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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
FMII
501
Farmers & Merchants Investments Inc
Nebraska
$4.18K
BC
502
Bartlett & Co
Ohio
$4K
TWM
503
Tradition Wealth Management
Minnesota
$4K
CWC
504
Carolinas Wealth Consulting
North Carolina
$3.96K
S
505
Sachetta
Massachusetts
$3.74K +$3.92K +17 New
BCWM
506
Bartlett & Co Wealth Management
Ohio
$3.51K
IHWM
507
Iron Horse Wealth Management
Iowa
$3.3K
NA
508
NewEdge Advisors
Louisiana
$3.3K
PWMG
509
Private Wealth Management Group
New Jersey
$3.08K +$3.23K +14 New
SPIA
510
Steward Partners Investment Advisory
New York
$3.08K -$10.8K -47 -77%
AF
511
Advisornet Financial
Minnesota
$3.08K -$230 -1 -7%
SIC
512
SJS Investment Consulting
Ohio
$2.86K
AFWM
513
Abich Financial Wealth Management
Virginia
$2.42K +$2.54K +11 New
RDFA
514
Ritter Daniher Financial Advisory
Ohio
$2.2K
DPW
515
DiNuzzo Private Wealth
Pennsylvania
$2.2K +$2.31K +10 New
AW
516
Avion Wealth
Texas
$2K
MFT
517
Moisand Fitzgerald Tamayo
Florida
$1.98K
VCM
518
Versant Capital Management
Arizona
$1.98K
AWM
519
Able Wealth Management
New Jersey
$1.98K +$2.07K +9 New
RG
520
Retirement Group
California
$1.76K
ZB
521
Zions Bancorporation
Utah
$1.76K
CTA
522
Colonial Trust Advisors
South Carolina
$1.32K +$1.38K +6 New
NMM
523
Naples Money Management
Florida
$1.32K +$1.38K +6 New
CFGS
524
Concourse Financial Group Securities
Alabama
$1.1K +$461 +2 +67%
FMP
525
Financial Management Professionals
Texas
$1K

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.