Ultragenyx Pharmaceutical
RARE
237 hedge funds and large institutions have $3.85B invested in Ultragenyx Pharmaceutical in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 74 reducing their positions, and 23 closing their positions.
91% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 23
53% more capital invested
Capital invested by funds: $2.52B → $3.85B (+$1.33B)
28% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 74
8% more funds holding
Funds holding: 220 → 237 (+17)
0.74% less ownership
Funds ownership: 98.74% → 98% (-0.74%)
1% less call options, than puts
Call options by funds: $23.1M | Put options by funds: $23.4M
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sands Capital Management
Arlington,
Virginia
|
+$59.7M |
| 2 |
RI
RTW Investments
New York
|
+$57.5M |
| 3 |
SCM
Suvretta Capital Management
New York
|
+$56.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55.8M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$36.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Avoro Capital Advisors
New York
|
-$44.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$30.3M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$23.8M |
| 4 |
FLAM
First Light Asset Management
Edina,
Minnesota
|
-$14.7M |
| 5 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$9.47M |
RARE Hedge Fund Activity: Q4 2023 in Review
237 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Ultragenyx Pharmaceutical (RARE) for Q4 2023, worth a combined $3.85B — up 53% from $2.52B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new RARE positions and 23 closed out — a net gain of 21 holders — while 95 added to existing stakes and 74 trimmed.
The largest buyer was Sands Capital Management, adding an estimated $59.7M. The largest seller was Avoro Capital Advisors, cutting an estimated $44.6M.
- 237 institutional investors held Ultragenyx Pharmaceutical (RARE) as of Q4 2023, up from 220 in Q3 2023.
- Funds reported $3.85B of Ultragenyx Pharmaceutical stock for Q4 2023, up 53% quarter-over-quarter.
- 44 funds opened new Ultragenyx Pharmaceutical positions in Q4 2023 and 23 closed out, a net change of +21 holders.
- The largest Ultragenyx Pharmaceutical buyer in Q4 2023 was Sands Capital Management, an estimated $59.7M added.
- The largest Ultragenyx Pharmaceutical seller in Q4 2023 was Avoro Capital Advisors, an estimated $44.6M sold.
Based on aggregated 13F filings for Q4 2023.