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United Therapeutics

293 hedge funds and large institutions have $6.43B invested in United Therapeutics in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $8.63M

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

19% more capital invested

Capital invested by funds: $5.38B → $6.43B (+$1.05B)

2% more funds holding

Funds holding: 287293 (+6)

6% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 109

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
293
Holders Change
+6
Holders Change %
+2.09%
% of All Funds
9.5%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
33
Increased
115
Reduced
109
Closed
24
Calls
$11.9M
Puts
$8.63M
Net Calls
+$3.32M
Net Calls Change
+$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$18.6M +$331K +4,532 +2%
Franklin Resources
52
Franklin Resources
California
$17.3M +$1.72M +23,500 +12%
JHIU
53
Janus Henderson Investors US
Colorado
$17M +$227K +3,100 +1%
FQ
54
First Quadrant
California
$17M +$3.27M +44,800 +26%
CAM
55
Congress Asset Management
Massachusetts
$16.1M +$468K +6,397 +3%
CBOA
56
Commonwealth Bank of Australia
Australia
$15.2M
HA
57
Hays Advisory
Tennessee
$14.5M -$179K -2,445 -1%
Morgan Stanley
58
Morgan Stanley
New York
$14.3M +$426K +5,833 +3%
AQR Capital Management
59
AQR Capital Management
Connecticut
$13.8M -$1.08M -14,728 -8%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$13.8M +$1.27M +17,354 +11%
BGIM
61
Brandywine Global Investment Management
Pennsylvania
$13.7M +$1.87M +25,636 +17%
CCMH
62
Cornerstone Capital Management Holdings
New York
$13.3M -$1.09M -14,860 -8%
NTCOC
63
Northern Trust Company of Connecticut
Connecticut
$13.3M -$12.6K -172 -0.1%
SGAM
64
Smith Group Asset Management
Texas
$13M
Dimensional Fund Advisors
65
Dimensional Fund Advisors
Texas
$13M +$607K +8,299 +5%
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.6M -$3.15M -43,071 -21%
BlackRock
67
BlackRock
New York
$11.8M +$708K +9,692 +7%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$11.7M +$115K +1,568 +1%
MCM
69
Maryland Capital Management
Maryland
$11.5M +$2.43M +33,253 +30%
PPA
70
Parametric Portfolio Associates
Washington
$11.2M +$1.78M +24,329 +21%
DCM
71
Dupont Capital Management
Delaware
$11.1M -$4.3M -58,888 -29%
NFA
72
Nationwide Fund Advisors
Ohio
$11.1M -$1.69M -23,076 -14%
BIM
73
Bogle Investment Management
Massachusetts
$10.5M +$1.02M +13,930 +12%
WCM
74
Winton Capital Management
United Kingdom
$10.4M +$9.05M +123,829 +1,484%
CS
75
Credit Suisse
Switzerland
$10.4M +$880K +12,045 +10%

UTHR Hedge Fund Activity: Q3 2013 in Review

293 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q3 2013, worth a combined $6.43B — up 19% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new UTHR positions and 24 closed out — a net gain of 9 holders — while 115 added to existing stakes and 109 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $24.2M. The largest seller was Wellington Management Group, cutting an estimated $94.4M.

  • 293 institutional investors held United Therapeutics (UTHR) as of Q3 2013, up from 287 in Q2 2013.
  • Funds reported $6.43B of United Therapeutics stock for Q3 2013, up 19% quarter-over-quarter.
  • 33 funds opened new United Therapeutics positions in Q3 2013 and 24 closed out, a net change of +9 holders.
  • The largest United Therapeutics buyer in Q3 2013 was First Trust Advisors, an estimated $24.2M added.
  • The largest United Therapeutics seller in Q3 2013 was Wellington Management Group, an estimated $94.4M sold.

Based on aggregated 13F filings for Q3 2013.