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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
KI
376
Kapitalo Investimentos
Brazil
$367K -$252K -1,093 -40%
Fifth Third Bancorp
377
Fifth Third Bancorp
Ohio
$361K -$36.9K -160 -9%
MYAM
378
Meiji Yasuda Asset Management
Japan
$360K +$18.4K +80 +5%
TRIA
379
Trail Ridge Investment Advisors
Colorado
$360K +$25.4K +110 +7%
SLAM
380
Swiss Life Asset Management
$347K +$363K +1,573 New
BCG
381
BayBridge Capital Group
California
$342K +$360K +1,560 New
William Blair & Company
382
William Blair & Company
Illinois
$337K +$3.92K +17 +1%
FTDI
383
First Trust Direct Indexing
Massachusetts
$336K +$43.1K +187 +14%
GIM
384
Greylin Investment Management
Virginia
$319K -$28.8K -125 -8%
AA
385
ALPS Advisors
Colorado
$318K -$11.5K -50 -3%
Simplex Trading
386
Simplex Trading
Illinois
$317K +$332K +1,442 New
CAG
387
Csenge Advisory Group
Florida
$315K -$18.4K -80 -5%
MM
388
MQS Management
New York
$313K +$328K +1,424 New
LAM
389
LECAP Asset Management
United Kingdom
$312K +$328K +1,421 New
PAS
390
Park Avenue Securities
New York
$309K +$15.2K +66 +5%
Wealth Enhancement Advisory Services
391
Wealth Enhancement Advisory Services
Minnesota
$307K +$34.3K +149 +12%
EI
392
Ethic Inc
New York
$303K +$79.3K +344 +33%
SCM
393
Suvretta Capital Management
New York
$299K
SFS
394
Stiles Financial Services
Minnesota
$299K
FLAM
395
First Light Asset Management
Minnesota
$296K
UB
396
UMB Bank
Missouri
$290K -$3.69K -16 -1%
CWM
397
CIBC World Markets
New York
$287K +$301K +1,307 New
DT
398
Diversified Trust
Tennessee
$287K +$8.53K +37 +3%
IFU
399
iSAM Funds (UK)
United Kingdom
$287K +$301K +1,305 New
CIBC Asset Management
400
CIBC Asset Management
Ontario, Canada
$287K

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.