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United Therapeutics
UTHR

475 hedge funds and large institutions have $9.94B invested in United Therapeutics in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 192 increasing their positions, 161 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $17.2M

19% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 161

2% less capital invested

Capital invested by funds: $10.1B → $9.94B (-$195M)

2.48% less ownership

Funds ownership: 98.65% → 96.18% (-2.5%)

6% less funds holding

Funds holding: 506 → 475 (-31)

18% less funds holding in top 10

Funds holding in top 10: 17 → 14 (-3)

39% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 74

Holders
475
Holders Change
-31
Holders Change %
-6.13%
% of All Funds
7.46%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
45
Increased
192
Reduced
161
Closed
74
Calls
$22.4M
Puts
$17.2M
Net Calls
+$5.14M
Net Calls Change
+$7.57M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$201M
2
O
OrbiMed
New York
+$89M
3
BlackRock
BlackRock
New York
+$76.4M
4
ITP
Iron Triangle Partners
Connecticut
+$44.3M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$30.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$107M
2
FCM
Farallon Capital Management
California
-$104M
3
PCH
Polar Capital Holdings
United Kingdom
-$72.6M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$44.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$39.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
451
Tradition Wealth Management
Minnesota
$4K – – –
BCWM
452
Bartlett & Co Wealth Management
Ohio
$3.53K – – –
FCAG
453
First Capital Advisors Group
New Jersey
$3.31K +$3.32K +15 New
AF
454
Advisornet Financial
Minnesota
$3.09K +$3.1K +14 New
SIC
455
SJS Investment Consulting
Ohio
$2.43K +$1.33K +6 +120%
DI
456
Disciplined Investments
Oklahoma
$2.43K – – –
MFT
457
Moisand Fitzgerald Tamayo
Florida
$1.99K – – –
VCM
458
Versant Capital Management
Arizona
$1.99K +$1.11K +5 +125%
MFG
459
Mendota Financial Group
Wisconsin
$1.99K +$1.99K +9 New
RG
460
Retirement Group
California
$1.77K +$1.77K +8 New
BAAM
461
Baker Avenue Asset Management
California
$1.1K -$886 -4 -44%
FMP
462
Financial Management Professionals
Texas
$1K – – –
TFA
463
Transamerica Financial Advisors
Florida
$1K – – –
2L
464
25 LLC
Missouri
$920 +$886 +4 New
CIA
465
Cape Investment Advisory
Georgia
$883 – – –
GI
466
Gradient Investments
Minnesota
$883 +$886 +4 New
PI
467
PEAK6 Investments
Illinois
$651 -$561K -2,531 -100%
HI
468
Horizon Investments
North Carolina
$442 – – –
TWP
469
TFO Wealth Partners
Ohio
$442 – – –
FSWA
470
Financial Synergies Wealth Advisors
Texas
$221 – – –
TWD
471
True Wealth Design
Ohio
$221 +$222 +1 New
ECM
472
EMC Capital Management
Texas
$111 +$370K +1,672 +67%
Comerica Bank
473
Comerica Bank
Texas
$2 +$1.24M +5,598 New
PCH
474
Polar Capital Holdings
United Kingdom
– -$72.6M -324,075 Closed
NIP
475
Nicholas Investment Partners
California
– -$26.8M -119,506 Closed
17 18
19
20 21

UTHR Hedge Fund Activity: Q2 2023 in Review

475 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q2 2023, worth a combined $9.94B — down 1.9% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of UTHR and 45 opened new positions — a net loss of 29 holders — while 161 trimmed existing stakes and 192 added.

The largest buyer was Wellington Management Group, adding an estimated $201M. The largest seller was Envestnet Asset Management, cutting an estimated $107M.

  • 475 institutional investors held United Therapeutics (UTHR) as of Q2 2023, down from 506 in Q1 2023.
  • Funds reported $9.94B of United Therapeutics stock for Q2 2023, down 1.9% quarter-over-quarter.
  • 45 funds opened new United Therapeutics positions in Q2 2023 and 74 closed out, a net change of -29 holders.
  • The largest United Therapeutics buyer in Q2 2023 was Wellington Management Group, an estimated $201M added.
  • The largest United Therapeutics seller in Q2 2023 was Envestnet Asset Management, an estimated $107M sold.

Based on aggregated 13F filings for Q2 2023.