USA Rare Earth Inc
USAR
47 hedge funds and large institutions have $239M invested in USA Rare Earth Inc in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 7 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
20% more capital invested
Capital invested by funds: $199M → $239M (+$40.1M)
14.65% more ownership
Funds ownership: 77.82% → 92.47% (+15%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
6% less funds holding
Funds holding: 50 → 47 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
HGC Investment Management
Toronto,
Ontario, Canada
|
+$24.9M |
| 2 |
SIA
Schechter Investment Advisors
Birmingham,
Michigan
|
+$20.1M |
| 3 |
WC
Wealthspring Capital
West Harrison,
New York
|
+$9M |
| 4 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$4.33M |
| 5 |
KL
KIM LLC
Wichita,
Kansas
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$15.3M |
| 2 |
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
|
-$4.93M |
| 3 |
PC
Periscope Capital
Toronto,
Ontario, Canada
|
-$2.05M |
| 4 |
FTCM
Fir Tree Capital Management
New York
|
-$1.87M |
| 5 |
CAC
Cowen and Company
New York
|
-$1.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
51
Cantor Fitzgerald
New York
| – | -$374K | -36,584 | Closed |
|
52
Parallax Volatility Advisers
San Francisco,
California
| – | -$255K | -25,000 | Closed |
|
|
KPF
53
K2 Principal Fund
Toronto,
Ontario, Canada
| – | -$141K | -13,760 | Closed |
|
|
TI
54
Tidal Investments
Milwaukee,
Wisconsin
| – | -$102K | -10,000 | Closed |
|
USAR Hedge Fund Activity: Q4 2023 in Review
47 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in USA Rare Earth Inc (USAR) for Q4 2023, worth a combined $239M — up 20% from $199M a quarter earlier.
Fund positioning in USAR was balanced in Q4 2023: 7 funds opened new positions, 7 closed out, 11 added to existing stakes and 9 trimmed.
The largest buyer was HGC Investment Management, opening a new position worth an estimated $24.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $15.3M sold.
- 47 institutional investors held USA Rare Earth Inc (USAR) as of Q4 2023, down from 50 in Q3 2023.
- Funds reported $239M of USA Rare Earth Inc stock for Q4 2023, up 20% quarter-over-quarter.
- 7 funds opened new USA Rare Earth Inc positions in Q4 2023 and 7 closed out, a net change of 0 holders.
- The largest USA Rare Earth Inc buyer in Q4 2023 was HGC Investment Management, an estimated $24.9M added.
- The largest USA Rare Earth Inc seller in Q4 2023 was Citadel Advisors, an estimated $15.3M sold.
Based on aggregated 13F filings for Q4 2023.