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Vertex Pharmaceuticals

1,277 hedge funds and large institutions have $81.9B invested in Vertex Pharmaceuticals in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 533 increasing their positions, 459 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 459

9% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 77

6% more call options, than puts

Call options by funds: $674M | Put options by funds: $633M

1% less funds holding

Funds holding: 1,2851,277 (-8)

0.97% less ownership

Funds ownership: 92.34%91.37% (-0.97%)

2% less capital invested

Capital invested by funds: $83.3B → $81.9B (-$1.4B)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

Holders
1,277
Holders Change
-8
Holders Change %
-0.62%
% of All Funds
20.27%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.49%
New
84
Increased
533
Reduced
459
Closed
77
Calls
$674M
Puts
$633M
Net Calls
+$40.6M
Net Calls Change
-$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$7.85B -$82.3M -235,200 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.64B +$30.6M +87,397 +0.4%
Capital World Investors
3
Capital World Investors
California
$6.25B +$224M +641,033 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.99B -$93.8M -268,229 -2%
State Street
5
State Street
Massachusetts
$4.19B -$102M -292,047 -2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$2.62B -$3M -8,578 -0.1%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$2.38B +$31.9M +91,308 +1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$2.27B -$359M -1,027,043 -14%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.12B +$52.6M +150,327 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.94B +$17.9M +51,113 +0.9%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$1.35B -$17.3M -49,327 -1%
Jennison Associates
12
Jennison Associates
New York
$1.32B -$2.79M -7,976 -0.2%
Capital Research Global Investors
13
Capital Research Global Investors
California
$1.17B +$109M +310,908 +10%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$1.1B -$39.1M -111,842 -3%
ClearBridge Investments
15
ClearBridge Investments
New York
$1.02B -$72.8M -208,238 -7%
Ameriprise
16
Ameriprise
Minnesota
$1.02B -$30.1M -86,031 -3%
Morgan Stanley
17
Morgan Stanley
New York
$998M +$31.2M +89,217 +3%
Northern Trust
18
Northern Trust
Illinois
$978M +$46M +131,539 +5%
UBS AM
19
UBS AM
Illinois
$965M -$13.3M -37,932 -1%
Norges Bank
20
Norges Bank
Norway
$930M +$22.7M +64,995 +2%
Bank of America
21
Bank of America
North Carolina
$818M +$4.52M +12,926 +0.6%
Amundi
22
Amundi
France
$721M +$104M +297,580 +18%
Legal & General Group
23
Legal & General Group
United Kingdom
$710M -$31M -88,561 -4%
Invesco
24
Invesco
Georgia
$701M +$23.6M +67,451 +3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$700M +$5.75M +16,439 +0.8%