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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
UCFA
326
United Capital Financial Advisors
Texas
$460K -$629K -2,553 -55%
CAM
327
Connacht Asset Management
New York
$458K +$145K +589 +40%
CCM
328
Coldstream Capital Management
Washington
$450K -$3.7K -15 -0.7%
HMS
329
Hanseatic Management Services
New Mexico
$447K +$492K +1,997 New
GIM
330
Greylin Investment Management
Virginia
$442K -$74K -300 -13%
Cetera Investment Advisers
331
Cetera Investment Advisers
Illinois
$438K +$1.48K +6 +0.3%
Neuberger Berman Group
332
Neuberger Berman Group
New York
$429K +$10.1K +41 +2%
US Bancorp
333
US Bancorp
Minnesota
$427K +$114K +461 +32%
Cerity Partners
334
Cerity Partners
New York
$420K -$17.3K -70 -4%
TRCT
335
Tower Research Capital (TRC)
New York
$412K +$103K +416 +29%
SAM
336
Sectoral Asset Management
Quebec, Canada
$406K
EF
337
Empirical Finance
Pennsylvania
$405K
TSS
338
Two Sigma Securities
New York
$399K +$258K +1,047 +143%
MGP
339
Metis Global Partners
California
$398K -$189K -765 -30%
HIM
340
Hillsdale Investment Management
Ontario, Canada
$392K +$419K +1,700 +3,400%
FIM
341
Freedom Investment Management
Connecticut
$389K -$195K -793 -31%
SIA
342
Strategic Investment Advisors
Michigan
$384K +$163K +661 +63%
BTI
343
Blue Trust Inc
Georgia
$382K +$112K +453 +49%
Pzena Investment Management
344
Pzena Investment Management
New York
$382K +$420K +1,705 New
EFM
345
E Fund Management
China
$378K +$44.6K +181 +12%
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$375K -$136K -553 -25%
CAN
347
Cetera Advisor Networks
California
$362K -$6.9K -28 -2%
FTDI
348
First Trust Direct Indexing
Massachusetts
$359K +$58.9K +239 +18%
BHCM
349
Boulder Hill Capital Management
New York
$358K +$394K +1,600 New
BCI
350
Brinker Capital Investments
Pennsylvania
$343K +$378K +1,532 New

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.