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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
TFA
526
Transamerica Financial Advisors
Florida
$1K
CIA
527
Cape Investment Advisory
Georgia
$880
GI
528
Gradient Investments
Minnesota
$880
RFG
529
RFP Financial Group
Georgia
$660 -$6.68K -29 -91%
HI
530
Horizon Investments
North Carolina
$660 +$230 +1 +50%
FGAM
531
Financial Gravity Asset Management
Texas
$554
TWP
532
TFO Wealth Partners
Ohio
$440
FSWA
533
Financial Synergies Wealth Advisors
Texas
$279
BGAI
534
Bruce G. Allen Investments
Colorado
$220 +$230 +1 New
PBA
535
Paradigm Biocapital Advisors
New York
-$69.4M -307,314 Closed
ITP
536
Iron Triangle Partners
Connecticut
-$47.6M -210,635 Closed
First Manhattan
537
First Manhattan
New York
-$33.6M -148,600 Closed
DCM
538
DG Capital Management
New York
-$12M -52,913 Closed
AP
539
Advisors Preferred
Maryland
-$4.39M -19,780 Closed
TC
540
Taika Capital
Florida
-$3.07M -13,600 Closed
HIIFS
541
Harel Insurance Investments & Financial Services
Israel
-$2.12M -9,393 Closed
AA
542
AlphaCentric Advisors
Puerto Rico
-$2.03M -9,000 Closed
DMKJ
543
David M. Knott Jr
-$2.02M -8,949 Closed
II
544
IFM Investors
Australia
-$1.78M -7,884 Closed
PI
545
PineBridge Investments
New York
-$1.66M -7,329 Closed
PCM
546
Prelude Capital Management
New York
-$1.45M -6,415 Closed
FC
547
FORA Capital
Florida
-$1.27M -5,603 Closed
XT
548
XTX Topco
Cayman Islands
-$1.2M -5,311 Closed
DAS
549
Dynamic Advisor Solutions
Arizona
-$894K -3,956 Closed
SGA
550
Seaport Global Advisors
Massachusetts
-$845K -3,742 Closed

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.