We are live on ! Find out more
UTHR icon

United Therapeutics

506 hedge funds and large institutions have $10.1B invested in United Therapeutics in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 184 increasing their positions, 166 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 166

0.26% more ownership

Funds ownership: 98.39%98.65% (+0.26%)

3% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 87

6% less call options, than puts

Call options by funds: $40.2M | Put options by funds: $42.6M

1% less funds holding

Funds holding: 512506 (-6)

18% less capital invested

Capital invested by funds: $12.3B → $10.1B (-$2.19B)

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

Holders
506
Holders Change
-6
Holders Change %
-1.17%
% of All Funds
8.06%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.27%
New
84
Increased
184
Reduced
166
Closed
87
Calls
$40.2M
Puts
$42.6M
Net Calls
-$2.42M
Net Calls Change
-$9.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWA
526
Beacon Harbor Wealth Advisors
Virginia
-$4.49M -16,136 Closed
CM
527
Crestline Management
Texas
-$3.42M -12,306 Closed
DFCM
528
Dark Forest Capital Management
Puerto Rico
-$3.18M -11,431 Closed
LP
529
LMR Partners
United Kingdom
-$2.63M -9,455 Closed
MFS
530
Mirabella Financial Services
United Kingdom
-$2.42M -8,689 Closed
LIP
531
Lighthouse Investment Partners
Florida
-$2.11M -7,577 Closed
ZIM
532
Zacks Investment Management
Illinois
-$2.07M -7,457 Closed
EGI
533
EAM Global Investors
California
-$2.04M -7,344 Closed
CD
534
Chapin Davis
Maryland
-$1.87M -6,716 Closed
Calamos Advisors
535
Calamos Advisors
Illinois
-$1.66M -5,984 Closed
SRC
536
Samson Rock Capital
United Kingdom
-$1.53M -5,512 Closed
GTCM
537
Gyon Technologies Capital Management
New Jersey
-$1.51M -5,431 Closed
FC
538
FORA Capital
Florida
-$1.45M -5,219 Closed
CPC
539
Cookson Peirce & Co
Pennsylvania
-$1.34M -4,836 Closed
Marshall Wace
540
Marshall Wace
United Kingdom
-$1.28M -4,613 Closed
AI
541
AdvisorShares Investments
Maryland
-$954K -3,431 Closed
PFO
542
Pathstone Family Office
New Jersey
-$650K -2,958 Closed
Connor, Clark & Lunn Investment Management (CC&L)
543
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$793K -2,853 Closed
SWS
544
SYSTM Wealth Solutions
Illinois
-$733K -2,637 Closed
ACA
545
Aptus Capital Advisors
Alabama
-$672K -2,415 Closed
ACM
546
Ascendant Capital Management
California
-$556K -2,000 Closed
CM
547
Castleark Management
Illinois
-$514K -1,850 Closed
BCM
548
Bayesian Capital Management
New York
-$429K -1,542 Closed
E
549
Ergoteles
New York
-$393K -1,414 Closed
CCM
550
CTC Capital Management
Illinois
-$389K -1,400 Closed

UTHR Hedge Fund Activity: Q1 2023 in Review

506 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q1 2023, worth a combined $10.1B — down 18% from $12.3B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of UTHR and 84 opened new positions — a net loss of 3 holders — while 166 trimmed existing stakes and 184 added.

The largest buyer was Wellington Management Group, adding an estimated $299M. The largest seller was Avidity Partners Management, exiting entirely with an estimated $218M sold.

  • 506 institutional investors held United Therapeutics (UTHR) as of Q1 2023, down from 512 in Q4 2022.
  • Funds reported $10.1B of United Therapeutics stock for Q1 2023, down 18% quarter-over-quarter.
  • 84 funds opened new United Therapeutics positions in Q1 2023 and 87 closed out, a net change of -3 holders.
  • The largest United Therapeutics buyer in Q1 2023 was Wellington Management Group, an estimated $299M added.
  • The largest United Therapeutics seller in Q1 2023 was Avidity Partners Management, an estimated $218M sold.

Based on aggregated 13F filings for Q1 2023.