USA Rare Earth Inc
USAR
46 hedge funds and large institutions have $254M invested in USA Rare Earth Inc in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2% more funds holding
Funds holding: 45 → 46 (+1)
2.14% more ownership
Funds ownership: 92.37% → 94.51% (+2.1%)
4% more capital invested
Capital invested by funds: $245M → $254M (+$9.13M)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAC
Cowen and Company
New York
|
+$11.2M |
| 2 |
MSU
Mizuho Securities USA
New York
|
+$6.35M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$5.52M |
| 4 |
CC
Centiva Capital
New York
|
+$4.11M |
| 5 |
MC
Meteora Capital
Boca Raton,
Florida
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KL
KIM LLC
Wichita,
Kansas
|
-$13.2M |
| 2 |
MI
MMCAP International
Grand Cayman,
Cayman Islands
|
-$5.34M |
| 3 |
PC
Periscope Capital
Toronto,
Ontario, Canada
|
-$4.27M |
| 4 |
CA
Crossingbridge Advisors
Pleasantville,
New York
|
-$3.29M |
| 5 |
SIA
Schechter Investment Advisors
Birmingham,
Michigan
|
-$2.18M |
USAR Hedge Fund Activity: Q3 2024 in Review
46 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in USA Rare Earth Inc (USAR) for Q3 2024, worth a combined $254M — up 3.7% from $245M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new USAR positions and 5 closed out — a net gain of 1 holder — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Cowen and Company, adding an estimated $11.2M. The largest seller was KIM LLC, exiting entirely with an estimated $13.2M sold.
- 46 institutional investors held USA Rare Earth Inc (USAR) as of Q3 2024, up from 45 in Q2 2024.
- Funds reported $254M of USA Rare Earth Inc stock for Q3 2024, up 3.7% quarter-over-quarter.
- 6 funds opened new USA Rare Earth Inc positions in Q3 2024 and 5 closed out, a net change of +1 holder.
- The largest USA Rare Earth Inc buyer in Q3 2024 was Cowen and Company, an estimated $11.2M added.
- The largest USA Rare Earth Inc seller in Q3 2024 was KIM LLC, an estimated $13.2M sold.
Based on aggregated 13F filings for Q3 2024.