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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
CB
301
Cadence Bank
Mississippi
$875K
SAM
302
Securian Asset Management
Minnesota
$874K
OC
303
Oppenheimer & Co
New York
$867K +$116K +505 +15%
GIBU
304
Gulf International Bank (UK)
United Kingdom
$858K -$111K -483 -11%
SMDAM
305
Sumitomo Mitsui DS Asset Management
Japan
$856K +$14.1K +61 +2%
Mariner
306
Mariner
Kansas
$844K +$109K +474 +14%
Fisher Asset Management
307
Fisher Asset Management
Washington
$842K +$48.2K +209 +6%
M&T Bank
308
M&T Bank
New York
$834K +$3.92K +17 +0.5%
KBC Group
309
KBC Group
Belgium
$828K +$369K +1,601 +74%
SP
310
Symmetry Partners
Connecticut
$789K -$5.3K -23 -0.6%
CGH
311
Crossmark Global Holdings
Texas
$784K -$105K -455 -11%
FAM
312
Formidable Asset Management
Ohio
$781K -$19.8K -86 -2%
MSRPS
313
Maryland State Retirement & Pension System
Maryland
$771K
A
314
AlphaQuest
New York
$770K +$807K +3,500 New
MNBTD
315
Moody National Bank Trust Division
Texas
$752K +$789K +3,422 New
CS
316
Candriam SCA
Luxembourg
$742K +$89.7K +389 +13%
RC
317
Roundview Capital
New Jersey
$741K
Creative Planning
318
Creative Planning
Kansas
$736K +$111K +481 +17%
TWD
319
True Wealth Design
Ohio
$729K -$9.91K -43 -1%
Pathstone Holdings
320
Pathstone Holdings
New Jersey
$712K +$746K +3,238 New
RI
321
Ridgewood Investments
New Jersey
$704K
Daiwa Securities Group
322
Daiwa Securities Group
Japan
$702K +$28.4K +123 +4%
TPCW
323
TD Private Client Wealth
New York
$697K -$32K -139 -4%
JCIA
324
Jackson Creek Investment Advisors
Colorado
$683K +$716K +3,106 New
AIM
325
Access Investment Management
Georgia
$668K +$701K +3,040 New

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.