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Ultragenyx Pharmaceutical

158 hedge funds and large institutions have $2.56B invested in Ultragenyx Pharmaceutical in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 81 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $4.83M

103% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 40

0.01% less ownership

Funds ownership: 97.59%97.59% (-0.01%)

4% less funds holding

Funds holding: 164158 (-6)

7% less capital invested

Capital invested by funds: $2.76B → $2.56B (-$201M)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
158
Holders Change
-6
Holders Change %
-3.66%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
81
Reduced
40
Closed
19
Calls
$15.7M
Puts
$4.83M
Net Calls
+$10.9M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
101
Balyasny Asset Management
Illinois
$478K +$157K +2,600 +51%
VKH
102
Virtu KCG Holdings
New York
$471K -$990K -16,438 -68%
RJA
103
Raymond James & Associates
Florida
$442K +$109K +1,812 +34%
Public Employees Retirement Association of Colorado
104
Public Employees Retirement Association of Colorado
Colorado
$421K
Prudential Financial
105
Prudential Financial
New Jersey
$420K +$187K +3,110 +85%
NIT
106
NumerixS Investment Technologies
British Columbia, Canada
$404K -$235K -3,900 -38%
OPPM
107
Opus Point Partners Management
New York
$382K -$364K -6,044 -50%
PAM
108
Paradigm Asset Management
New York
$354K -$355K -5,900 -51%
Allianz Asset Management
109
Allianz Asset Management
Germany
$354K -$51.6K -857 -13%
CSS
110
Cubist Systematic Strategies
Connecticut
$346K +$153K +2,538 +84%
VFA
111
Virtus Fund Advisers
Connecticut
$340K -$9.52K -158 -3%
AB
112
Amalgamated Bank
New York
$309K +$21.2K +352 +8%
VEA
113
Virtus ETF Advisers
New York
$302K +$53.2K +883 +22%
ClearBridge Investments
114
ClearBridge Investments
New York
$273K +$97.7K +1,622 +58%
Citadel Advisors
115
Citadel Advisors
Florida
$270K -$376K -6,238 -59%
Canada Life
116
Canada Life
Manitoba, Canada
$257K
TSS
117
Two Sigma Securities
New York
$244K +$236K +3,922 New
AG
118
Aperio Group
California
$239K +$18K +299 +8%
AL
119
Airain Ltd
Guernsey
$224K +$217K +3,602 New
AIP
120
Ameritas Investment Partners
Nebraska
$216K +$14.9K +248 +8%
KAM
121
Kazazian Asset Management
Florida
$213K +$206K +3,424 New
Pacer Advisors
122
Pacer Advisors
Pennsylvania
$211K +$22K +365 +12%
TAM
123
Tocqueville Asset Management
New York
$210K +$15.1K +250 +8%
SO
124
STRS Ohio
Ohio
$192K
SEI Investments
125
SEI Investments
Pennsylvania
$125K +$121K +2,007 New

RARE Hedge Fund Activity: Q2 2017 in Review

158 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q2 2017, worth a combined $2.56B — down 7.3% from $2.76B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of RARE and 14 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 81 added.

The largest buyer was Wellington Management Group, adding an estimated $40.1M. The largest seller was Fidelity Investments, cutting an estimated $139M.

  • 158 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q2 2017, down from 164 in Q1 2017.
  • Funds reported $2.56B of Ultragenyx Pharmaceutical stock for Q2 2017, down 7.3% quarter-over-quarter.
  • 14 funds opened new Ultragenyx Pharmaceutical positions in Q2 2017 and 19 closed out, a net change of -5 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q2 2017 was Wellington Management Group, an estimated $40.1M added.
  • The largest Ultragenyx Pharmaceutical seller in Q2 2017 was Fidelity Investments, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2017.