USA Rare Earth Inc
USAR
8 hedge funds and large institutions have $19.1M invested in USA Rare Earth Inc in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 39 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
83% less funds holding
Funds holding: 46 → 8 (-38)
87.85% less ownership
Funds ownership: 94.51% → 6.66% (-88%)
92% less capital invested
Capital invested by funds: $254M → $19.1M (-$235M)
95% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NM
Newtyn Management
New York
|
+$7.77M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$341K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$8.69K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
-$26.5M |
| 2 |
MSU
Mizuho Securities USA
New York
|
-$21.4M |
| 3 |
FTCM
First Trust Capital Management
Chicago,
Illinois
|
-$15.6M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$14.2M |
| 5 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
-$13M |
USAR Hedge Fund Activity: Q4 2024 in Review
8 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in USA Rare Earth Inc (USAR) for Q4 2024, worth a combined $19.1M — down 92% from $254M a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of USAR and 2 opened new positions — a net loss of 37 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Newtyn Management, opening a new position worth an estimated $7.77M. The largest seller was Westchester Capital Management (New York), exiting entirely with an estimated $26.5M sold.
- 8 institutional investors held USA Rare Earth Inc (USAR) as of Q4 2024, down from 46 in Q3 2024.
- Funds reported $19.1M of USA Rare Earth Inc stock for Q4 2024, down 92% quarter-over-quarter.
- 2 funds opened new USA Rare Earth Inc positions in Q4 2024 and 39 closed out, a net change of -37 holders.
- The largest USA Rare Earth Inc buyer in Q4 2024 was Newtyn Management, an estimated $7.77M added.
- The largest USA Rare Earth Inc seller in Q4 2024 was Westchester Capital Management (New York), an estimated $26.5M sold.
Based on aggregated 13F filings for Q4 2024.