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Vertex Pharmaceuticals

1,222 hedge funds and large institutions have $68B invested in Vertex Pharmaceuticals in 2022 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 435 increasing their positions, 440 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 64

9% more funds holding

Funds holding: 1,1241,222 (+98)

8% more call options, than puts

Call options by funds: $420M | Put options by funds: $390M

0.72% less ownership

Funds ownership: 93.07%92.35% (-0.72%)

1% less capital invested

Capital invested by funds: $68.6B → $68B (-$591M)

1% less repeat investments, than reductions

Existing positions increased: 435 | Existing positions reduced: 440

30% less funds holding in top 10

Funds holding in top 10: 4028 (-12)

Holders
1,222
Holders Change
+98
Holders Change %
+8.72%
% of All Funds
19.64%
Holding in Top 10
28
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-30%
% of All Funds
0.45%
New
186
Increased
435
Reduced
440
Closed
64
Calls
$420M
Puts
$390M
Net Calls
+$29.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$7B -$305M -1,001,623 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.22B +$126M +414,567 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.16B +$152M +500,268 +3%
Capital World Investors
4
Capital World Investors
California
$3.69B +$74.5M +244,327 +2%
State Street
5
State Street
Massachusetts
$3.57B +$23.1M +75,639 +0.6%
AllianceBernstein
6
AllianceBernstein
Tennessee
$2.62B -$23.1M -75,936 -0.8%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.97B -$366M -1,201,759 -15%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.59B +$192M +630,721 +13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.55B +$33.8M +111,052 +2%
Jennison Associates
10
Jennison Associates
New York
$1.48B +$110M +359,719 +8%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$1.36B -$140M -460,287 -9%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$1.19B -$71.7M -235,176 -5%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$1.09B -$122M -399,220 -10%
Ameriprise
14
Ameriprise
Minnesota
$1.03B -$141M -463,346 -11%
ClearBridge Investments
15
ClearBridge Investments
New York
$1.01B -$126M -414,736 -11%
UBS AM
16
UBS AM
Illinois
$846M -$69.9M -229,276 -7%
Northern Trust
17
Northern Trust
Illinois
$823M -$11.1M -36,439 -1%
Morgan Stanley
18
Morgan Stanley
New York
$745M +$195M +640,899 +33%
Bank of America
19
Bank of America
North Carolina
$721M -$9.26M -30,395 -1%
Norges Bank
20
Norges Bank
Norway
$708M +$49.7M +163,049 +7%
Renaissance Technologies
21
Renaissance Technologies
New York
$649M +$32.9M +107,867 +5%
Amundi
22
Amundi
France
$623M +$92.9M +304,875 +17%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$601M +$253K +829 +0%
Legal & General Group
24
Legal & General Group
United Kingdom
$587M -$31.9M -104,734 -5%
Deutsche Bank
25
Deutsche Bank
Germany
$535M +$7.81M +25,625 +1%

VRTX Hedge Fund Activity: Q4 2022 in Review

1,222 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vertex Pharmaceuticals (VRTX) for Q4 2022, worth a combined $68B — down 0.86% from $68.6B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new VRTX positions and 64 closed out — a net gain of 122 holders — while 435 added to existing stakes and 440 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $195M. The largest seller was Janus Henderson Group, cutting an estimated $493M.

  • 1,222 institutional investors held Vertex Pharmaceuticals (VRTX) as of Q4 2022, up from 1,124 in Q3 2022.
  • Funds reported $68B of Vertex Pharmaceuticals stock for Q4 2022, down 0.86% quarter-over-quarter.
  • 186 funds opened new Vertex Pharmaceuticals positions in Q4 2022 and 64 closed out, a net change of +122 holders.
  • The largest Vertex Pharmaceuticals buyer in Q4 2022 was Morgan Stanley, an estimated $195M added.
  • The largest Vertex Pharmaceuticals seller in Q4 2022 was Janus Henderson Group, an estimated $493M sold.

Based on aggregated 13F filings for Q4 2022.