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UroGen Pharma

82 hedge funds and large institutions have $214M invested in UroGen Pharma in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $1.31M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.46% less ownership

Funds ownership: 64.21%62.75% (-1.5%)

8% less funds holding

Funds holding: 8982 (-7)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

23% less capital invested

Capital invested by funds: $277M → $214M (-$63.5M)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
82
Holders Change
-7
Holders Change %
-7.87%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
24
Reduced
29
Closed
14
Calls
$1.34M
Puts
$1.31M
Net Calls
+$23K
Net Calls Change
-$489K
Name Holding Trade Value Shares
Change
Change in
Stake
MMH
1
Menora Mivtachim Holdings
Israel
$45.1M
BlackRock
2
BlackRock
New York
$26.4M +$1.02M +56,434 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$21.2M -$4.79M -264,958 -16%
CS
4
Credit Suisse
Switzerland
$16.6M -$630K -34,843 -3%
ZCA
5
Zeke Capital Advisors
Pennsylvania
$11M +$3.72M +205,769 +40%
MIFH
6
Migdal Insurance & Financial Holdings
Israel
$10.7M
HCM
7
Horton Capital Management
Pennsylvania
$9.59M +$159K +8,800 +1%
WCM
8
Wildcat Capital Management
New York
$8.14M
CI
9
Clal Insurance
Israel
$8.08M
State Street
10
State Street
Massachusetts
$7.29M +$649K +35,919 +8%
PF
11
Phoenix Financial
Israel
$5.78M -$4.35M -240,380 -39%
AIM
12
ARK Investment Management
Florida
$4.83M +$441K +24,378 +8%
RHJA
13
Rice Hall James & Associates
California
$3.69M -$817K -45,168 -16%
Northern Trust
14
Northern Trust
Illinois
$3.02M -$176K -9,742 -5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.53M +$7.78K +430 +0.3%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$2.45M -$105K -5,831 -4%
MIH
17
Meitav Investment House
Israel
$1.53M +$673K +37,239 +59%
N
18
Nuveen
North Carolina
$1.48M -$109K -6,054 -6%
Vanguard Group
19
Vanguard Group
Pennsylvania
$1.47M +$65.9K +3,647 +4%
Bank of America
20
Bank of America
North Carolina
$1.37M +$1.02M +56,313 +169%
AC
21
Annandale Capital
Texas
$1.32M
JP Morgan Chase
22
JP Morgan Chase
New York
$1.31M -$225K -12,425 -13%
Morgan Stanley
23
Morgan Stanley
New York
$1.13M +$1.31M +72,367 +5,869%
Goldman Sachs
24
Goldman Sachs
New York
$1.05M -$621K -34,368 -33%
Citadel Advisors
25
Citadel Advisors
Florida
$1.05M +$553K +30,604 +81%

URGN Hedge Fund Activity: Q2 2021 in Review

82 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in UroGen Pharma (URGN) for Q2 2021, worth a combined $214M — down 23% from $277M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of URGN and 7 opened new positions — a net loss of 7 holders — while 29 trimmed existing stakes and 24 added.

The largest buyer was Zeke Capital Advisors, adding an estimated $3.72M. The largest seller was Wellington Management Group, cutting an estimated $4.79M.

  • 82 institutional investors held UroGen Pharma (URGN) as of Q2 2021, down from 89 in Q1 2021.
  • Funds reported $214M of UroGen Pharma stock for Q2 2021, down 23% quarter-over-quarter.
  • 7 funds opened new UroGen Pharma positions in Q2 2021 and 14 closed out, a net change of -7 holders.
  • The largest UroGen Pharma buyer in Q2 2021 was Zeke Capital Advisors, an estimated $3.72M added.
  • The largest UroGen Pharma seller in Q2 2021 was Wellington Management Group, an estimated $4.79M sold.

Based on aggregated 13F filings for Q2 2021.