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Ultragenyx Pharmaceutical

100 hedge funds and large institutions have $1.5B invested in Ultragenyx Pharmaceutical in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 46 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $775K

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

142% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 19

84% more capital invested

Capital invested by funds: $816M → $1.5B (+$683M)

23% more funds holding

Funds holding: 81100 (+19)

Holders
100
Holders Change
+19
Holders Change %
+23.46%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
46
Reduced
19
Closed
8
Calls
$2.69M
Puts
$775K
Net Calls
+$1.92M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
76
Brown Brothers Harriman & Co
New York
$230K +$205K +4,070 New
Millennium Management
77
Millennium Management
New York
$226K -$521K -10,350 -72%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$213K +$189K +3,765 New
FMT
79
First Mercantile Trust
Tennessee
$186K +$166K +3,290 New
U
80
UBS
Switzerland
$165K +$84.3K +1,675 +136%
Deutsche Bank
81
Deutsche Bank
Germany
$150K +$57.6K +1,145 +74%
SG Americas Securities
82
SG Americas Securities
New York
$138K +$122K +2,430 New
TIM
83
Tortoise Investment Management
New York
$98K +$87K +1,728 New
Legal & General Group
84
Legal & General Group
United Kingdom
$76K +$65.5K +1,301 New
Group One Trading
85
Group One Trading
Illinois
$65K +$38K +755 +189%
NFG
86
Next Financial Group
Texas
$51K +$45.3K +900 New
Citigroup
87
Citigroup
New York
$49K +$27.4K +545 +168%
Bank of America
88
Bank of America
North Carolina
$38K -$410K -8,139 -92%
SSG
89
Summit Securities Group
New York
$36K +$32.4K +643 New
Wells Fargo
90
Wells Fargo
California
$35K -$10.7K -213 -26%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$22.8K +$20.2K +402 New
SFU
92
Stonehage Fleming (UK)
United Kingdom
$19K -$18.5K -367 -53%
Teacher Retirement System of Texas
93
Teacher Retirement System of Texas
Texas
$15K +$352 +7 +3%
Barclays
94
Barclays
United Kingdom
$14K +$6.29K +125 +105%
BlackRock
95
BlackRock
New York
$9K
SEC
96
Seven Eight Capital
New York
$5.66K +$5.03K +100 New
GSC
97
Ground Swell Capital
South Carolina
$3K +$2.42K +48 New
TRCT
98
Tower Research Capital (TRC)
New York
$2K +$1.36K +27 New
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$303 +$54.8K +1,090 +26%
JHIU
100
Janus Henderson Investors US
Colorado
-$1.45M -32,330 Closed

RARE Hedge Fund Activity: Q3 2014 in Review

100 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q3 2014, worth a combined $1.5B — up 84% from $816M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RARE positions and 8 closed out — a net gain of 19 holders — while 46 added to existing stakes and 19 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $88.7M. The largest seller was Adage Capital Partners, cutting an estimated $35.6M.

  • 100 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q3 2014, up from 81 in Q2 2014.
  • Funds reported $1.5B of Ultragenyx Pharmaceutical stock for Q3 2014, up 84% quarter-over-quarter.
  • 27 funds opened new Ultragenyx Pharmaceutical positions in Q3 2014 and 8 closed out, a net change of +19 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q3 2014 was Capital Research Global Investors, an estimated $88.7M added.
  • The largest Ultragenyx Pharmaceutical seller in Q3 2014 was Adage Capital Partners, an estimated $35.6M sold.

Based on aggregated 13F filings for Q3 2014.