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Vertex Pharmaceuticals

708 hedge funds and large institutions have $41.8B invested in Vertex Pharmaceuticals in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 287 increasing their positions, 238 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 238

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

0.38% less ownership

Funds ownership: 96.3%95.92% (-0.38%)

8% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 71

1% less funds holding

Funds holding: 716708 (-8)

8% less capital invested

Capital invested by funds: $45.2B → $41.8B (-$3.4B)

18% less call options, than puts

Call options by funds: $253M | Put options by funds: $307M

Holders
708
Holders Change
-8
Holders Change %
-1.12%
% of All Funds
15.52%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
65
Increased
287
Reduced
238
Closed
71
Calls
$253M
Puts
$307M
Net Calls
-$54M
Net Calls Change
-$86.1M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.45B +$248M +1,404,232 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.19B +$5.68M +32,099 +0.1%
BlackRock
3
BlackRock
New York
$3.57B +$64.7M +365,452 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.38B +$47.1M +266,379 +1%
State Street
5
State Street
Massachusetts
$1.92B -$10.7M -60,634 -0.5%
Capital World Investors
6
Capital World Investors
California
$1.79B -$153M -862,721 -8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.4B -$2.67M -15,065 -0.2%
Jennison Associates
8
Jennison Associates
New York
$1.01B -$64.9M -366,718 -6%
Renaissance Technologies
9
Renaissance Technologies
New York
$982M +$43M +243,300 +4%
AllianceBernstein
10
AllianceBernstein
Tennessee
$979M +$122M +686,812 +13%
ClearBridge Investments
11
ClearBridge Investments
New York
$850M -$28.7M -161,981 -3%
Invesco
12
Invesco
Georgia
$620M -$71.5M -403,977 -10%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$585M +$19.2M +108,297 +3%
JP Morgan Chase
14
JP Morgan Chase
New York
$572M -$170M -959,889 -22%
Capital International Investors
15
Capital International Investors
California
$512M +$21.8K +123 +0%
Northern Trust
16
Northern Trust
Illinois
$500M +$1.49M +8,440 +0.3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$437M +$609K +3,444 +0.1%
Norges Bank
18
Norges Bank
Norway
$404M
Ameriprise
19
Ameriprise
Minnesota
$403M -$11.1M -62,955 -3%
HL
20
Harding Loevner
New Jersey
$394M +$280M +1,582,711 +214%
WRF
21
Waddell & Reed Financial
Kansas
$379M +$854K +4,829 +0.2%
N
22
Nuveen
North Carolina
$350M -$42.5M -240,152 -10%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$317M +$145M +822,331 +78%
Goldman Sachs
24
Goldman Sachs
New York
$273M -$61.9M -350,181 -18%
DZ Bank
25
DZ Bank
Germany
$255M +$18M +102,011 +7%

VRTX Hedge Fund Activity: Q3 2019 in Review

708 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Vertex Pharmaceuticals (VRTX) for Q3 2019, worth a combined $41.8B — down 7.5% from $45.2B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of VRTX and 65 opened new positions — a net loss of 6 holders — while 238 trimmed existing stakes and 287 added.

The largest buyer was Harding Loevner, adding an estimated $280M. The largest seller was JP Morgan Chase, cutting an estimated $170M.

  • 708 institutional investors held Vertex Pharmaceuticals (VRTX) as of Q3 2019, down from 716 in Q2 2019.
  • Funds reported $41.8B of Vertex Pharmaceuticals stock for Q3 2019, down 7.5% quarter-over-quarter.
  • 65 funds opened new Vertex Pharmaceuticals positions in Q3 2019 and 71 closed out, a net change of -6 holders.
  • The largest Vertex Pharmaceuticals buyer in Q3 2019 was Harding Loevner, an estimated $280M added.
  • The largest Vertex Pharmaceuticals seller in Q3 2019 was JP Morgan Chase, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2019.