Monitor VRTX for a catalyst that may have driven this Q3 accumulation (e.g., pipeline updates, FDA decisions, or earnings). The 45-day reporting lag means the cluster may have already been unwound; watch for insider buying or recent 13D filings to confirm conviction.
Executive Summary
Three asset managers added to their VRTX positions in Q3 2026, led by a $260M increase from Assenagon Asset Management, while one small seller trimmed.
Key Financial Metrics
Institutional Positions
Net institutional flow: $261.6M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | ADD | +60.5% | $637.5M | $260.2M |
| Wealth Enhancement Advisory Services | ADD | +54.5% | $22.4M | $921.0K |
| Farther Finance Advisors | ADD | +92.4% | $5.0M | $2.5M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Td Waterhouse Canada | TRIM | -30.3% | $6.8M | -$2.0M |
Key Facts
- Three asset managers added VRTX positions totaling $664.8M in current holdings, up $263.6M from prior quarter.
- Assenagon Asset Management was the largest buyer, increasing its stake by $260.2M (+60.5% shares).
- Only one small seller (Td Waterhouse Canada) trimmed $2.0M, a negligible offset.
- All buyers are active asset managers, not passive index funds, strengthening the signal.
Financial Impact
3 institutions accumulated $263.6M in net new VRTX positions while 1 institution reduced holdings by $2.0M, for a net inflow of approximately $261.6M.
Risk Factors
- 13F data is 45+ days stale; positions may have been reduced since quarter-end.
- Only 3 buyers — cluster size is small; not a broad institutional consensus.
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-VRTX-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 3 | $523.93 | awaiting T+5 | — | — |
Oct 20, 2026 6d ago | 8-K | $524.52 | awaiting T+5 | — | — |
Oct 16, 2026 10d ago | Institutional Cluster | $500.36 $517.49 | ▲ +3.42% | ▲ +3.57% | — |
Jul 7, 2026 15w ago | Insider Cluster | $498.43 $477.08 | ▼ −4.28% | ▼ −5.55% | — |
Jul 6, 2026 15w ago | 8-K | $522.25 $476.31 | ▼ −8.80% | ▼ −9.35% | — |
Jul 6, 2026 16w ago | Insider Cluster | $522.25 $476.31 | ▼ −8.80% | ▼ −9.35% | — |
Jun 3, 2026 20w ago | Insider Cluster | $441.47 $445.04 | ▲ +0.81% | ▲ +3.36% | — |
May 19, 2026 22w ago | Insider Cluster | $430.05 $447.70 | ▲ +4.10% | ▲ +2.30% | — |
Mar 11, 2026 32w ago | Insider Cluster | $491.96 $451.61 | ▼ −8.20% | ▼ −6.01% | — |
Feb 25, 2026 34w ago | Insider Cluster | $482.92 $476.54 | ▼ −1.32% | ▼ −0.22% | — |
US Market Status
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