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United Therapeutics
UTHR

400 hedge funds and large institutions have $6.44B invested in United Therapeutics in 2017 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 139 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 32

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

26% more capital invested

Capital invested by funds: $5.13B → $6.44B (+$1.31B)

7% more funds holding

Funds holding: 373 → 400 (+27)

0.49% more ownership

Funds ownership: 100.54% → 101.03% (+0.49%)

3% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 139

11% less call options, than puts

Call options by funds: $20.4M | Put options by funds: $23M

Holders
400
Holders Change
+27
Holders Change %
+7.24%
% of All Funds
9.07%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
62
Increased
135
Reduced
139
Closed
32
Calls
$20.4M
Puts
$23M
Net Calls
-$2.55M
Net Calls Change
-$45.6M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$47.1M
2
WCM
Wedge Capital Management
North Carolina
+$39.8M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$24.4M
4
Renaissance Technologies
Renaissance Technologies
New York
+$24.1M
5
Fidelity International
Fidelity International
Bermuda
+$20.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$43.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$31.4M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$31.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$24.2M
5
State Street
State Street
Massachusetts
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
376
Oakworth Capital
Alabama
$8K -$56.6K -445 -87%
APA
377
American Portfolios Advisors
New York
$7.4K +$6.36K +50 New
AF
378
Allworth Financial
California
$7K – – –
AA
379
AlphaMark Advisors
Kentucky
$7K – – –
ARMC
380
American Research & Management Company
Massachusetts
$7K – – –
DAM
381
Delta Asset Management
Tennessee
$7K – – –
LNB
382
Ledyard National Bank
$7K – – –
TL
383
TrueWealth LLC
Georgia
$7K +$5.97K +47 New
GRP
384
Global Retirement Partners
California
$7K +$6.36K +50 New
OFS
385
Orrstown Financial Services
Pennsylvania
$6K -$6.99K -55 -58%
AIL
386
AGF Investments LLC
Ontario, Canada
$6K – – –
ST
387
Smithfield Trust
Pennsylvania
$5K +$3.94K +31 New
FAIM
388
Financial Advocates Investment Management
Washington
$5K +$4.45K +35 New
QCG
389
Quadrant Capital Group
Ohio
$4K -$5.97K -47 -58%
PHK
390
Point72 Hong Kong
Hong Kong
$4K +$2.03K +16 +133%
AFNAS
391
American Financial Network Advisory Services
California
$3K – – –
WAM
392
Wealthspire Advisors (Maryland)
Maryland
$3K +$381 +3 +15%
Lazard Asset Management
393
Lazard Asset Management
New York
$2K – – –
ZB
394
Zions Bancorporation
Utah
$2K – – –
MOS
395
MGO One Seven
Ohio
$2K +$1.4K +11 New
EARNEST Partners
396
EARNEST Partners
Georgia
$2K +$1.65K +13 New
LWCFA
397
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
OFW
398
Omnia Family Wealth
Florida
$1K – – –
VCM
399
Versant Capital Management
Arizona
$1K – – –
NIM
400
NuWave Investment Management
New Jersey
$1K +$1.02K +8 New
14 15
16
17 18

UTHR Hedge Fund Activity: Q4 2017 in Review

400 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q4 2017, worth a combined $6.44B — up 26% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new UTHR positions and 32 closed out — a net gain of 30 holders — while 135 added to existing stakes and 139 trimmed.

The largest buyer was Skandinaviska Enskilda Banken (SEB), adding an estimated $47.1M. The largest seller was Morgan Stanley, cutting an estimated $43.6M.

  • 400 institutional investors held United Therapeutics (UTHR) as of Q4 2017, up from 373 in Q3 2017.
  • Funds reported $6.44B of United Therapeutics stock for Q4 2017, up 26% quarter-over-quarter.
  • 62 funds opened new United Therapeutics positions in Q4 2017 and 32 closed out, a net change of +30 holders.
  • The largest United Therapeutics buyer in Q4 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $47.1M added.
  • The largest United Therapeutics seller in Q4 2017 was Morgan Stanley, an estimated $43.6M sold.

Based on aggregated 13F filings for Q4 2017.