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United Therapeutics

535 hedge funds and large institutions have $9.95B invested in United Therapeutics in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 201 increasing their positions, 170 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 41

18% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 170

5% more funds holding

Funds holding: 508535 (+27)

1.34% more ownership

Funds ownership: 94.78%96.12% (+1.3%)

1% less capital invested

Capital invested by funds: $10.1B → $9.95B (-$111M)

27% less call options, than puts

Call options by funds: $24.8M | Put options by funds: $33.9M

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
535
Holders Change
+27
Holders Change %
+5.31%
% of All Funds
7.8%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.15%
New
78
Increased
201
Reduced
170
Closed
41
Calls
$24.8M
Puts
$33.9M
Net Calls
-$9.08M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
BCIM
276
British Columbia Investment Management
British Columbia, Canada
$1.19M +$263K +1,140 +27%
Public Employees Retirement Association of Colorado
277
Public Employees Retirement Association of Colorado
Colorado
$1.18M -$51.9K -225 -4%
NAM
278
NorthCrest Asset Manangement
Minnesota
$1.17M
NAM
279
Nissay Asset Management
Japan
$1.17M +$50.2K +218 +4%
CCM
280
Cinctive Capital Management
New York
$1.16M +$1.22M +5,282 New
Commonwealth Equity Services
281
Commonwealth Equity Services
Massachusetts
$1.16M +$15.4K +67 +1%
O
282
Ossiam
France
$1.15M -$356K -1,544 -23%
SG Americas Securities
283
SG Americas Securities
New York
$1.14M -$1.96M -8,516 -62%
EP
284
Edgestream Partners
New Jersey
$1.14M -$1.21M -5,259 -50%
Stifel Financial
285
Stifel Financial
Missouri
$1.14M -$24.7K -107 -2%
CIC
286
Cornercap Investment Counsel
Georgia
$1.13M -$922 -4 -0.1%
UOC
287
UBS O'Connor
Illinois
$1.11M -$1.72M -7,482 -60%
KWMG
288
King Wealth Management Group
Florida
$1.1M
Vontobel Holding
289
Vontobel Holding
Switzerland
$1.09M +$884K +3,834 +340%
EWM
290
Empirical Wealth Management
Washington
$1.07M +$1.12M +4,880 New
GCM
291
Graham Capital Management
Connecticut
$1.03M +$668K +2,899 +161%
TRCT
292
Tower Research Capital (TRC)
New York
$1.02M +$680K +2,952 +175%
LAM
293
Lifestyle Asset Management
Texas
$1.01M +$9.45K +41 +0.9%
VA
294
Vident Advisory
Georgia
$994K +$419K +1,818 +67%
RG
295
Rathbones Group
United Kingdom
$937K
Bessemer Group
296
Bessemer Group
New Jersey
$932K -$98.4K -427 -9%
QC
297
Quent Capital
New York
$930K -$6.22K -27 -0.6%
KCM
298
Kendall Capital Management
Maryland
$926K +$302K +1,310 +45%
MCM
299
Mork Capital Management
California
$902K
EF
300
Empirical Finance
Pennsylvania
$883K

UTHR Hedge Fund Activity: Q4 2023 in Review

535 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q4 2023, worth a combined $9.95B — down 1.1% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new UTHR positions and 41 closed out — a net gain of 37 holders — while 201 added to existing stakes and 170 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $130M. The largest seller was Wellington Management Group, cutting an estimated $75.6M.

  • 535 institutional investors held United Therapeutics (UTHR) as of Q4 2023, up from 508 in Q3 2023.
  • Funds reported $9.95B of United Therapeutics stock for Q4 2023, down 1.1% quarter-over-quarter.
  • 78 funds opened new United Therapeutics positions in Q4 2023 and 41 closed out, a net change of +37 holders.
  • The largest United Therapeutics buyer in Q4 2023 was Morgan Stanley, an estimated $130M added.
  • The largest United Therapeutics seller in Q4 2023 was Wellington Management Group, an estimated $75.6M sold.

Based on aggregated 13F filings for Q4 2023.