investment Management
New York
$307M +$29.4M +189,401 +12%
O
24
OrbiMed
New York
$305M -$9.61M -62,000 -3%
PI
25
Putnam Investments
Massachusetts
$298M +$6.07M +39,166 +2%

VRTX Hedge Fund Activity: Q2 2018 in Review

689 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vertex Pharmaceuticals (VRTX) for Q2 2018, worth a combined $41B — up 4.3% from $39.3B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VRTX positions and 51 closed out — a net gain of 12 holders — while 276 added to existing stakes and 242 trimmed.

The largest buyer was Capital World Investors, adding an estimated $309M. The largest seller was T. Rowe Price Associates, cutting an estimated $298M.

  • 689 institutional investors held Vertex Pharmaceuticals (VRTX) as of Q2 2018, up from 680 in Q1 2018.
  • Funds reported $41B of Vertex Pharmaceuticals stock for Q2 2018, up 4.3% quarter-over-quarter.
  • 63 funds opened new Vertex Pharmaceuticals positions in Q2 2018 and 51 closed out, a net change of +12 holders.
  • The largest Vertex Pharmaceuticals buyer in Q2 2018 was Capital World Investors, an estimated $309M added.
  • The largest Vertex Pharmaceuticals seller in Q2 2018 was T. Rowe Price Associates, an estimated $298M sold.

Based on aggregated 13F filings for Q2 2018.