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Ultragenyx Pharmaceutical

219 hedge funds and large institutions have $2.52B invested in Ultragenyx Pharmaceutical in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 105 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

46% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 72

11% more call options, than puts

Call options by funds: $14M | Put options by funds: $12.7M

0.57% more ownership

Funds ownership: 98.18%98.74% (+0.57%)

10% less funds holding

Funds holding: 242219 (-23)

21% less capital invested

Capital invested by funds: $3.21B → $2.52B (-$689M)

67% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 33

Holders
219
Holders Change
-23
Holders Change %
-9.5%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
11
Increased
105
Reduced
72
Closed
33
Calls
$14M
Puts
$12.7M
Net Calls
+$1.34M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$258M +$8.51M +214,666 +3%
RI
2
RTW Investments
New York
$193M
Wellington Management Group
3
Wellington Management Group
Massachusetts
$185M +$727K +18,359 +0.4%
BlackRock
4
BlackRock
New York
$181M +$483K +12,182 +0.2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$113M -$18M -454,832 -13%
Sands Capital Management
6
Sands Capital Management
Virginia
$91.9M -$3.82M -96,421 -4%
State Street
7
State Street
Massachusetts
$91.5M +$4.06M +102,408 +4%
ClearBridge Investments
8
ClearBridge Investments
New York
$81.8M -$18.6M -469,676 -17%
Federated Hermes
9
Federated Hermes
Pennsylvania
$78.3M +$16.6M +419,900 +24%
Alkeon Capital Management
10
Alkeon Capital Management
New York
$69.3M
AllianceBernstein
11
AllianceBernstein
Tennessee
$54.6M +$742K +18,738 +1%
ACA
12
Avoro Capital Advisors
New York
$53.5M +$29.7M +750,000 +100%
RSCM
13
Rock Springs Capital Management
Maryland
$52.6M +$3.65M +92,172 +7%
BBA
14
Baker Bros. Advisors
New York
$48.7M +$23.1M +583,488 +75%
First Trust Advisors
15
First Trust Advisors
Illinois
$42.8M +$1.86M +46,852 +4%
FLAM
16
First Light Asset Management
Minnesota
$40.1M +$21.2M +535,069 +91%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$38.6M +$898K +22,674 +2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$36.6M +$7.73M +195,108 +23%
Deutsche Bank
19
Deutsche Bank
Germany
$33.8M +$2.38M +60,001 +7%
Marshall Wace
20
Marshall Wace
United Kingdom
$33.5M +$560K +14,126 +2%
Pictet Asset Management
21
Pictet Asset Management
Switzerland
$31M +$34.4M +869,388 New
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$26.7M +$5.71M +143,991 +24%
Hudson Bay Capital Management
23
Hudson Bay Capital Management
Connecticut
$26.2M +$9.21M +232,500 +46%
GPP
24
Great Point Partners
Connecticut
$25.9M +$1.98M +50,000 +7%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$25.5M +$11.6M +291,588 +69%

RARE Hedge Fund Activity: Q3 2023 in Review

219 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q3 2023, worth a combined $2.52B — down 21% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of RARE and 11 opened new positions — a net loss of 22 holders — while 72 trimmed existing stakes and 105 added.

The largest buyer was Avoro Capital Advisors, adding an estimated $29.7M. The largest seller was Capital International Investors, exiting entirely with an estimated $44.6M sold.

  • 219 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q3 2023, down from 242 in Q2 2023.
  • Funds reported $2.52B of Ultragenyx Pharmaceutical stock for Q3 2023, down 21% quarter-over-quarter.
  • 11 funds opened new Ultragenyx Pharmaceutical positions in Q3 2023 and 33 closed out, a net change of -22 holders.
  • The largest Ultragenyx Pharmaceutical buyer in Q3 2023 was Avoro Capital Advisors, an estimated $29.7M added.
  • The largest Ultragenyx Pharmaceutical seller in Q3 2023 was Capital International Investors, an estimated $44.6M sold.

Based on aggregated 13F filings for Q3 2023.