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Ultragenyx Pharmaceutical

165 hedge funds and large institutions have $2.5B invested in Ultragenyx Pharmaceutical in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 39

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

24% more capital invested

Capital invested by funds: $2.01B → $2.5B (+$489M)

1% more funds holding

Funds holding: 163165 (+2)

2.89% less ownership

Funds ownership: 101.54%98.65% (-2.9%)

89% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $9.62M

Holders
165
Holders Change
+2
Holders Change %
+1.23%
% of All Funds
3.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
70
Reduced
39
Closed
21
Calls
$1.03M
Puts
$9.62M
Net Calls
-$8.59M
Net Calls Change
-$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$15.3M +$8.88M +176,425 +142%
Axa
27
Axa
France
$13.5M -$95.9K -1,905 -0.7%
TA
28
Teachers Advisors
New York
$13.1M +$3.39M +67,276 +36%
Charles Schwab
29
Charles Schwab
California
$11.4M +$2.55M +50,615 +29%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$10.4M +$1.42M +28,142 +16%
TCIM
31
TIAA CREF Investment Management
New York
$9.99M +$2.82M +55,921 +40%
RSCM
32
Rock Springs Capital Management
Maryland
$8.82M +$504K +10,000 +6%
TCM
33
Tekla Capital Management
Massachusetts
$7.58M
HRCM
34
Hood River Capital Management
Florida
$6.44M +$153K +3,039 +2%
Hudson Bay Capital Management
35
Hudson Bay Capital Management
Connecticut
$6.12M +$1.01M +20,000 +20%
CBT
36
Capital Bank & Trust
California
$6.09M +$770K +15,284 +15%
Morgan Stanley
37
Morgan Stanley
New York
$5.95M +$1.11M +21,984 +23%
UBS Group
38
UBS Group
Switzerland
$5.82M +$4.55M +90,294 +378%
CIS
39
Capital International Sarl
California
$5.45M
CS
40
Candriam SCA
Luxembourg
$4.64M +$856K +17,000 +23%
OA
41
Omega Advisors
New York
$4.51M +$4.46M +88,500 New
EAM
42
Eventide Asset Management
Massachusetts
$4.46M
OM
43
Opaleye Management
Massachusetts
$4.08M -$504K -10,000 -11%
Swiss National Bank
44
Swiss National Bank
Switzerland
$3.96M +$388K +7,700 +11%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$3.94M -$186K -3,700 -5%
KCM
46
Kornitzer Capital Management
Kansas
$3.69M +$3.64M +72,310 New
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$3.57M -$1.18M -23,400 -25%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$3.46M +$275K +5,465 +9%
ACH
49
ArrowMark Colorado Holdings
Colorado
$3.26M +$3.22M +64,000 New
CWG
50
C WorldWide Group
Denmark
$3.16M -$477K -9,463 -13%

RARE Hedge Fund Activity: Q1 2018 in Review

165 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q1 2018, worth a combined $2.5B — up 24% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RARE positions and 21 closed out — a net gain of 7 holders — while 70 added to existing stakes and 39 trimmed.

The largest buyer was Ameriprise, adding an estimated $58.5M. The largest seller was Royal Bank of Canada, cutting an estimated $13.7M.

  • 165 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q1 2018, up from 163 in Q4 2017.
  • Funds reported $2.5B of Ultragenyx Pharmaceutical stock for Q1 2018, up 24% quarter-over-quarter.
  • 28 funds opened new Ultragenyx Pharmaceutical positions in Q1 2018 and 21 closed out, a net change of +7 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q1 2018 was Ameriprise, an estimated $58.5M added.
  • The largest Ultragenyx Pharmaceutical seller in Q1 2018 was Royal Bank of Canada, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2018.