We are live on ! Find out more
UTHR icon

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
NRD
326
Nebula Research & Development
New York
$659K +$15K +65 +2%
HWAM
327
Hennion & Walsh Asset Management
New Jersey
$633K -$9.45K -41 -1%
JIR
328
James Investment Research
Ohio
$632K -$2.54K -11 -0.4%
PCS
329
Private Client Services
Kentucky
$629K +$659K +2,861 New
SAM
330
Sectoral Asset Management
Quebec, Canada
$619K +$46.1K +200 +8%
CIA
331
Compass Ion Advisors
Pennsylvania
$614K -$5.53K -24 -0.9%
ETC
332
Exchange Traded Concepts
Oklahoma
$604K +$48.4K +210 +8%
Neuberger Berman Group
333
Neuberger Berman Group
New York
$596K +$45.4K +197 +8%
Cetera Investment Advisers
334
Cetera Investment Advisers
Illinois
$585K +$45.4K +197 +8%
Capstone Investment Advisors
335
Capstone Investment Advisors
New York
$583K +$179K +778 +42%
PNC Financial Services Group
336
PNC Financial Services Group
Pennsylvania
$580K +$37.8K +164 +7%
WAM
337
Weiss Asset Management
Massachusetts
$579K +$607K +2,634 New
NVCHI
338
New Vernon Capital Holdings II
New Jersey
$573K +$600K +2,605 New
Aviva
339
Aviva
United Kingdom
$568K -$4.16M -18,044 -87%
CL
340
CSS LLC
Illinois
$561K +$23K +100 +4%
HPM
341
Hudson Portfolio Management
New York
$557K -$19.1K -83 -3%
ECM
342
EMC Capital Management
Texas
$552K
AAM
343
Aureus Asset Management
Massachusetts
$550K
OAC
344
OMERS Administration Corp
Ontario, Canada
$550K +$576K +2,500 New
GCP
345
Garda Capital Partners
Minnesota
$548K +$306K +1,329 +114%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$539K +$34.8K +151 +7%
RWP
347
RWA Wealth Partners
Massachusetts
$513K +$538K +2,332 New
US Bancorp
348
US Bancorp
Minnesota
$507K +$103K +446 +24%
HS
349
HighVista Strategies
Massachusetts
$506K
UA
350
Unison Advisors
District of Columbia
$502K

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.