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Ultragenyx Pharmaceutical

154 hedge funds and large institutions have $2.16B invested in Ultragenyx Pharmaceutical in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.98% less ownership

Funds ownership: 97.59%95.61% (-2%)

3% less funds holding

Funds holding: 158154 (-4)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

15% less capital invested

Capital invested by funds: $2.56B → $2.16B (-$394M)

39% less call options, than puts

Call options by funds: $7.34M | Put options by funds: $11.9M

Holders
154
Holders Change
-4
Holders Change %
-2.53%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
59
Reduced
47
Closed
18
Calls
$7.34M
Puts
$11.9M
Net Calls
-$4.61M
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$266M -$15.4M -259,976 -5%
Capital Research Global Investors
2
Capital Research Global Investors
California
$218M -$64.8M -1,093,591 -21%
BlackRock
3
BlackRock
New York
$200M +$15.7M +264,493 +8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$195M -$8.71M -147,017 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$167M +$637K +10,745 +0.3%
Capital International Investors
6
Capital International Investors
California
$154M +$30.8M +520,496 +22%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$86.5M -$8.11M -136,869 -8%
CWAM
8
Columbia Wanger Asset Management
Illinois
$85M +$13.7M +231,900 +17%
State Street
9
State Street
Massachusetts
$80.7M -$1.26M -21,214 -1%
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$40M +$9.55M +161,196 +27%
AllianceBernstein
11
AllianceBernstein
Tennessee
$34.3M -$2.66M -44,906 -7%
Goldman Sachs
12
Goldman Sachs
New York
$33M +$4.68M +79,050 +15%
Norges Bank
13
Norges Bank
Norway
$28.1M
First Trust Advisors
14
First Trust Advisors
Illinois
$28M +$838K +14,138 +3%
CGT
15
Capital Guardian Trust
California
$27.8M +$510K +8,605 +2%
EAM
16
Eagle Asset Management
Florida
$27.3M -$291K -4,904 -1%
Northern Trust
17
Northern Trust
Illinois
$25.1M -$319K -5,382 -1%
Capital World Investors
18
Capital World Investors
California
$21.6M +$11.6M +195,000 +93%
RFS
19
Rockefeller Financial Services
New York
$21.3M -$459K -7,753 -2%
Federated Hermes
20
Federated Hermes
Pennsylvania
$20.9M -$1.51M -25,500 -6%
FAM
21
Fred Alger Management
New York
$19.6M +$1.77M +29,953 +9%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$19.4M +$911K +15,370 +4%
Deutsche Bank
23
Deutsche Bank
Germany
$19.3M +$9.17M +154,793 +75%
Brown Advisory
24
Brown Advisory
Maryland
$18.2M +$1.14M +19,205 +6%
Jennison Associates
25
Jennison Associates
New York
$18M -$7.79M -131,523 -28%

RARE Hedge Fund Activity: Q3 2017 in Review

154 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q3 2017, worth a combined $2.16B — down 15% from $2.56B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of RARE and 16 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 59 added.

The largest buyer was Capital International Investors, adding an estimated $30.8M. The largest seller was Capital Research Global Investors, cutting an estimated $64.8M.

  • 154 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q3 2017, down from 158 in Q2 2017.
  • Funds reported $2.16B of Ultragenyx Pharmaceutical stock for Q3 2017, down 15% quarter-over-quarter.
  • 16 funds opened new Ultragenyx Pharmaceutical positions in Q3 2017 and 18 closed out, a net change of -2 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q3 2017 was Capital International Investors, an estimated $30.8M added.
  • The largest Ultragenyx Pharmaceutical seller in Q3 2017 was Capital Research Global Investors, an estimated $64.8M sold.

Based on aggregated 13F filings for Q3 2017.