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United Therapeutics

508 hedge funds and large institutions have $10.1B invested in United Therapeutics in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 173 increasing their positions, 181 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 34

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

7% more funds holding

Funds holding: 475508 (+33)

1% more capital invested

Capital invested by funds: $9.94B → $10.1B (+$119M)

4% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 181

1.4% less ownership

Funds ownership: 96.18%94.78% (-1.4%)

29% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $36M

Holders
508
Holders Change
+33
Holders Change %
+6.95%
% of All Funds
8.06%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
72
Increased
173
Reduced
181
Closed
34
Calls
$25.6M
Puts
$36M
Net Calls
-$10.5M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
301
Hennion & Walsh Asset Management
New Jersey
$659K +$48.4K +210 +8%
EGM
302
Engineers Gate Manager
New York
$658K -$653K -2,835 -49%
KCM
303
Kendall Capital Management
Maryland
$655K +$359K +1,557 +116%
JIR
304
James Investment Research
Ohio
$651K +$664K +2,883 New
Creative Planning
305
Creative Planning
Kansas
$647K -$9.21K -40 -1%
AI
306
Atom Investors
Texas
$637K +$650K +2,822 New
CIA
307
Compass Ion Advisors
Pennsylvania
$636K +$648K +2,815 New
KI
308
Kapitalo Investimentos
Brazil
$624K +$636K +2,762 New
I
309
InceptionR
California
$621K +$633K +2,749 New
TC
310
TwinBeech Capital
New York
$621K +$633K +2,749 New
VA
311
Vident Advisory
Georgia
$611K +$623K +2,704 New
HPM
312
Hudson Portfolio Management
New York
$591K -$198K -860 -25%
SAM
313
Sectoral Asset Management
Quebec, Canada
$591K +$84.8K +368 +16%
ETC
314
Exchange Traded Concepts
Oklahoma
$573K -$27.4K -119 -4%
Neuberger Berman Group
315
Neuberger Berman Group
New York
$568K +$16.4K +71 +3%
ECM
316
EMC Capital Management
Texas
$567K -$385K -1,672 -40%
FAF
317
Första AP-fonden
Sweden
$565K -$1.36M -5,900 -70%
AAM
318
Aureus Asset Management
Massachusetts
$565K
SAM
319
Shell Asset Management
Netherlands
$563K -$9.9K -43 -2%
PNC Financial Services Group
320
PNC Financial Services Group
Pennsylvania
$558K +$55K +239 +11%
Cetera Investment Advisers
321
Cetera Investment Advisers
Illinois
$556K +$48.4K +210 +9%
CL
322
CSS LLC
Illinois
$553K -$80.6K -350 -13%
Marshall Wace
323
Marshall Wace
United Kingdom
$553K +$564K +2,448 New
RJFSA
324
Raymond James Financial Services Advisors
Florida
$530K +$177K +769 +49%
PWAG
325
Polaris Wealth Advisory Group
California
$527K +$537K +2,332 New