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Ultragenyx Pharmaceutical

126 hedge funds and large institutions have $1.96B invested in Ultragenyx Pharmaceutical in 2015 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 10

116% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 25

60% more capital invested

Capital invested by funds: $1.23B → $1.96B (+$734M)

32% more call options, than puts

Call options by funds: $3.73M | Put options by funds: $2.83M

26% more funds holding

Funds holding: 100126 (+26)

Holders
126
Holders Change
+26
Holders Change %
+26%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
54
Reduced
25
Closed
10
Calls
$3.73M
Puts
$2.83M
Net Calls
+$897K
Net Calls Change
+$954K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$331M +$30.6M +551,363 +12%
Capital Research Global Investors
2
Capital Research Global Investors
California
$265M +$20.4M +367,500 +9%
CWAM
3
Columbia Wanger Asset Management
Illinois
$139M +$50.8M +914,143 +69%
TGHSA
4
TPG Group Holdings (SBS) Advisors
Texas
$99.1M -$27.8M -500,000 -24%
Vanguard Group
5
Vanguard Group
Pennsylvania
$99M +$15.9M +285,974 +22%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$97.8M +$11.5M +207,458 +15%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$77.4M -$3.9M -70,300 -5%
Millennium Management
8
Millennium Management
New York
$61M +$37.5M +674,563 +220%
Adage Capital Partners
9
Adage Capital Partners
Massachusetts
$59M -$6.49M -116,826 -11%
VAM
10
Visium Asset Management
New York
$45.8M -$1.44M -25,906 -3%
Jennison Associates
11
Jennison Associates
New York
$45.7M +$106K +1,912 +0.3%
BFA
12
BlackRock Fund Advisors
California
$39.4M +$4.62M +83,110 +15%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$39M +$11.2M +200,916 +47%
Citadel Advisors
14
Citadel Advisors
Florida
$38.6M +$13.8M +248,618 +67%
State Street
15
State Street
Massachusetts
$32.3M -$322K -5,794 -1%
Fidelity International
16
Fidelity International
Bermuda
$32.1M -$28.7M -517,014 -50%
BIT
17
BlackRock Institutional Trust
California
$31.9M +$1.11M +19,951 +4%
O
18
OppenheimerFunds
New York
$31.6M +$4.4M +79,146 +18%
BA
19
BlackRock Advisors
Delaware
$27.8M +$725K +13,048 +3%
Federated Hermes
20
Federated Hermes
Pennsylvania
$24.7M +$6.09M +109,700 +38%
RG
21
Redmile Group
California
$20.7M +$18.5M +332,600 New
PC
22
Polar Capital
United Kingdom
$20.2M +$18.1M +325,528 New
RIM
23
RS Investment Management
California
$20.2M -$1.85M -33,217 -9%
AllianceBernstein
24
AllianceBernstein
Tennessee
$18.9M -$438K -7,888 -3%
Franklin Resources
25
Franklin Resources
California
$13.3M

RARE Hedge Fund Activity: Q1 2015 in Review

126 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q1 2015, worth a combined $1.96B — up 60% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RARE positions and 10 closed out — a net gain of 26 holders — while 54 added to existing stakes and 25 trimmed.

The largest buyer was Columbia Wanger Asset Management, adding an estimated $50.8M. The largest seller was Fidelity International, cutting an estimated $28.7M.

  • 126 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q1 2015, up from 100 in Q4 2014.
  • Funds reported $1.96B of Ultragenyx Pharmaceutical stock for Q1 2015, up 60% quarter-over-quarter.
  • 36 funds opened new Ultragenyx Pharmaceutical positions in Q1 2015 and 10 closed out, a net change of +26 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q1 2015 was Columbia Wanger Asset Management, an estimated $50.8M added.
  • The largest Ultragenyx Pharmaceutical seller in Q1 2015 was Fidelity International, an estimated $28.7M sold.

Based on aggregated 13F filings for Q1 2015.