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Vertex Pharmaceuticals

1,438 hedge funds and large institutions have $96.9B invested in Vertex Pharmaceuticals in 2023 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 559 increasing their positions, 481 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 60

32% more funds holding in top 10

Funds holding in top 10: 3141 (+10)

18% more capital invested

Capital invested by funds: $81.9B → $96.9B (+$15B)

16% more repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 481

13% more funds holding

Funds holding: 1,2771,438 (+161)

1.32% more ownership

Funds ownership: 91.37%92.69% (+1.3%)

8% less call options, than puts

Call options by funds: $895M | Put options by funds: $974M

Holders
1,438
Holders Change
+161
Holders Change %
+12.61%
% of All Funds
20.97%
Holding in Top 10
41
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+32.26%
% of All Funds
0.6%
New
242
Increased
559
Reduced
481
Closed
60
Calls
$895M
Puts
$974M
Net Calls
-$79.1M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.07B +$110M +298,824 +1%
BlackRock
2
BlackRock
New York
$8.9B -$260M -704,023 -3%
Capital World Investors
3
Capital World Investors
California
$8.87B +$1.41B +3,824,103 +21%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$5.28B -$510M -1,380,926 -10%
State Street
5
State Street
Massachusetts
$4.92B +$16.4M +44,272 +0.4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$2.86B -$180M -486,718 -6%
Morgan Stanley
7
Morgan Stanley
New York
$2.43B +$1.14B +3,090,809 +108%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$2.4B -$356M -962,654 -14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.3B +$28.6M +77,445 +1%
JP Morgan Chase
10
JP Morgan Chase
New York
$2.29B -$178M -481,587 -8%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$2.13B -$479M -1,297,313 -20%
Jennison Associates
12
Jennison Associates
New York
$1.61B +$54.4M +147,248 +4%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$1.48B -$98.3M -265,992 -7%
Capital Research Global Investors
14
Capital Research Global Investors
California
$1.45B +$72.1M +195,080 +6%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$1.28B -$10.6M -28,616 -0.9%
Norges Bank
16
Norges Bank
Norway
$1.24B +$136M +368,382 +14%
Amundi
17
Amundi
France
$1.14B +$286M +774,696 +40%
Northern Trust
18
Northern Trust
Illinois
$1.09B -$49.1M -132,966 -5%
UBS AM
19
UBS AM
Illinois
$1.06B -$64.2M -173,895 -6%
ClearBridge Investments
20
ClearBridge Investments
New York
$1.05B -$130M -350,609 -12%
Ameriprise
21
Ameriprise
Minnesota
$1.02B -$158M -427,783 -15%
Bank of America
22
Bank of America
North Carolina
$991M +$30.6M +82,919 +4%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$952M +$252M +681,156 +41%
Invesco
24
Invesco
Georgia
$912M +$83.2M +225,327 +11%
Legal & General Group
25
Legal & General Group
United Kingdom
$839M +$7.85M +21,247 +1%

VRTX Hedge Fund Activity: Q4 2023 in Review

1,438 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vertex Pharmaceuticals (VRTX) for Q4 2023, worth a combined $96.9B — up 18% from $81.9B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new VRTX positions and 60 closed out — a net gain of 182 holders — while 559 added to existing stakes and 481 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.41B. The largest seller was Fidelity Investments, cutting an estimated $510M.

  • 1,438 institutional investors held Vertex Pharmaceuticals (VRTX) as of Q4 2023, up from 1,277 in Q3 2023.
  • Funds reported $96.9B of Vertex Pharmaceuticals stock for Q4 2023, up 18% quarter-over-quarter.
  • 242 funds opened new Vertex Pharmaceuticals positions in Q4 2023 and 60 closed out, a net change of +182 holders.
  • The largest Vertex Pharmaceuticals buyer in Q4 2023 was Capital World Investors, an estimated $1.41B added.
  • The largest Vertex Pharmaceuticals seller in Q4 2023 was Fidelity Investments, an estimated $510M sold.

Based on aggregated 13F filings for Q4 2023.