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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
Caisse de Depot et Placement du Quebec (CDPQ)
26
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$61.6M +$4.58M +19,850 +8%
AssetMark Inc
27
AssetMark Inc
California
$59.9M +$481K +2,088 +0.8%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$56.5M -$136K -592 -0.2%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$55.9M -$2.59M -11,255 -4%
SCM
30
Soleus Capital Management
Connecticut
$54.9M -$8.69M -37,716 -13%
EP
31
Eversept Partners
New York
$54.1M -$4.99M -21,669 -8%
APM
32
Avidity Partners Management
Texas
$52.2M +$54.7M +237,202 New
Invesco
33
Invesco
Georgia
$49.5M -$664K -2,880 -1%
Legal & General Group
34
Legal & General Group
United Kingdom
$47M -$1.39M -6,010 -3%
EIP
35
Epoch Investment Partners
New York
$46.9M +$17.4M +75,400 +55%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$45.1M +$28M +121,279 +144%
KAM
37
Krensavage Asset Management
New York
$44.2M -$80.7K -350 -0.2%
Lazard Asset Management
38
Lazard Asset Management
New York
$43.3M +$9.55M +41,445 +27%
Amundi
39
Amundi
France
$42.5M +$11.1M +48,150 +34%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$41.3M +$2.27M +9,848 +6%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$39.9M -$4.28M -18,571 -9%
Principal Financial Group
42
Principal Financial Group
Iowa
$39.2M -$142K -614 -0.3%
JP Morgan Chase
43
JP Morgan Chase
New York
$39.1M -$1.99M -8,614 -5%
AS
44
Aware Super
Australia
$38.1M +$18M +78,146 New
EHI
45
Eagle Health Investments
Connecticut
$37.6M
UBS AM
46
UBS AM
Illinois
$35.9M +$2.3M +9,999 +7%
PHP
47
Parkman Healthcare Partners
Connecticut
$35.5M +$5.35M +23,211 +17%
Comerica Bank
48
Comerica Bank
Texas
$34.4M +$18.4K +80 +0.1%
Deutsche Bank
49
Deutsche Bank
Germany
$33.8M +$21.6M +93,594 +156%
Pictet Asset Management
50
Pictet Asset Management
Switzerland
$33.7M -$3.18M -13,795 -8%

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.