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Ultragenyx Pharmaceutical

163 hedge funds and large institutions have $2.01B invested in Ultragenyx Pharmaceutical in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

5.93% more ownership

Funds ownership: 95.61%101.54% (+5.9%)

6% more funds holding

Funds holding: 154163 (+9)

7% less capital invested

Capital invested by funds: $2.16B → $2.01B (-$158M)

38% less call options, than puts

Call options by funds: $5.25M | Put options by funds: $8.42M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
3.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
58
Reduced
47
Closed
21
Calls
$5.25M
Puts
$8.42M
Net Calls
-$3.17M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
Teachers Advisors
New York
$8.78M +$954K +19,458 +11%
Deutsche Bank
27
Deutsche Bank
Germany
$8.52M -$8.75M -178,443 -49%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$8.15M -$341K -6,955 -4%
Charles Schwab
29
Charles Schwab
California
$8M -$438K -8,931 -5%
RSCM
30
Rock Springs Capital Management
Maryland
$7.56M
Legal & General Group
31
Legal & General Group
United Kingdom
$7.07M +$6.59M +134,407 +750%
TCM
32
Tekla Capital Management
Massachusetts
$6.89M
TCIM
33
TIAA CREF Investment Management
New York
$6.49M +$1.16M +23,589 +20%
PC
34
Pier Capital
Connecticut
$5.83M +$6.16M +125,728 New
Millennium Management
35
Millennium Management
New York
$5.74M +$1.83M +37,315 +43%
HRCM
36
Hood River Capital Management
Florida
$5.71M +$436K +8,897 +8%
Adage Capital Partners
37
Adage Capital Partners
Massachusetts
$4.99M -$3.97M -81,000 -43%
CIS
38
Capital International Sarl
California
$4.96M -$1.05M -21,470 -17%
CBT
39
Capital Bank & Trust
California
$4.83M -$847K -17,273 -14%
Hudson Bay Capital Management
40
Hudson Bay Capital Management
Connecticut
$4.64M +$4.9M +100,000 New
RPAM
41
Rhenman & Partners Asset Management
Sweden
$4.41M -$245K -5,000 -5%
Morgan Stanley
42
Morgan Stanley
New York
$4.39M +$583K +11,890 +14%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$4.33M +$2.13M +43,400 +87%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$4.28M +$4.53M +92,328 New
OM
45
Opaleye Management
Massachusetts
$4.17M +$4.41M +90,000 New
EAM
46
Eventide Asset Management
Massachusetts
$4.05M
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$3.76M +$2M +40,700 +101%
GH
48
GAM Holding
Switzerland
$3.62M
CS
49
Candriam SCA
Luxembourg
$3.43M +$686K +14,000 +23%
CWG
50
C WorldWide Group
Denmark
$3.31M -$307K -6,251 -8%

RARE Hedge Fund Activity: Q4 2017 in Review

163 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q4 2017, worth a combined $2.01B — down 7.3% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new RARE positions and 21 closed out — a net gain of 9 holders — while 58 added to existing stakes and 47 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $43.9M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $27.3M sold.

  • 163 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q4 2017, up from 154 in Q3 2017.
  • Funds reported $2.01B of Ultragenyx Pharmaceutical stock for Q4 2017, down 7.3% quarter-over-quarter.
  • 30 funds opened new Ultragenyx Pharmaceutical positions in Q4 2017 and 21 closed out, a net change of +9 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q4 2017 was Capital Research Global Investors, an estimated $43.9M added.
  • The largest Ultragenyx Pharmaceutical seller in Q4 2017 was Eagle Asset Management, an estimated $27.3M sold.

Based on aggregated 13F filings for Q4 2017.