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Ultragenyx Pharmaceutical

206 hedge funds and large institutions have $5.2B invested in Ultragenyx Pharmaceutical in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $5.91M | Put options by funds: $2.92M

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

24% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 66

8% more funds holding

Funds holding: 191206 (+15)

5% more capital invested

Capital invested by funds: $4.94B → $5.2B (+$256M)

1.44% less ownership

Funds ownership: 105.8%104.36% (-1.4%)

Holders
206
Holders Change
+15
Holders Change %
+7.85%
% of All Funds
4.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
82
Reduced
66
Closed
22
Calls
$5.91M
Puts
$2.92M
Net Calls
+$2.98M
Net Calls Change
-$3.99M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$35.4M +$7.77M +93,728 +28%
N
27
Nuveen
North Carolina
$31.6M -$4.16M -50,157 -12%
Franklin Resources
28
Franklin Resources
California
$31.5M +$29.3K +354 +0.1%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$30.4M -$1.69M -20,418 -5%
EAM
30
Eagle Asset Management
Florida
$29.9M +$6.26M +75,574 +27%
Bank of America
31
Bank of America
North Carolina
$22.2M +$5.6M +67,613 +33%
Invesco
32
Invesco
Georgia
$21.7M +$20M +241,833 +1,103%
FAM
33
Fred Alger Management
New York
$21.4M +$4.46M +53,761 +26%
Axa
34
Axa
France
$18.6M -$42.4K -511 -0.2%
CTA
35
Carillon Tower Advisers
Florida
$18M +$1.43M +17,220 +9%
JP Morgan Chase
36
JP Morgan Chase
New York
$15.8M +$3.06M +36,867 +25%
FLAM
37
First Light Asset Management
Minnesota
$15.2M -$4.31M -51,988 -22%
PA
38
Pinnacle Associates
New York
$13.8M -$540K -6,513 -4%
American Century Companies
39
American Century Companies
Missouri
$12.6M -$1.48M -17,906 -10%
Prudential Financial
40
Prudential Financial
New Jersey
$11.4M +$9.79M +118,158 +571%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$11.2M +$2.2M +26,500 +24%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$10.8M +$257K +3,100 +2%
Swiss National Bank
43
Swiss National Bank
Switzerland
$10.6M +$489K +5,900 +5%
Morgan Stanley
44
Morgan Stanley
New York
$9.98M +$2.25M +27,170 +29%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$9.86M +$426K +5,141 +4%
Barclays
46
Barclays
United Kingdom
$8.03M +$5.24M +63,161 +183%
TCM
47
Tekla Capital Management
Massachusetts
$8.01M
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$7.63M +$604K +7,292 +9%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$7.48M
PPA
50
Parametric Portfolio Associates
Washington
$7.27M +$3.77M +45,539 +106%

RARE Hedge Fund Activity: Q3 2020 in Review

206 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q3 2020, worth a combined $5.2B — up 5.2% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new RARE positions and 22 closed out — a net gain of 15 holders — while 82 added to existing stakes and 66 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $56.5M. The largest seller was EcoR1 Capital, exiting entirely with an estimated $40.6M sold.

  • 206 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q3 2020, up from 191 in Q2 2020.
  • Funds reported $5.2B of Ultragenyx Pharmaceutical stock for Q3 2020, up 5.2% quarter-over-quarter.
  • 37 funds opened new Ultragenyx Pharmaceutical positions in Q3 2020 and 22 closed out, a net change of +15 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q3 2020 was T. Rowe Price Associates, an estimated $56.5M added.
  • The largest Ultragenyx Pharmaceutical seller in Q3 2020 was EcoR1 Capital, an estimated $40.6M sold.

Based on aggregated 13F filings for Q3 2020.