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Ultragenyx Pharmaceutical

164 hedge funds and large institutions have $2.76B invested in Ultragenyx Pharmaceutical in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 59

9% less call options, than puts

Call options by funds: $9.32M | Put options by funds: $10.2M

4.28% less ownership

Funds ownership: 101.88%97.59% (-4.3%)

6% less capital invested

Capital invested by funds: $2.93B → $2.76B (-$167M)

6% less funds holding

Funds holding: 174164 (-10)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

Holders
164
Holders Change
-10
Holders Change %
-5.75%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
22
Increased
66
Reduced
59
Closed
25
Calls
$9.32M
Puts
$10.2M
Net Calls
-$882K
Net Calls Change
-$518K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Aperio Group
California
$241K +$271K +3,552 New
MPWT
127
MassMutual Private Wealth & Trust
Connecticut
$237K +$266K +3,490 New
AIP
128
Ameritas Investment Partners
Nebraska
$219K +$8.76K +115 +4%
TAM
129
Tocqueville Asset Management
New York
$212K -$22.9K -300 -9%
SO
130
STRS Ohio
Ohio
$210K +$22.9K +300 +11%
Pacer Advisors
131
Pacer Advisors
Pennsylvania
$206K +$42.7K +560 +23%
CSS
132
Cubist Systematic Strategies
Connecticut
$206K +$231K +3,032 New
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$204K
ClearBridge Investments
134
ClearBridge Investments
New York
$188K -$2.67K -35 -1%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$159K
FAM
136
Fortaleza Asset Management
Illinois
$111K +$74.7K +980 +148%
FANJ
137
Financial Architects (New Jersey)
New Jersey
$94K
CLM
138
ClearBridge LLC (Maryland)
Maryland
$69K
TIM
139
Tortoise Investment Management
New York
$64K -$11.4K -150 -14%
QI
140
QS Investors
New York
$61K +$68.6K +900 +12,857%
QT
141
Quantbot Technologies
New York
$50K +$57.2K +750 New
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
$46K +$3.28K +43 +7%
Creative Planning
143
Creative Planning
Kansas
$43K +$48.9K +641 New
Victory Capital Management
144
Victory Capital Management
Texas
$27K +$5.94K +78 +24%
GXMC
145
Global X Management Company
New York
$23K +$25.4K +333 New
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$18K -$17.5K -230 -46%
WPA
147
West Paces Advisors
Georgia
$17.3K +$11.8K +155 +155%
FPS
148
Fieldpoint Private Securities
Connecticut
$16K +$18.3K +240 New
OAM
149
Oppenheimer Asset Management
New York
$16K +$18.4K +241 New
SCM
150
Segantii Capital Management
Hong Kong
$14K +$15.2K +200 New

RARE Hedge Fund Activity: Q1 2017 in Review

164 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q1 2017, worth a combined $2.76B — down 5.7% from $2.93B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of RARE and 22 opened new positions — a net loss of 3 holders — while 59 trimmed existing stakes and 66 added.

The largest buyer was BlackRock, adding an estimated $241M. The largest seller was Wellington Management Group, cutting an estimated $51.4M.

  • 164 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q1 2017, down from 174 in Q4 2016.
  • Funds reported $2.76B of Ultragenyx Pharmaceutical stock for Q1 2017, down 5.7% quarter-over-quarter.
  • 22 funds opened new Ultragenyx Pharmaceutical positions in Q1 2017 and 25 closed out, a net change of -3 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q1 2017 was BlackRock, an estimated $241M added.
  • The largest Ultragenyx Pharmaceutical seller in Q1 2017 was Wellington Management Group, an estimated $51.4M sold.

Based on aggregated 13F filings for Q1 2017.