We are live on ! Find out more
UTHR icon

United Therapeutics
UTHR

334 hedge funds and large institutions have $7.13B invested in United Therapeutics in 2014 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 93 increasing their positions, 147 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

5% more funds holding

Funds holding: 319 → 334 (+15)

5% more capital invested

Capital invested by funds: $6.8B → $7.13B (+$336M)

4% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $37.8M

28% less funds holding in top 10

Funds holding in top 10: 18 → 13 (-5)

37% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 147

Holders
334
Holders Change
+15
Holders Change %
+4.7%
% of All Funds
8.91%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
54
Increased
93
Reduced
147
Closed
36
Calls
$39.2M
Puts
$37.8M
Net Calls
+$1.37M
Net Calls Change
+$239M

Top Buyers

1
SCM
Scopia Capital Management
New York
+$41.6M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$41.6M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$32.3M
4
IAM
Iridian Asset Management
Connecticut
+$30.4M
5
First Trust Advisors
First Trust Advisors
Illinois
+$27.1M

Top Sellers

1
HCM
Herndon Capital Management
Georgia
-$145M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$87.6M
3
WG
Winton Group
United Kingdom
-$48.4M
4
AL
AJO LP
Pennsylvania
-$39.3M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$32.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Chevy Chase Trust
276
Chevy Chase Trust
Maryland
$244K – – –
LI
277
LMCG Investments
Massachusetts
$239K +$238K +1,847 New
CIM
278
Calvert Investment Management
Maryland
$227K +$2.45K +19 +1%
OTPPB
279
Ontario Teachers' Pension Plan Board
Ontario, Canada
$218K -$118K -912 -35%
CONA
280
Capital One National Association
New York
$212K -$29K -225 -12%
HIM
281
Hillsdale Investment Management
Ontario, Canada
$207K -$12.9K -100 -6%
SKK
282
Shepherd Kaplan Krochuk
Massachusetts
$202K -$153K -1,190 -43%
OA
283
OFI Advisors
Pennsylvania
$189K -$16.9K -131 -8%
Teacher Retirement System of Texas
284
Teacher Retirement System of Texas
Texas
$185K -$26.9K -209 -13%
HNB
285
Huntington National Bank
Ohio
$170K -$82.2K -638 -33%
IMAS
286
ID Management A/S
Denmark
$155K +$155K +1,200 New
Twin Tree Management
287
Twin Tree Management
Texas
$140K +$140K +1,084 New
VFA
288
Virtus Fund Advisers
Connecticut
$135K – – –
Fuller & Thaler Asset Management
289
Fuller & Thaler Asset Management
California
$129K +$38.7K +300 +43%
Envestnet Asset Management
290
Envestnet Asset Management
Illinois
$127K -$27.2K -211 -18%
MA
291
MUFG Americas
New York
$113K – – –
LTFS
292
Ladenburg Thalmann Financial Services
Florida
$112K -$26.5K -206 -20%
NYLT
293
New York Life Trust
New York
$111K -$13.9K -108 -11%
IPC
294
Independent Portfolio Consultants
Florida
$85K +$9.02K +70 +12%
GAM
295
Gemmer Asset Management
California
$81K – – –
ST
296
Smithfield Trust
Pennsylvania
$80K -$515 -4 -0.6%
PC
297
Permanens Capital
New York
$78K +$77.3K +600 New
ANBT
298
American National Bank & Trust
Texas
$60K -$5.93K -46 -9%
DBT
299
Dubuque Bank & Trust
Iowa
$58K – – –
HMS
300
Hanseatic Management Services
New Mexico
$58K +$58.1K +451 New
10 11
12
13 14

UTHR Hedge Fund Activity: Q4 2014 in Review

334 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q4 2014, worth a combined $7.13B — up 4.9% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new UTHR positions and 36 closed out — a net gain of 18 holders — while 93 added to existing stakes and 147 trimmed.

The largest buyer was Scopia Capital Management, adding an estimated $41.6M. The largest seller was Herndon Capital Management, cutting an estimated $145M.

  • 334 institutional investors held United Therapeutics (UTHR) as of Q4 2014, up from 319 in Q3 2014.
  • Funds reported $7.13B of United Therapeutics stock for Q4 2014, up 4.9% quarter-over-quarter.
  • 54 funds opened new United Therapeutics positions in Q4 2014 and 36 closed out, a net change of +18 holders.
  • The largest United Therapeutics buyer in Q4 2014 was Scopia Capital Management, an estimated $41.6M added.
  • The largest United Therapeutics seller in Q4 2014 was Herndon Capital Management, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2014.