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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
LC
451
Lindbrook Capital
California
$13.2K +$2.71K +11 +23%
CAM
452
ClariVest Asset Management
California
$13K -$1.23K -5 -8%
ST
453
Smithfield Trust
Pennsylvania
$12K
TWA
454
TCI Wealth Advisors
Arizona
$11.6K -$5.67K -23 -31%
HT
455
Headlands Technologies
Illinois
$11.4K -$147K -595 -92%
EWA
456
EverSource Wealth Advisors
Alabama
$10.5K +$10.6K +43 +1,075%
SWM
457
Sugarloaf Wealth Management
Georgia
$10.3K
JWA
458
JFS Wealth Advisors
Pennsylvania
$10.1K +$986 +4 +10%
SFG
459
Steward Financial Group
Texas
$9K -$493 -2 -4%
BIA
460
Bell Investment Advisors
California
$8.51K +$740 +3 +9%
HNB
461
Huntington National Bank
Ohio
$8.06K -$12.8K -52 -59%
FFA
462
Farther Finance Advisors
California
$7.84K
HI
463
Harbour Investments
Wisconsin
$7.84K
WWP
464
WR Wealth Planners
Missouri
$7.84K +$2.46K +10 +40%
SC
465
Schubert & Co
Texas
$7.17K -$986 -4 -11%
CTC
466
Central Trust Company
Missouri
$7.17K
RFG
467
RFP Financial Group
Georgia
$7.17K
TCM
468
Tradewinds Capital Management
Washington
$7.17K
CA
469
Crewe Advisors
Utah
$6.94K -$740 -3 -9%
HIA
470
Harbor Investment Advisory
Maryland
$6.72K
IGWM
471
ICA Group Wealth Management
Colorado
$6.5K
APC
472
Aspire Private Capital
North Carolina
$5.82K -$740 -3 -10%
AAP
473
Arax Advisory Partners
Colorado
$5.6K
BBHC
474
Brown Brothers Harriman & Co
New York
$5.15K +$5.67K +23 New
DIP
475
DT Investment Partners
Pennsylvania
$4.88K

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.