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Ultragenyx Pharmaceutical

221 hedge funds and large institutions have $6.01B invested in Ultragenyx Pharmaceutical in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 79 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.23% more ownership

Funds ownership: 97.04%98.28% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 79

4% less capital invested

Capital invested by funds: $6.24B → $6.01B (-$228M)

8% less funds holding

Funds holding: 241221 (-20)

27% less call options, than puts

Call options by funds: $3.59M | Put options by funds: $4.9M

42% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 43

Holders
221
Holders Change
-20
Holders Change %
-8.3%
% of All Funds
3.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
85
Reduced
79
Closed
43
Calls
$3.59M
Puts
$4.9M
Net Calls
-$1.31M
Net Calls Change
-$167K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.03B +$41.6M +459,832 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$530M +$18.8M +208,494 +4%
Capital International Investors
3
Capital International Investors
California
$511M +$18.8M +208,069 +4%
Federated Hermes
4
Federated Hermes
Pennsylvania
$360M +$12.3M +135,722 +4%
BlackRock
5
BlackRock
New York
$311M -$3.74M -41,388 -1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$303M -$109M -1,207,013 -26%
Capital World Investors
7
Capital World Investors
California
$250M -$3.98K -44 -0%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$226M +$191M +2,108,704 +528%
ClearBridge Investments
9
ClearBridge Investments
New York
$213M -$443K -4,899 -0.2%
Alkeon Capital Management
10
Alkeon Capital Management
New York
$208M +$35.7M +394,482 +21%
Citadel Advisors
11
Citadel Advisors
Florida
$134M -$33.7M -373,329 -20%
State Street
12
State Street
Massachusetts
$133M +$9.31M +102,990 +8%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$105M +$25.9M +286,371 +33%
AllianceBernstein
14
AllianceBernstein
Tennessee
$104M -$2.32M -25,693 -2%
Macquarie Group
15
Macquarie Group
Australia
$84M -$218K -2,408 -0.3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$78M +$406K +4,488 +0.5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$76.3M +$2.79M +30,868 +4%
RSCM
18
Rock Springs Capital Management
Maryland
$72.3M +$30.4M +336,109 +72%
First Trust Advisors
19
First Trust Advisors
Illinois
$64.7M +$11.1M +123,165 +21%
Invesco
20
Invesco
Georgia
$63.4M +$22.6M +249,738 +55%
Adage Capital Partners
21
Adage Capital Partners
Massachusetts
$55.9M +$32.5M +360,000 +138%
Norges Bank
22
Norges Bank
Norway
$50.7M -$3.78M -41,800 -7%
Charles Schwab
23
Charles Schwab
California
$46.3M +$1.51M +16,748 +3%
Goldman Sachs
24
Goldman Sachs
New York
$45.7M -$12.3M -136,442 -21%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$42.9M -$26.2M -290,390 -38%

RARE Hedge Fund Activity: Q3 2021 in Review

221 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q3 2021, worth a combined $6.01B — down 3.6% from $6.24B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of RARE and 25 opened new positions — a net loss of 18 holders — while 79 trimmed existing stakes and 85 added.

The largest buyer was Wellington Management Group, adding an estimated $191M. The largest seller was Capital Research Global Investors, cutting an estimated $109M.

  • 221 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q3 2021, down from 241 in Q2 2021.
  • Funds reported $6.01B of Ultragenyx Pharmaceutical stock for Q3 2021, down 3.6% quarter-over-quarter.
  • 25 funds opened new Ultragenyx Pharmaceutical positions in Q3 2021 and 43 closed out, a net change of -18 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q3 2021 was Wellington Management Group, an estimated $191M added.
  • The largest Ultragenyx Pharmaceutical seller in Q3 2021 was Capital Research Global Investors, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2021.