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Ultragenyx Pharmaceutical

172 hedge funds and large institutions have $2.51B invested in Ultragenyx Pharmaceutical in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 45

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

1% more funds holding

Funds holding: 170172 (+2)

0.69% less ownership

Funds ownership: 102.52%101.83% (-0.69%)

33% less capital invested

Capital invested by funds: $3.74B → $2.51B (-$1.23B)

60% less call options, than puts

Call options by funds: $3.13M | Put options by funds: $7.74M

Holders
172
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
3.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
74
Reduced
45
Closed
22
Calls
$3.13M
Puts
$7.74M
Net Calls
-$4.62M
Net Calls Change
-$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$272M +$2.99K +55 +0%
Capital International Investors
2
Capital International Investors
California
$257M +$21.2M +390,195 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$217M +$3.64M +67,053 +1%
BlackRock
4
BlackRock
New York
$198M +$11.4M +208,992 +5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$191M -$8.49M -156,354 -3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$139M -$175M -3,220,277 -50%
Federated Hermes
7
Federated Hermes
Pennsylvania
$122M +$58.7M +1,079,658 +61%
Capital World Investors
8
Capital World Investors
California
$101M +$27.2M +500,858 +27%
State Street
9
State Street
Massachusetts
$90.3M -$480K -8,844 -0.4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$89.1M -$11.3M -207,667 -9%
Alkeon Capital Management
11
Alkeon Capital Management
New York
$67.9M +$6.25M +115,000 +8%
ClearBridge Investments
12
ClearBridge Investments
New York
$59.1M +$20.3M +373,904 +37%
AllianceBernstein
13
AllianceBernstein
Tennessee
$57.1M +$9.24M +170,136 +15%
Macquarie Group
14
Macquarie Group
Australia
$52.9M +$23.8M +438,720 +55%
First Trust Advisors
15
First Trust Advisors
Illinois
$42.7M -$28M -516,029 -34%
Ameriprise
16
Ameriprise
Minnesota
$38.6M -$858K -15,797 -2%
O
17
OrbiMed
New York
$35.7M +$41M +754,706 +948%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$31.3M +$401K +7,390 +1%
Northern Trust
19
Northern Trust
Illinois
$31M +$1.8M +33,067 +5%
RSCM
20
Rock Springs Capital Management
Maryland
$26M +$1.52M +28,000 +5%
Norges Bank
21
Norges Bank
Norway
$21.9M +$1.52M +28,058 +6%
CII
22
Capital International Inc
California
$20.2M +$21.5M +396,300 +530%
Deutsche Bank
23
Deutsche Bank
Germany
$19.8M -$4.76M -87,618 -16%
Citadel Advisors
24
Citadel Advisors
Florida
$18.8M -$2.46M -45,320 -9%
Goldman Sachs
25
Goldman Sachs
New York
$16.9M -$449K -8,256 -2%

RARE Hedge Fund Activity: Q3 2019 in Review

172 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q3 2019, worth a combined $2.51B — down 33% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RARE positions and 22 closed out — a net gain of 5 holders — while 74 added to existing stakes and 45 trimmed.

The largest buyer was Federated Hermes, adding an estimated $58.7M. The largest seller was Wellington Management Group, cutting an estimated $175M.

  • 172 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q3 2019, up from 170 in Q2 2019.
  • Funds reported $2.51B of Ultragenyx Pharmaceutical stock for Q3 2019, down 33% quarter-over-quarter.
  • 27 funds opened new Ultragenyx Pharmaceutical positions in Q3 2019 and 22 closed out, a net change of +5 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q3 2019 was Federated Hermes, an estimated $58.7M added.
  • The largest Ultragenyx Pharmaceutical seller in Q3 2019 was Wellington Management Group, an estimated $175M sold.

Based on aggregated 13F filings for Q3 2019.