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United Therapeutics

320 hedge funds and large institutions have $3.27B invested in United Therapeutics in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 94 increasing their positions, 131 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.31% less ownership

Funds ownership: 98.02%95.71% (-2.3%)

15% less funds holding

Funds holding: 378320 (-58)

21% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $34.7M

28% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 131

35% less capital invested

Capital invested by funds: $5.01B → $3.27B (-$1.74B)

49% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 105

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
320
Holders Change
-58
Holders Change %
-15.34%
% of All Funds
6.95%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
54
Increased
94
Reduced
131
Closed
105
Calls
$27.3M
Puts
$34.7M
Net Calls
-$7.42M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
26
Pictet Asset Management (UK)
United Kingdom
$30.7M +$11.9M +127,373 +48%
Deutsche Bank
27
Deutsche Bank
Germany
$29.7M +$3.37M +36,063 +10%
CCM
28
Camber Capital Management
Massachusetts
$28.7M +$34.4M +367,529 New
AC
29
Armistice Capital
New York
$25.3M +$30.3M +324,000 New
Charles Schwab
30
Charles Schwab
California
$17.5M +$782K +8,366 +4%
BIP
31
Brandes Investment Partners
California
$17.3M +$16.5M +176,048 +382%
LSV Asset Management
32
LSV Asset Management
Illinois
$16.7M -$29.7M -317,463 -60%
N
33
Nuveen
North Carolina
$15.5M +$18.1M +193,777 +4,155%
Principal Financial Group
34
Principal Financial Group
Iowa
$15.1M +$36.1K +386 +0.2%
WG
35
Winton Group
United Kingdom
$15M +$1.74M +18,559 +11%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$13.9M -$436K -4,667 -3%
PPA
37
Parametric Portfolio Associates
Washington
$12.1M -$1.1M -11,804 -7%
Morgan Stanley
38
Morgan Stanley
New York
$11.8M -$870K -9,305 -6%
Adage Capital Partners
39
Adage Capital Partners
Massachusetts
$11.7M +$14M +150,000 New
Wells Fargo
40
Wells Fargo
California
$11.6M -$18.3M -195,739 -57%
PI
41
PEAK6 Investments
Illinois
$11.2M +$12.5M +133,806 +1,332%
GIM
42
Greylin Investment Management
Virginia
$10.8M +$1.98M +21,200 +18%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$9.93M -$1.08M -11,506 -8%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$9.85M +$82.3K +880 +0.7%
Prudential Financial
45
Prudential Financial
New Jersey
$9.29M -$20.9M -223,633 -65%
Ameriprise
46
Ameriprise
Minnesota
$8.99M -$652K -6,975 -6%
Legal & General Group
47
Legal & General Group
United Kingdom
$8.87M -$4.71M -50,413 -31%
Citigroup
48
Citigroup
New York
$8.38M -$2.05M -21,929 -17%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$8.23M +$46.5K +497 +0.5%
RPI
50
Railway Pension Investments
United Kingdom
$8.22M +$95.3K +1,019 +1%

UTHR Hedge Fund Activity: Q2 2019 in Review

320 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q2 2019, worth a combined $3.27B — down 35% from $5.01B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of UTHR and 54 opened new positions — a net loss of 51 holders — while 131 trimmed existing stakes and 94 added.

The largest buyer was Millennium Management, adding an estimated $154M. The largest seller was AQR Capital Management, cutting an estimated $127M.

  • 320 institutional investors held United Therapeutics (UTHR) as of Q2 2019, down from 378 in Q1 2019.
  • Funds reported $3.27B of United Therapeutics stock for Q2 2019, down 35% quarter-over-quarter.
  • 54 funds opened new United Therapeutics positions in Q2 2019 and 105 closed out, a net change of -51 holders.
  • The largest United Therapeutics buyer in Q2 2019 was Millennium Management, an estimated $154M added.
  • The largest United Therapeutics seller in Q2 2019 was AQR Capital Management, an estimated $127M sold.

Based on aggregated 13F filings for Q2 2019.