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Ultragenyx Pharmaceutical

254 hedge funds and large institutions have $7.73B invested in Ultragenyx Pharmaceutical in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 98 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $47.3M | Put options by funds: $17.9M

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

1% more funds holding

Funds holding: 252254 (+2)

0.84% less ownership

Funds ownership: 102.28%101.44% (-0.84%)

10% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 98

17% less capital invested

Capital invested by funds: $9.36B → $7.73B (-$1.63B)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
254
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
4.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
88
Reduced
98
Closed
35
Calls
$47.3M
Puts
$17.9M
Net Calls
+$29.3M
Net Calls Change
-$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.22B +$164M +1,201,294 +13%
Capital Research Global Investors
2
Capital Research Global Investors
California
$840M +$15.2M +111,972 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$671M +$32.5M +239,080 +4%
BlackRock
4
BlackRock
New York
$622M +$23.8M +174,709 +3%
Capital International Investors
5
Capital International Investors
California
$618M -$114M -837,184 -13%
Federated Hermes
6
Federated Hermes
Pennsylvania
$445M -$50.1M -368,120 -9%
Capital World Investors
7
Capital World Investors
California
$315M -$49.4M -362,819 -12%
ClearBridge Investments
8
ClearBridge Investments
New York
$217M +$3.82M +28,078 +1%
State Street
9
State Street
Massachusetts
$183M -$8.91M -65,460 -4%
Alkeon Capital Management
10
Alkeon Capital Management
New York
$150M +$410K +3,012 +0.2%
AllianceBernstein
11
AllianceBernstein
Tennessee
$131M -$5.46M -40,136 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$123M +$13.5M +99,514 +10%
Macquarie Group
13
Macquarie Group
Australia
$117M -$19.2M -141,122 -12%
Citadel Advisors
14
Citadel Advisors
Florida
$108M +$59.6M +438,003 +86%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$99.9M -$26.4M -193,985 -18%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$93.6M +$8.62M +63,283 +8%
Goldman Sachs
17
Goldman Sachs
New York
$86.3M -$15.6M -114,707 -13%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$85.5M +$4.88M +35,881 +5%
Northern Trust
19
Northern Trust
Illinois
$83.3M -$6.02M -44,223 -6%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$72.8M -$3.8M -27,925 -4%
Charles Schwab
21
Charles Schwab
California
$68.3M +$7.65M +56,157 +10%
First Trust Advisors
22
First Trust Advisors
Illinois
$63.6M -$27.9M -205,226 -27%
Norges Bank
23
Norges Bank
Norway
$62M -$2.04M -14,990 -3%
Invesco
24
Invesco
Georgia
$52.1M -$17M -124,678 -21%
RSCM
25
Rock Springs Capital Management
Maryland
$51.2M -$15.9M -116,500 -21%

RARE Hedge Fund Activity: Q1 2021 in Review

254 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q1 2021, worth a combined $7.73B — down 17% from $9.36B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new RARE positions and 35 closed out — a net gain of 7 holders — while 88 added to existing stakes and 98 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $164M. The largest seller was Capital International Investors, cutting an estimated $114M.

  • 254 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q1 2021, up from 252 in Q4 2020.
  • Funds reported $7.73B of Ultragenyx Pharmaceutical stock for Q1 2021, down 17% quarter-over-quarter.
  • 42 funds opened new Ultragenyx Pharmaceutical positions in Q1 2021 and 35 closed out, a net change of +7 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q1 2021 was T. Rowe Price Associates, an estimated $164M added.
  • The largest Ultragenyx Pharmaceutical seller in Q1 2021 was Capital International Investors, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2021.