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Ultragenyx Pharmaceutical

161 hedge funds and large institutions have $3.39B invested in Ultragenyx Pharmaceutical in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 30 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 30

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

7% more funds holding

Funds holding: 151161 (+10)

2% more capital invested

Capital invested by funds: $3.33B → $3.39B (+$66.4M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

39% less call options, than puts

Call options by funds: $21.7M | Put options by funds: $35.6M

Holders
161
Holders Change
+10
Holders Change %
+6.62%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
33
Increased
89
Reduced
30
Closed
22
Calls
$21.7M
Puts
$35.6M
Net Calls
-$13.9M
Net Calls Change
-$8.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$559M +$48M +419,169 +8%
Capital Research Global Investors
2
Capital Research Global Investors
California
$456M +$39M +340,443 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$204M +$43.4M +378,866 +22%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$181M +$23.3M +203,866 +12%
Wells Fargo
5
Wells Fargo
California
$150M +$83.2M +726,445 +88%
BFA
6
BlackRock Fund Advisors
California
$143M +$19.1M +166,917 +13%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$131M +$20.6M +179,815 +15%
CWAM
8
Columbia Wanger Asset Management
Illinois
$121M -$124M -1,081,559 -46%
State Street
9
State Street
Massachusetts
$82.5M +$2.27M +19,831 +2%
BIT
10
BlackRock Institutional Trust
California
$82.2M +$14.7M +128,534 +18%
Jennison Associates
11
Jennison Associates
New York
$71.8M +$505K +4,412 +0.6%
VAM
12
Visium Asset Management
New York
$60.8M -$4.26M -37,185 -6%
BA
13
BlackRock Advisors
Delaware
$55.3M +$12.4M +108,177 +23%
Millennium Management
14
Millennium Management
New York
$52.2M +$6.58M +57,509 +12%
Goldman Sachs
15
Goldman Sachs
New York
$51.8M +$39.3M +343,524 +176%
TGHSA
16
TPG Group Holdings (SBS) Advisors
Texas
$43.6M -$16.4M -143,292 -24%
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$42.2M -$21.4M -186,500 -30%
Northern Trust
18
Northern Trust
Illinois
$40.5M +$31.4M +274,591 +188%
AllianceBernstein
19
AllianceBernstein
Tennessee
$38.9M +$5.34M +46,627 +13%
Federated Hermes
20
Federated Hermes
Pennsylvania
$38.4M +$63K +550 +0.1%
RIM
21
RS Investment Management
California
$37.6M +$4.7M +41,060 +12%
Ameriprise
22
Ameriprise
Minnesota
$36.3M +$30.3M +264,457 +235%
O
23
OppenheimerFunds
New York
$36M -$1.86M -16,273 -4%
EAM
24
Eagle Asset Management
Florida
$34.1M +$40.6M +354,507 New
PC
25
Polar Capital
United Kingdom
$28.5M +$3.87M +33,818 +13%

RARE Hedge Fund Activity: Q3 2015 in Review

161 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q3 2015, worth a combined $3.39B — up 2% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RARE positions and 22 closed out — a net gain of 11 holders — while 89 added to existing stakes and 30 trimmed.

The largest buyer was Wells Fargo, adding an estimated $83.2M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $124M.

  • 161 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q3 2015, up from 151 in Q2 2015.
  • Funds reported $3.39B of Ultragenyx Pharmaceutical stock for Q3 2015, up 2% quarter-over-quarter.
  • 33 funds opened new Ultragenyx Pharmaceutical positions in Q3 2015 and 22 closed out, a net change of +11 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q3 2015 was Wells Fargo, an estimated $83.2M added.
  • The largest Ultragenyx Pharmaceutical seller in Q3 2015 was Columbia Wanger Asset Management, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2015.