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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
Barclays
101
Barclays
United Kingdom
$5.72M -$4.77M -65,327 -47%
Jacobs Levy Equity Management
102
Jacobs Levy Equity Management
New Jersey
$5.72M -$1.6M -21,920 -23%
Macquarie Group
103
Macquarie Group
Australia
$5.7M
PFC
104
Phocas Financial Corp
California
$5.67M +$205K +2,809 +4%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$5.6M +$5.19M +71,000 New
RCAMU
106
Rothschild & Co Asset Management US
Connecticut
$5.42M +$197K +2,700 +4%
ACI
107
AMP Capital Investors
Australia
$5.4M +$95K +1,300 +2%
PI
108
PineBridge Investments
New York
$5.36M +$506K +6,928 +11%
PAMU
109
Pictet Asset Management (UK)
United Kingdom
$5.26M -$4.78M -65,352 -49%
Allianz Asset Management
110
Allianz Asset Management
Germany
$5.17M -$1.26M -17,300 -21%
LMIM
111
Lockheed Martin Investment Management
Maryland
$4.97M +$4.6M +63,000 New
BC
112
Burney Company
Virginia
$4.81M +$1.61M +21,979 +56%
MPM
113
Meritage Portfolio Management
Kansas
$4.6M +$135K +1,845 +3%
Retirement Systems of Alabama
114
Retirement Systems of Alabama
Alabama
$4.44M -$39.5K -541 -1%
Lazard Asset Management
115
Lazard Asset Management
New York
$4.44M
BBA
116
Baker Bros. Advisors
New York
$4.41M +$4.09M +55,984 New
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$4.41M -$4.62M -63,200 -53%
WBC
118
Westpac Banking Corp
Australia
$4.38M +$724K +9,900 +22%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$4.36M -$4.09K -56 -0.1%
BPM
120
Bowling Portfolio Management
Ohio
$4.17M -$1.07M -14,598 -22%
GI
121
GLG Inc
New York
$4.02M +$3.72M +50,954 New
TPSF
122
Texas Permanent School Fund
Texas
$3.83M -$231K -3,162 -6%
IG
123
ING Group
Netherlands
$3.77M
U
124
UBS
Switzerland
$3.76M +$1.17M +16,074 +51%
Wellington Management Group
125
Wellington Management Group
Massachusetts
$3.6M -$94.4M -1,291,146 -97%

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.