UBS O'Connor’s Ardelyx ARDX Stock Holding History

UBS O'Connor’s Portfolio ARDX Stock Details ARDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-120,000	Closed	-$3K	–	338
2024 Q4	$3K	Buy	+120,000	New	+$663K	﹤0.01%	410
2024 Q1	–	Sell	-150,000	Closed	-$37.5K	–	521
2023 Q4	$37.5K	Hold	150,000	–	–	﹤0.01%	430
2023 Q3	$46.3K	Buy	+150,000	New	+$585K	﹤0.01%	493

Other funds holding ARDX

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS O'Connor's ARDX Position: Q1 2025 in Review

UBS O'Connor sold out of Ardelyx (ARDX) in Q1 2025, closing a stake of 49,701 shares — an estimated $252K sold.

UBS O'Connor first reported a position in ARDX in Q2 2018 and held it in 9 quarters. The position peaked at $2.22M in Q2 2018. 221 funds tracked by Wall St. Rank hold ARDX as of Q1 2025.

UBS O'Connor reported no remaining Ardelyx position as of Q1 2025 after selling out during the quarter.
UBS O'Connor sold 49,701 Ardelyx shares in Q1 2025, an estimated $252K.
UBS O'Connor first reported a position in Ardelyx in Q2 2018 and held it in 9 quarters.
UBS O'Connor's Ardelyx position peaked at $2.22M in Q2 2018.
221 funds tracked by Wall St. Rank held Ardelyx as of Q1 2025.

Based on UBS O'Connor's 13F filing for Q1 2025, filed 15 May 2025.