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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
APF
351
Alaska Permanent Fund
Alaska
$495K -$249K -1,079 -32%
MWC
352
MBM Wealth Consultants
Missouri
$473K +$503K +2,182 New
GLA
353
Great Lakes Advisors
Illinois
$470K +$255K +1,105 +107%
BCI
354
Brinker Capital Investments
Pennsylvania
$468K -$38.5K -167 -8%
OPS
355
Orion Portfolio Solutions
Nebraska
$468K -$38.5K -167 -8%
MML Investors Services
356
MML Investors Services
Massachusetts
$461K +$484K +2,099 New
CAN
357
Cetera Advisor Networks
California
$451K +$50.7K +220 +12%
CCM
358
Coldstream Capital Management
Washington
$450K -$18.9K -82 -4%
SCM
359
Shelton Capital Management
Colorado
$445K -$51.2K -222 -10%
MAP
360
Moody Aldrich Partners
Massachusetts
$445K
Pzena Investment Management
361
Pzena Investment Management
New York
$445K +$36.6K +159 +9%
EFM
362
E Fund Management
China
$437K -$10.1K -44 -2%
LAM
363
L2 Asset Management
Massachusetts
$436K +$324K +1,406 +243%
BAM
364
Blueshift Asset Management
New Jersey
$436K +$457K +1,983 New
SAM
365
Shell Asset Management
Netherlands
$422K -$132K -574 -23%
FCBT
366
First Citizens Bank & Trust
North Carolina
$420K +$440K +1,910 New
Cerity Partners
367
Cerity Partners
New York
$420K +$440K +1,909 New
HI
368
Handelsinvest Investeringsforvaltning
Denmark
$411K +$431K +1,869 New
GCP
369
GSA Capital Partners
United Kingdom
$410K +$149K +646 +53%
SIA
370
Strategic Investment Advisors
Michigan
$409K -$21.2K -92 -5%
HIM
371
Hillsdale Investment Management
Ontario, Canada
$407K
GS
372
GTS Securities
New York
$379K +$397K +1,723 New
RJFSA
373
Raymond James Financial Services Advisors
Florida
$374K -$148K -644 -27%
Cambridge Investment Research Advisors
374
Cambridge Investment Research Advisors
Iowa
$372K -$3.23K -14 -0.8%
MGP
375
Metis Global Partners
California
$370K -$30.2K -131 -7%

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.