We are live on ! Find out more
RARE icon

Ultragenyx Pharmaceutical

81 hedge funds and large institutions have $816M invested in Ultragenyx Pharmaceutical in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

17% more call options, than puts

Call options by funds: $293K | Put options by funds: $251K

5% more funds holding

Funds holding: 7781 (+4)

0% more capital invested

Capital invested by funds: $815M → $816M (+$1.1M)

Holders
81
Holders Change
+4
Holders Change %
+5.19%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
31
Reduced
26
Closed
9
Calls
$293K
Puts
$251K
Net Calls
+$42K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$138M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$125M +$37.4M +908,405 +25%
Capital Research Global Investors
3
Capital Research Global Investors
California
$86.6M
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$78.9M -$3.45M -83,815 -5%
CWAM
5
Columbia Wanger Asset Management
Illinois
$77.4M -$94.7K -2,300 -0.1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$53.7M -$5.67M -137,700 -10%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$28M -$323K -7,840 -1%
VAM
8
Visium Asset Management
New York
$21.1M +$630K +15,305 +3%
Capital World Investors
9
Capital World Investors
California
$16.3M
AllianceBernstein
10
AllianceBernstein
Tennessee
$13.7M +$2.38M +57,872 +23%
Vanguard Group
11
Vanguard Group
Pennsylvania
$12.3M +$2.43M +59,026 +28%
Franklin Resources
12
Franklin Resources
California
$10.9M
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$10.4M +$7.32M +177,722 +328%
Jennison Associates
14
Jennison Associates
New York
$9.79M -$2.68M -65,059 -23%
Citadel Advisors
15
Citadel Advisors
Florida
$9.27M +$6.34M +154,023 +293%
RIM
16
RS Investment Management
California
$9.23M +$1.09M +26,441 +15%
JP Morgan Chase
17
JP Morgan Chase
New York
$8.89M +$680K +16,515 +9%
Goldman Sachs
18
Goldman Sachs
New York
$8.52M +$2.67M +64,815 +52%
BFA
19
BlackRock Fund Advisors
California
$6.62M -$703K -17,073 -10%
CI
20
Cowen Inc
New York
$6.3M +$5.78M +140,337 New
Federated Hermes
21
Federated Hermes
Pennsylvania
$6.24M -$98.8K -2,400 -2%
CAM
22
Cormorant Asset Management
Massachusetts
$5.39M +$2.47M +60,000 +100%
Ameriprise
23
Ameriprise
Minnesota
$4.98M -$2.04M -49,543 -31%
O
24
OppenheimerFunds
New York
$4.72M +$80K +1,942 +2%
BBA
25
Baker Bros. Advisors
New York
$4.49M

RARE Hedge Fund Activity: Q2 2014 in Review

81 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q2 2014, worth a combined $816M — up 0.14% from $815M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RARE positions and 9 closed out — a net gain of 5 holders — while 31 added to existing stakes and 26 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $37.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $5.67M.

  • 81 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q2 2014, up from 77 in Q1 2014.
  • Funds reported $816M of Ultragenyx Pharmaceutical stock for Q2 2014, up 0.14% quarter-over-quarter.
  • 14 funds opened new Ultragenyx Pharmaceutical positions in Q2 2014 and 9 closed out, a net change of +5 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q2 2014 was Fidelity Investments, an estimated $37.4M added.
  • The largest Ultragenyx Pharmaceutical seller in Q2 2014 was T. Rowe Price Associates, an estimated $5.67M sold.

Based on aggregated 13F filings for Q2 2014.