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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
GT
401
Greenleaf Trust
Michigan
$283K +$30.7K +133 +12%
VEA
402
Virtus ETF Advisers
New York
$282K -$13.4K -58 -4%
WAM
403
Watershed Asset Management
California
$280K +$24.9K +108 +9%
AWM
404
AE Wealth Management
Kansas
$276K +$292K +1,267 New
JIC
405
Johnson Investment Counsel
Ohio
$275K +$289K +1,252 New
FFM
406
Forum Financial Management
Illinois
$274K +$29.3K +127 +11%
MPM
407
Meritage Portfolio Management
Kansas
$274K +$4.84K +21 +2%
CB
408
Commerce Bank
Missouri
$273K
SAM
409
Silvercrest Asset Management
New York
$259K -$3.23K -14 -1%
FIM
410
Freedom Investment Management
Connecticut
$258K -$23K -100 -8%
TCWM
411
Total Clarity Wealth Management
Illinois
$256K -$1.15K -5 -0.4%
OC
412
Oakworth Capital
Alabama
$244K
PFS
413
Prospera Financial Services
Texas
$239K -$14.5K -63 -5%
TSS
414
Two Sigma Securities
New York
$239K -$17.7K -77 -7%
CC
415
Centiva Capital
New York
$235K -$41.7K -181 -14%
PP
416
Prudential plc
United Kingdom
$230K -$1.12M -4,879 -82%
CWM
417
Cordatus Wealth Management
Pennsylvania
$229K -$2.77K -12 -1%
NFG
418
Nations Financial Group
Iowa
$229K +$240K +1,041 New
WG
419
Winton Group
United Kingdom
$228K -$177K -770 -43%
VI
420
Vestcor Inc
New Brunswick, Canada
$223K -$2.31K -10 -1%
TA
421
TFB Advisors
Kansas
$223K -$196K -852 -46%
PCIA
422
Prime Capital Investment Advisors
Kansas
$221K +$10.1K +44 +5%
MF
423
Meridian Financial
Massachusetts
$220K
UCFA
424
United Capital Financial Advisors
Texas
$212K +$223K +966 New
FHA
425
Flagship Harbor Advisors
Massachusetts
$211K

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.