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Ultragenyx Pharmaceutical

100 hedge funds and large institutions have $1.23B invested in Ultragenyx Pharmaceutical in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

0% more funds holding

Funds holding: 100100 (0)

14% less call options, than puts

Call options by funds: $342K | Put options by funds: $399K

18% less capital invested

Capital invested by funds: $1.5B → $1.23B (-$271M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
39
Reduced
23
Closed
18
Calls
$342K
Puts
$399K
Net Calls
-$57K
Net Calls Change
-$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$210M +$8.58M +187,180 +4%
Capital Research Global Investors
2
Capital Research Global Investors
California
$171M +$3.73M +81,310 +2%
TGHSA
3
TPG Group Holdings (SBS) Advisors
Texas
$92M -$22.9M -500,000 -19%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$60M +$13.4M +291,658 +27%
CWAM
5
Columbia Wanger Asset Management
Illinois
$58.4M -$21.1M -460,515 -26%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$57.8M -$34.4K -750 -0.1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$57.5M +$10M +218,290 +20%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$46.8M +$771K +16,826 +2%
Fidelity International
9
Fidelity International
Bermuda
$45.4M
VAM
10
Visium Asset Management
New York
$33.5M +$8.56M +186,867 +32%
Jennison Associates
11
Jennison Associates
New York
$32.2M -$1.14M -24,864 -3%
BFA
12
BlackRock Fund Advisors
California
$24.2M +$18.4M +400,839 +265%
State Street
13
State Street
Massachusetts
$23.1M +$6.73M +146,916 +39%
BIT
14
BlackRock Institutional Trust
California
$21.6M +$1.19M +25,976 +6%
BA
15
BlackRock Advisors
Delaware
$19M -$117K -2,545 -0.6%
O
16
OppenheimerFunds
New York
$18.9M +$4.07M +88,893 +26%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$18.8M -$6.88M -150,215 -26%
Citadel Advisors
18
Citadel Advisors
Florida
$16.4M +$7.52M +164,112 +79%
Capital World Investors
19
Capital World Investors
California
$15.9M
RIM
20
RS Investment Management
California
$15.7M +$6.78M +147,937 +70%
AllianceBernstein
21
AllianceBernstein
Tennessee
$13.7M +$140K +3,065 +1%
Millennium Management
22
Millennium Management
New York
$13.5M +$13.9M +303,283 +7,582%
Goldman Sachs
23
Goldman Sachs
New York
$12.8M +$3.8M +83,029 +40%
Federated Hermes
24
Federated Hermes
Pennsylvania
$12.7M
Franklin Resources
25
Franklin Resources
California
$9.4M -$298K -6,500 -3%

RARE Hedge Fund Activity: Q4 2014 in Review

100 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q4 2014, worth a combined $1.23B — down 18% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RARE positions and 18 closed out — a net gain of 2 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $18.4M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $22.9M.

  • 100 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $1.23B of Ultragenyx Pharmaceutical stock for Q4 2014, down 18% quarter-over-quarter.
  • 20 funds opened new Ultragenyx Pharmaceutical positions in Q4 2014 and 18 closed out, a net change of +2 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $18.4M added.
  • The largest Ultragenyx Pharmaceutical seller in Q4 2014 was TPG Group Holdings (SBS) Advisors, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2014.