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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
OPS
351
Orion Portfolio Solutions
Nebraska
$343K +$378K +1,532 New
TA
352
TFB Advisors
Kansas
$341K +$64.8K +263 +21%
JF
353
Jump Financial
Illinois
$340K -$14.1K -57 -4%
SPA
354
Sherbrooke Park Advisers
New York
$336K +$370K +1,500 New
JFG
355
Jefferies Financial Group
New York
$323K +$355K +1,440 New
VIA
356
Vident Investment Advisory
Georgia
$320K -$133K -540 -27%
BAM
357
Blueshift Asset Management
New Jersey
$317K +$349K +1,416 New
AA
358
ALPS Advisors
Colorado
$309K +$340K +1,380 New
SFS
359
Stiles Financial Services
Minnesota
$309K
SCM
360
Suvretta Capital Management
New York
$305K +$335K +1,360 New
FLAM
361
First Light Asset Management
Minnesota
$301K
GHA
362
GW Henssler & Associates
Georgia
$297K +$2.96K +12 +0.9%
CIBC Asset Management
363
CIBC Asset Management
Ontario, Canada
$292K +$32.5K +132 +11%
QI
364
Qtron Investments
Massachusetts
$291K +$320K +1,299 New
UB
365
UMB Bank
Missouri
$290K
CB
366
Commerce Bank
Missouri
$287K +$41.2K +167 +15%
VIM
367
Vinva Investment Management
Australia
$286K +$322K +1,305 New
CAG
368
Csenge Advisory Group
Florida
$278K -$21.4K -87 -7%
API
369
Advisor Partners II
California
$271K +$7.89K +32 +3%
WAM
370
Watershed Asset Management
California
$251K +$33.5K +136 +14%
FFM
371
Forum Financial Management
Illinois
$251K
MF
372
Meridian Financial
Massachusetts
$251K +$276K +1,120 New
TRIA
373
Trail Ridge Investment Advisors
Colorado
$251K +$276K +1,120 New
VEA
374
Virtus ETF Advisers
New York
$249K +$4.93K +20 +2%
OC
375
Oakworth Capital
Alabama
$249K

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.