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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
AIC
451
Archer Investment Corporation
Indiana
$50.4K
HBW
452
Hazlett, Burt & Watson
West Virginia
$49K -$6.22K -27 -11%
ASN
453
Advisory Services Network
Georgia
$46.2K +$48.4K +210 New
NSIM
454
North Star Investment Management
Illinois
$44K
GI
455
GAMMA Investing
California
$42.7K +$45.9K +199 New
MA
456
MCF Advisors
Kentucky
$41.3K
MPWT
457
MassMutual Private Wealth & Trust
Connecticut
$40.2K +$3.46K +15 +9%
BFEC
458
Benjamin F. Edwards & Company
Missouri
$40K +$2.54K +11 +6%
BWP
459
Baldwin Wealth Partners
Massachusetts
$29.7K
GWS
460
Glassman Wealth Services
Virginia
$28.4K +$461 +2 +2%
FCA
461
FinTrust Capital Advisors
South Carolina
$26.6K -$461 -2 -2%
LC
462
Lindbrook Capital
California
$22.4K +$14.1K +61 +149%
TVWM
463
Tower View Wealth Management
Wisconsin
$22K
LSA
464
Leonteq Securities AG
Switzerland
$22K +$23K +100 New
TFIPS
465
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22K +$23K +100 New
EWA
466
EverSource Wealth Advisors
Alabama
$20.7K +$11.1K +48 +104%
LFA
467
LGT Financial Advisors
Texas
$20.4K
AF
468
Allworth Financial
California
$19.1K +$461 +2 +2%
AA
469
Addison Advisors
Vermont
$16.5K
PTC
470
Private Trust Company
Ohio
$15.8K -$461 -2 -3%
RS
471
Rakuten Securities
Japan
$15.4K +$16.1K +70 New
RFS
472
Richardson Financial Services
Massachusetts
$14.7K +$15.4K +67 New
FFA
473
Farther Finance Advisors
California
$13.6K +$4.84K +21 +51%
FHA
474
First Horizon Advisors
Tennessee
$12.5K +$4.38K +19 +50%
HNB
475
Huntington National Bank
Ohio
$12.1K +$230 +1 +2%

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.