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Ultragenyx Pharmaceutical

242 hedge funds and large institutions have $3.21B invested in Ultragenyx Pharmaceutical in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 89 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

16% more capital invested

Capital invested by funds: $2.76B → $3.21B (+$450M)

6% more funds holding

Funds holding: 228242 (+14)

9% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 82

0.32% more ownership

Funds ownership: 97.86%98.18% (+0.32%)

1% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $14.9M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
242
Holders Change
+14
Holders Change %
+6.14%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
42
Increased
89
Reduced
82
Closed
28
Calls
$14.7M
Puts
$14.9M
Net Calls
-$218K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$324M +$12.3M +265,175 +4%
RI
2
RTW Investments
New York
$249M +$52.6M +1,134,093 +27%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$239M +$3.54M +76,374 +1%
BlackRock
4
BlackRock
New York
$234M +$8.98M +193,671 +4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$167M +$3.3M +71,231 +2%
ClearBridge Investments
6
ClearBridge Investments
New York
$127M +$2.88M +62,169 +2%
Sands Capital Management
7
Sands Capital Management
Virginia
$123M +$124M +2,673,638 New
State Street
8
State Street
Massachusetts
$114M -$13M -280,257 -10%
Alkeon Capital Management
9
Alkeon Capital Management
New York
$89.7M +$4.55M +98,141 +5%
Federated Hermes
10
Federated Hermes
Pennsylvania
$82M -$34.7M -749,000 -30%
AllianceBernstein
11
AllianceBernstein
Tennessee
$69.8M +$3.91M +84,353 +6%
RSCM
12
Rock Springs Capital Management
Maryland
$63.9M +$2.22M +47,868 +4%
First Trust Advisors
13
First Trust Advisors
Illinois
$53.3M -$2.68M -57,780 -5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$48.9M +$2.13M +45,973 +5%
Capital International Investors
15
Capital International Investors
California
$44.6M -$15.2M -327,203 -25%
Marshall Wace
16
Marshall Wace
United Kingdom
$42.7M +$979K +21,112 +2%
APM
17
Avidity Partners Management
Texas
$41.5M -$56.9M -1,226,200 -58%
Deutsche Bank
18
Deutsche Bank
Germany
$41M -$22.7K -490 -0.1%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$38.4M -$7.95M -171,347 -17%
BBA
20
Baker Bros. Advisors
New York
$36.1M +$14.5M +312,085 +66%
ACA
21
Avoro Capital Advisors
New York
$34.6M
GPP
22
Great Point Partners
Connecticut
$31.2M
FAM
23
Fred Alger Management
New York
$30.3M +$5.22M +112,553 +21%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$29.7M -$405K -8,724 -1%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$27.9M -$7.95M -171,488 -22%

RARE Hedge Fund Activity: Q2 2023 in Review

242 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q2 2023, worth a combined $3.21B — up 16% from $2.76B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new RARE positions and 28 closed out — a net gain of 14 holders — while 89 added to existing stakes and 82 trimmed.

The largest buyer was Sands Capital Management, opening a new position worth an estimated $124M. The largest seller was Avidity Partners Management, cutting an estimated $56.9M.

  • 242 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q2 2023, up from 228 in Q1 2023.
  • Funds reported $3.21B of Ultragenyx Pharmaceutical stock for Q2 2023, up 16% quarter-over-quarter.
  • 42 funds opened new Ultragenyx Pharmaceutical positions in Q2 2023 and 28 closed out, a net change of +14 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q2 2023 was Sands Capital Management, an estimated $124M added.
  • The largest Ultragenyx Pharmaceutical seller in Q2 2023 was Avidity Partners Management, an estimated $56.9M sold.

Based on aggregated 13F filings for Q2 2023.