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UroGen Pharma

85 hedge funds and large institutions have $137M invested in UroGen Pharma in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

31% more funds holding

Funds holding: 6585 (+20)

18% more capital invested

Capital invested by funds: $116M → $137M (+$20.7M)

2.92% more ownership

Funds ownership: 53.41%56.33% (+2.9%)

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

36% less call options, than puts

Call options by funds: $193K | Put options by funds: $300K

Holders
85
Holders Change
+20
Holders Change %
+30.77%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
15
Reduced
20
Closed
10
Calls
$193K
Puts
$300K
Net Calls
-$107K
Net Calls Change
-$876K
Name Holding Trade Value Shares
Change
Change in
Stake
MMH
1
Menora Mivtachim Holdings
Israel
$26.2M -$4.29M -389,183 -13%
BlackRock
2
BlackRock
New York
$11.4M +$8.97M +813,377 +286%
CS
3
Credit Suisse
Switzerland
$11M
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$10.6M -$3.32K -301 -0%
RI
5
RTW Investments
New York
$8.87M
MIFH
6
Migdal Insurance & Financial Holdings
Israel
$7.23M
OM
7
Opaleye Management
Massachusetts
$5.9M +$717K +65,000 +13%
CI
8
Clal Insurance
Israel
$5.48M
WCM
9
Wildcat Capital Management
New York
$5.13M
SCM
10
Stonepine Capital Management
Oregon
$4.64M -$2.79M -253,027 -36%
Wells Fargo
11
Wells Fargo
California
$4.42M +$44.1K +3,997 +0.9%
State Street
12
State Street
Massachusetts
$4.34M +$3.3M +298,823 +249%
LCM
13
Laurion Capital Management
New York
$3.82M -$127K -11,495 -3%
AIM
14
ARK Investment Management
Florida
$2.09M -$759K -68,828 -25%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.09M +$2.07M +187,345 +1,303%
Millennium Management
16
Millennium Management
New York
$1.99M -$1.79M -162,648 -46%
Northern Trust
17
Northern Trust
Illinois
$1.85M +$1.74M +157,725 +735%
AA
18
AlphaCentric Advisors
Puerto Rico
$1.58M +$1.68M +152,500 New
Cerity Partners
19
Cerity Partners
New York
$1.3M
MIH
20
Meitav Investment House
Israel
$1.11M -$18.8K -1,700 -2%
Vanguard Group
21
Vanguard Group
Pennsylvania
$1.03M +$1.1M +99,815 New
Marshall Wace
22
Marshall Wace
United Kingdom
$899K +$790K +71,572 +468%
Ameriprise
23
Ameriprise
Minnesota
$880K +$44.5K +4,033 +5%
AC
24
Annandale Capital
Texas
$873K
RHJA
25
Rice Hall James & Associates
California
$788K +$31.8K +2,882 +4%

URGN Hedge Fund Activity: Q2 2023 in Review

85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in UroGen Pharma (URGN) for Q2 2023, worth a combined $137M — up 18% from $116M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new URGN positions and 10 closed out — a net gain of 20 holders — while 15 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $8.97M. The largest seller was Menora Mivtachim Holdings, cutting an estimated $4.29M.

  • 85 institutional investors held UroGen Pharma (URGN) as of Q2 2023, up from 65 in Q1 2023.
  • Funds reported $137M of UroGen Pharma stock for Q2 2023, up 18% quarter-over-quarter.
  • 30 funds opened new UroGen Pharma positions in Q2 2023 and 10 closed out, a net change of +20 holders.
  • The largest UroGen Pharma buyer in Q2 2023 was BlackRock, an estimated $8.97M added.
  • The largest UroGen Pharma seller in Q2 2023 was Menora Mivtachim Holdings, an estimated $4.29M sold.

Based on aggregated 13F filings for Q2 2023.