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Ultragenyx Pharmaceutical

158 hedge funds and large institutions have $3.75B invested in Ultragenyx Pharmaceutical in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more capital invested

Capital invested by funds: $2.5B → $3.75B (+$1.25B)

0.58% less ownership

Funds ownership: 98.65%98.07% (-0.58%)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

7% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $14.2M

4% less funds holding

Funds holding: 165158 (-7)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
158
Holders Change
-7
Holders Change %
-4.24%
% of All Funds
3.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
54
Reduced
57
Closed
27
Calls
$13.2M
Puts
$14.2M
Net Calls
-$1.06M
Net Calls Change
+$7.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$468M -$11M -171,063 -3%
Capital Research Global Investors
2
Capital Research Global Investors
California
$442M -$10.3M -158,884 -3%
BlackRock
3
BlackRock
New York
$337M +$10.3M +158,723 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$313M +$8.35M +129,215 +3%
Capital International Investors
5
Capital International Investors
California
$277M +$886K +13,718 +0.4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$266M -$31.4M -485,897 -12%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$215M +$35.2M +544,691 +24%
State Street
8
State Street
Massachusetts
$127M -$23.8M -368,544 -18%
Federated Hermes
9
Federated Hermes
Pennsylvania
$109M +$14.1M +218,060 +18%
Ameriprise
10
Ameriprise
Minnesota
$102M +$8.55M +132,431 +11%
First Trust Advisors
11
First Trust Advisors
Illinois
$75.1M +$1.08M +16,713 +2%
ClearBridge Investments
12
ClearBridge Investments
New York
$73.5M +$10.5M +161,824 +20%
AllianceBernstein
13
AllianceBernstein
Tennessee
$72.4M +$2.88M +44,556 +5%
Capital World Investors
14
Capital World Investors
California
$63.9M +$20.8M +321,302 +63%
PAMU
15
Pictet Asset Management (UK)
United Kingdom
$49.3M -$28.3M -438,396 -41%
Norges Bank
16
Norges Bank
Norway
$42.8M -$19.1M -295,859 -35%
Northern Trust
17
Northern Trust
Illinois
$42.6M +$2.26M +34,942 +7%
Alkeon Capital Management
18
Alkeon Capital Management
New York
$37.8M +$31.7M +491,296 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$36.9M +$2.87M +44,442 +10%
Citadel Advisors
20
Citadel Advisors
Florida
$35.9M -$1.1M -17,007 -4%
CGT
21
Capital Guardian Trust
California
$35.4M -$2.28M -35,245 -7%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$32.8M +$26.4M +408,403 +2,221%
HCM
23
Highline Capital Management
New York
$31.5M +$26.5M +410,000 New
Brown Advisory
24
Brown Advisory
Maryland
$31M +$44.1K +683 +0.2%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$25.2M -$10.4M -161,703 -33%

RARE Hedge Fund Activity: Q2 2018 in Review

158 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q2 2018, worth a combined $3.75B — up 50% from $2.5B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of RARE and 22 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 54 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $35.2M. The largest seller was Fidelity Investments, cutting an estimated $31.4M.

  • 158 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q2 2018, down from 165 in Q1 2018.
  • Funds reported $3.75B of Ultragenyx Pharmaceutical stock for Q2 2018, up 50% quarter-over-quarter.
  • 22 funds opened new Ultragenyx Pharmaceutical positions in Q2 2018 and 27 closed out, a net change of -5 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q2 2018 was T. Rowe Price Associates, an estimated $35.2M added.
  • The largest Ultragenyx Pharmaceutical seller in Q2 2018 was Fidelity Investments, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2018.