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Ultragenyx Pharmaceutical

151 hedge funds and large institutions have $3.33B invested in Ultragenyx Pharmaceutical in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

70% more capital invested

Capital invested by funds: $1.96B → $3.33B (+$1.36B)

43% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 40

20% more funds holding

Funds holding: 126151 (+25)

45% less call options, than puts

Call options by funds: $6.53M | Put options by funds: $11.9M

Holders
151
Holders Change
+25
Holders Change %
+19.84%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
38
Increased
57
Reduced
40
Closed
13
Calls
$6.53M
Puts
$11.9M
Net Calls
-$5.33M
Net Calls Change
-$6.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$551M +$3.73M +48,044 +0.9%
Capital Research Global Investors
2
Capital Research Global Investors
California
$450M +$9.55M +122,982 +3%
CWAM
3
Columbia Wanger Asset Management
Illinois
$239M +$6.95M +89,463 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$178M +$11.2M +143,998 +9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$171M +$7.6M +97,936 +6%
BFA
6
BlackRock Fund Advisors
California
$135M +$52.9M +681,409 +107%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$121M -$5.18M -66,700 -5%
State Street
8
State Street
Massachusetts
$85.7M +$24.6M +317,063 +61%
Wells Fargo
9
Wells Fargo
California
$84.8M +$63.5M +817,444 +7,364%
Jennison Associates
10
Jennison Associates
New York
$75.9M +$438K +5,638 +0.8%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$74.5M +$7.71M +99,327 +16%
BIT
12
BlackRock Institutional Trust
California
$74.3M +$16.5M +212,086 +41%
VAM
13
Visium Asset Management
New York
$68.4M -$5.38M -69,258 -9%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$64M -$25.2M -325,000 -34%
TGHSA
15
TPG Group Holdings (SBS) Advisors
Texas
$61.1M -$77.6M -1,000,000 -63%
Millennium Management
16
Millennium Management
New York
$49.6M -$38.6M -497,666 -51%
BA
17
BlackRock Advisors
Delaware
$47.7M +$1.47M +18,881 +4%
Federated Hermes
18
Federated Hermes
Pennsylvania
$40.8M
O
19
OppenheimerFunds
New York
$39.9M -$9.25M -119,113 -23%
AllianceBernstein
20
AllianceBernstein
Tennessee
$36.6M +$4.11M +52,905 +17%
RIM
21
RS Investment Management
California
$35.7M +$1.86M +23,952 +7%
PC
22
Polar Capital
United Kingdom
$26.8M -$4.93M -63,467 -19%
WC
23
Weatherbie Capital
Massachusetts
$26.6M +$20.2M +259,633 New
Norges Bank
24
Norges Bank
Norway
$25.2M +$17.4M +223,645 +1,017%
Fidelity International
25
Fidelity International
Bermuda
$22.2M -$23.3M -300,000 -58%

RARE Hedge Fund Activity: Q2 2015 in Review

151 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q2 2015, worth a combined $3.33B — up 70% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RARE positions and 13 closed out — a net gain of 25 holders — while 57 added to existing stakes and 40 trimmed.

The largest buyer was Wells Fargo, adding an estimated $63.5M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $77.6M.

  • 151 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q2 2015, up from 126 in Q1 2015.
  • Funds reported $3.33B of Ultragenyx Pharmaceutical stock for Q2 2015, up 70% quarter-over-quarter.
  • 38 funds opened new Ultragenyx Pharmaceutical positions in Q2 2015 and 13 closed out, a net change of +25 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q2 2015 was Wells Fargo, an estimated $63.5M added.
  • The largest Ultragenyx Pharmaceutical seller in Q2 2015 was TPG Group Holdings (SBS) Advisors, an estimated $77.6M sold.

Based on aggregated 13F filings for Q2 2015.