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United Therapeutics

506 hedge funds and large institutions have $10.1B invested in United Therapeutics in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 184 increasing their positions, 166 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 166

0.26% more ownership

Funds ownership: 98.39%98.65% (+0.26%)

3% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 87

6% less call options, than puts

Call options by funds: $40.2M | Put options by funds: $42.6M

1% less funds holding

Funds holding: 512506 (-6)

18% less capital invested

Capital invested by funds: $12.3B → $10.1B (-$2.19B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
506
Holders Change
-6
Holders Change %
-1.17%
% of All Funds
8.06%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.27%
New
84
Increased
184
Reduced
166
Closed
87
Calls
$40.2M
Puts
$42.6M
Net Calls
-$2.42M
Net Calls Change
-$9.23M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
251
Tamarack Advisers
California
$1.34M +$1.48M +6,000 New
ProShare Advisors
252
ProShare Advisors
Maryland
$1.33M -$332K -1,345 -19%
SG Americas Securities
253
SG Americas Securities
New York
$1.32M -$2.18M -8,826 -60%
LPL Financial
254
LPL Financial
California
$1.32M +$147K +595 +11%
Stifel Financial
255
Stifel Financial
Missouri
$1.29M -$290K -1,178 -17%
NERM
256
New England Research & Management
Illinois
$1.25M +$275K +1,115 +25%
NIM
257
Nicollet Investment Management
Minnesota
$1.24M -$61.6K -250 -4%
DTL
258
Dynamic Technology Lab
Singapore
$1.24M +$1.37M +5,539 New
AG
259
Algert Global
California
$1.24M -$4.68M -19,001 -77%
NAM
260
NorthCrest Asset Manangement
Minnesota
$1.19M
CIC
261
Cornercap Investment Counsel
Georgia
$1.17M +$72.5K +294 +6%
EGM
262
Engineers Gate Manager
New York
$1.15M +$1.08M +4,388 +584%
Truist Financial
263
Truist Financial
North Carolina
$1.15M -$320K -1,299 -20%
KWMG
264
King Wealth Management Group
Florida
$1.12M
AIM
265
Achmea Investment Management
Netherlands
$1.1M +$1.22M +4,930 New
ESCM
266
Echo Street Capital Management
New York
$1.06M +$1.17M +4,740 New
DGAM
267
Desjardins Global Asset Management
Quebec, Canada
$1.06M +$1.16M +4,718 New
NAM
268
Nissay Asset Management
Japan
$1.04M +$1.15M +4,662 New
Bessemer Group
269
Bessemer Group
New Jersey
$1.03M -$493 -2 -0%
Voloridge Investment Management
270
Voloridge Investment Management
Florida
$1M +$1.1M +4,478 New
Squarepoint
271
Squarepoint
New York
$985K -$489K -1,984 -31%
TPCW
272
TD Private Client Wealth
New York
$983K -$69.3K -281 -6%
CGH
273
Crossmark Global Holdings
Texas
$983K +$33K +134 +3%
Bank of Nova Scotia
274
Bank of Nova Scotia
Ontario, Canada
$971K +$1.07M +4,334 New
Fisher Asset Management
275
Fisher Asset Management
Washington
$969K -$22.9K -93 -2%

UTHR Hedge Fund Activity: Q1 2023 in Review

506 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q1 2023, worth a combined $10.1B — down 18% from $12.3B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of UTHR and 84 opened new positions — a net loss of 3 holders — while 166 trimmed existing stakes and 184 added.

The largest buyer was Wellington Management Group, adding an estimated $299M. The largest seller was Avidity Partners Management, exiting entirely with an estimated $218M sold.

  • 506 institutional investors held United Therapeutics (UTHR) as of Q1 2023, down from 512 in Q4 2022.
  • Funds reported $10.1B of United Therapeutics stock for Q1 2023, down 18% quarter-over-quarter.
  • 84 funds opened new United Therapeutics positions in Q1 2023 and 87 closed out, a net change of -3 holders.
  • The largest United Therapeutics buyer in Q1 2023 was Wellington Management Group, an estimated $299M added.
  • The largest United Therapeutics seller in Q1 2023 was Avidity Partners Management, an estimated $218M sold.

Based on aggregated 13F filings for Q1 2023.