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United Therapeutics

349 hedge funds and large institutions have $5.12B invested in United Therapeutics in 2020 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 106 increasing their positions, 107 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 38

34% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $14.8M

25% more capital invested

Capital invested by funds: $4.08B → $5.12B (+$1.04B)

15% more funds holding

Funds holding: 303349 (+46)

1% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 107

1.81% less ownership

Funds ownership: 98.11%96.3% (-1.8%)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
349
Holders Change
+46
Holders Change %
+15.18%
% of All Funds
7.15%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.18%
New
87
Increased
106
Reduced
107
Closed
38
Calls
$19.8M
Puts
$14.8M
Net Calls
+$5.03M
Net Calls Change
-$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
AIMCA
126
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.89M +$1.2M +10,700 +81%
Skandinaviska Enskilda Banken (SEB)
127
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.82M +$101K +900 +4%
CIA
128
Capital Impact Advisors
Massachusetts
$2.67M -$3.71M -32,938 -60%
Canada Life
129
Canada Life
Manitoba, Canada
$2.65M -$107K -955 -4%
EF
130
Empowered Funds
Pennsylvania
$2.64M +$2.45M +21,783 New
APG Asset Management
131
APG Asset Management
Netherlands
$2.63M +$2.75M +24,409 New
CEI
132
Clark Estates Inc
New York
$2.54M +$2.36M +21,000 New
Victory Capital Management
133
Victory Capital Management
Texas
$2.49M -$2.78M -24,711 -55%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$2.48M +$1.05M +9,353 +84%
AI
135
Atom Investors
Texas
$2.42M -$17.8M -157,941 -89%
Federated Hermes
136
Federated Hermes
Pennsylvania
$2.38M +$895K +7,953 +68%
WMSA
137
Weiss Multi-Strategy Advisers
New York
$2.36M +$301K +2,672 +16%
Aviva
138
Aviva
United Kingdom
$2.3M +$2.14M +19,040 New
KWILP
139
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.29M +$2.13M +18,969 New
QI
140
QS Investors
New York
$2.19M +$1.76M +15,665 +648%
BC
141
Birchview Capital
Vermont
$2.18M
RJA
142
Raymond James & Associates
Florida
$2.12M +$1.97M +17,482 New
Morgan Stanley
143
Morgan Stanley
New York
$2.05M -$1.27M -11,301 -40%
CSS
144
Cubist Systematic Strategies
Connecticut
$2.01M -$2.61M -23,220 -58%
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$1.98M -$157K -1,391 -8%
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$1.98M -$18.5K -164 -1%
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$1.93M -$214K -1,905 -11%
Barclays
148
Barclays
United Kingdom
$1.92M -$161K -1,431 -8%
NMIMC
149
Northwestern Mutual Investment Management Company
Wisconsin
$1.85M +$7.2K +64 +0.4%
Janus Henderson Group
150
Janus Henderson Group
United Kingdom
$1.84M +$880K +7,818 +105%

UTHR Hedge Fund Activity: Q2 2020 in Review

349 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q2 2020, worth a combined $5.12B — up 25% from $4.08B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new UTHR positions and 38 closed out — a net gain of 49 holders — while 106 added to existing stakes and 107 trimmed.

The largest buyer was Invesco, adding an estimated $61M. The largest seller was Consonance Capital Management, exiting entirely with an estimated $128M sold.

  • 349 institutional investors held United Therapeutics (UTHR) as of Q2 2020, up from 303 in Q1 2020.
  • Funds reported $5.12B of United Therapeutics stock for Q2 2020, up 25% quarter-over-quarter.
  • 87 funds opened new United Therapeutics positions in Q2 2020 and 38 closed out, a net change of +49 holders.
  • The largest United Therapeutics buyer in Q2 2020 was Invesco, an estimated $61M added.
  • The largest United Therapeutics seller in Q2 2020 was Consonance Capital Management, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2020.