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United Therapeutics

672 hedge funds and large institutions have $15.6B invested in United Therapeutics in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 268 increasing their positions, 211 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 45

27% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 211

21% more call options, than puts

Call options by funds: $46M | Put options by funds: $37.9M

8% more funds holding

Funds holding: 624672 (+48)

0.47% more ownership

Funds ownership: 98.43%98.9% (+0.47%)

1% less capital invested

Capital invested by funds: $15.7B → $15.6B (-$82.9M)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
672
Holders Change
+48
Holders Change %
+7.69%
% of All Funds
8.85%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.16%
New
104
Increased
268
Reduced
211
Closed
45
Calls
$46M
Puts
$37.9M
Net Calls
+$8.07M
Net Calls Change
+$43.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OF
526
Optimize Financial
California
$225K +$235K +639 New
KWA
527
Kingswood Wealth Advisors
California
$225K +$235K +639 New
SRC
528
Sage Rhino Capital
California
$220K
CW
529
CreativeOne Wealth
Kansas
$220K +$8.45K +23 +4%
PSFG
530
Park Square Financial Group
Georgia
$217K +$226K +616 New
AG
531
AIA Group
Hong Kong
$215K +$223K +608 New
C
532
Covestor
United Kingdom
$214K +$117K +317 +110%
RIA
533
Retirement Investment Advisors
Oklahoma
$212K
GRP
534
Global Retirement Partners
California
$210K +$60.3K +164 +38%
SAM
535
Sectoral Asset Management
Quebec, Canada
$210K -$171K -465 -44%
AAS
536
Avantax Advisory Services
Texas
$209K +$218K +592 New
CCG
537
Cypress Capital Group
Florida
$209K
NWMG
538
National Wealth Management Group
Ohio
$209K +$217K +591 New
SC
539
Syon Capital
California
$205K +$214K +582 New
CT
540
Chicago Trust
Illinois
$201K
MCM
541
MAI Capital Management
Ohio
$175K +$182K +496 New
CIBC Private Wealth Group
542
CIBC Private Wealth Group
Georgia
$173K +$6.62K +18 +4%
AAP
543
Arax Advisory Partners
Colorado
$152K -$11.8K -32 -7%
Fifth Third Bancorp
544
Fifth Third Bancorp
Ohio
$140K -$14K -38 -9%
LSA
545
Leonteq Securities AG
Switzerland
$138K -$24.6K -67 -15%
VWM
546
Venturi Wealth Management
Texas
$136K +$142K +385 New
1IA
547
1620 Investment Advisors
Massachusetts
$135K -$7.35K -20 -5%
FFA
548
Farther Finance Advisors
California
$134K +$8.45K +23 +6%
NL
549
NKCFO LLC
Illinois
$132K +$138K +375 New
EWM
550
Evermay Wealth Management
Virginia
$132K

UTHR Hedge Fund Activity: Q4 2024 in Review

672 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q4 2024, worth a combined $15.6B — down 0.53% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new UTHR positions and 45 closed out — a net gain of 59 holders — while 268 added to existing stakes and 211 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was Wellington Management Group, cutting an estimated $260M.

  • 672 institutional investors held United Therapeutics (UTHR) as of Q4 2024, up from 624 in Q3 2024.
  • Funds reported $15.6B of United Therapeutics stock for Q4 2024, down 0.53% quarter-over-quarter.
  • 104 funds opened new United Therapeutics positions in Q4 2024 and 45 closed out, a net change of +59 holders.
  • The largest United Therapeutics buyer in Q4 2024 was Fidelity Investments, an estimated $145M added.
  • The largest United Therapeutics seller in Q4 2024 was Wellington Management Group, an estimated $260M sold.

Based on aggregated 13F filings for Q4 2024.