USA Rare Earth Inc
USAR
45 hedge funds and large institutions have $245M invested in USA Rare Earth Inc in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 8 closing their positions.
0.33% less ownership
Funds ownership: 92.69% → 92.37% (-0.33%)
1% less capital inflows, than outflows
Capital inflows: $62.1M | Capital outflows: $62.9M
12% less funds holding
Funds holding: 51 → 45 (-6)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westchester Capital Management (New York)
Valhalla,
New York
|
+$16.4M |
| 2 |
Mizuho Securities USA
New York
|
+$14.8M |
| 3 |
W.R. Berkley Corp
Greenwich,
Connecticut
|
+$10M |
| 4 |
Shaolin Capital Management
Miami,
Florida
|
+$6.19M |
| 5 |
Wolverine Asset Management
Chicago,
Illinois
|
+$4.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HGC Investment Management
Toronto,
Ontario, Canada
|
-$24.2M |
| 2 |
Schechter Investment Advisors
Birmingham,
Michigan
|
-$8.63M |
| 3 |
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$8.42M |
| 4 |
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
|
-$6.3M |
| 5 |
Wealthspring Capital
West Harrison,
New York
|
-$5.62M |
USAR Hedge Fund Activity: Q2 2024 in Review
45 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in USA Rare Earth Inc (USAR) for Q2 2024, worth a combined $245M — up 0.9% from $243M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of USAR and 2 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 10 added.
The largest buyer was Westchester Capital Management (New York), adding an estimated $16.4M. The largest seller was HGC Investment Management, cutting an estimated $24.2M.
- 45 institutional investors held USA Rare Earth Inc (USAR) as of Q2 2024, down from 51 in Q1 2024.
- Funds reported $245M of USA Rare Earth Inc stock for Q2 2024, up 0.9% quarter-over-quarter.
- 2 funds opened new USA Rare Earth Inc positions in Q2 2024 and 8 closed out, a net change of -6 holders.
- The largest USA Rare Earth Inc buyer in Q2 2024 was Westchester Capital Management (New York), an estimated $16.4M added.
- The largest USA Rare Earth Inc seller in Q2 2024 was HGC Investment Management, an estimated $24.2M sold.
Based on aggregated 13F filings for Q2 2024.