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United Therapeutics
UTHR

334 hedge funds and large institutions have $7.13B invested in United Therapeutics in 2014 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 93 increasing their positions, 147 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

5% more funds holding

Funds holding: 319 → 334 (+15)

5% more capital invested

Capital invested by funds: $6.8B → $7.13B (+$336M)

4% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $37.8M

28% less funds holding in top 10

Funds holding in top 10: 18 → 13 (-5)

37% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 147

Holders
334
Holders Change
+15
Holders Change %
+4.7%
% of All Funds
8.91%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
54
Increased
93
Reduced
147
Closed
36
Calls
$39.2M
Puts
$37.8M
Net Calls
+$1.37M
Net Calls Change
+$239M

Top Buyers

1
SCM
Scopia Capital Management
New York
+$41.6M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$41.6M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$32.3M
4
IAM
Iridian Asset Management
Connecticut
+$30.4M
5
First Trust Advisors
First Trust Advisors
Illinois
+$27.1M

Top Sellers

1
HCM
Herndon Capital Management
Georgia
-$145M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$87.6M
3
WG
Winton Group
United Kingdom
-$48.4M
4
AL
AJO LP
Pennsylvania
-$39.3M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$32.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
LMGAM
176
Liberty Mutual Group Asset Management
Massachusetts
$1.97M -$19.7K -153 -1%
CCM
177
Catapult Capital Management
New York
$1.94M +$1.93M +15,000 New
Connor, Clark & Lunn Investment Management (CC&L)
178
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.9M +$735K +5,700 +63%
TSW
179
Thompson Siegel & Walmsley
Virginia
$1.85M -$17M -132,296 -90%
LPL Financial
180
LPL Financial
California
$1.84M +$833K +6,465 +83%
LS
181
Livforsakringsbolaget Skandia
Sweden
$1.84M – – –
VRS
182
Virginia Retirement Systems
Virginia
$1.8M -$232K -1,800 -11%
OPERF
183
Oregon Public Employees Retirement Fund
Oregon
$1.8M – – –
Wellington Management Group
184
Wellington Management Group
Massachusetts
$1.76M -$593K -4,600 -25%
Axa
185
Axa
France
$1.75M -$4.83M -37,450 -73%
M&T Bank
186
M&T Bank
New York
$1.74M +$185K +1,434 +12%
Citigroup
187
Citigroup
New York
$1.68M -$306K -2,376 -15%
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$1.68M -$258K -2,003 -13%
LSERS
189
Louisiana State Employees Retirement System
Louisiana
$1.67M +$12.9K +100 +0.8%
CYG
190
Clean Yield Group
Vermont
$1.67M -$251K -1,945 -13%
GH
191
GAM Holding
Switzerland
$1.58M – – –
JWS
192
Juncture Wealth Strategies
Arizona
$1.55M +$1.54M +11,956 New
TCM
193
Twin Capital Management
Pennsylvania
$1.53M +$290K +2,250 +24%
CAM
194
CG Asset Management
New York
$1.46M +$637K +4,945 +78%
IRF
195
IBM Retirement Fund
New York
$1.45M +$135K +1,045 +10%
TRSOTSOK
196
Teachers Retirement System of the State of Kentucky
Kentucky
$1.45M – – –
BACM
197
Blue Arrow Capital Management
New York
$1.4M -$283K -2,197 -17%
LCP
198
Legacy Capital Partners
Wisconsin
$1.37M -$21.3K -165 -2%
COPPSERS
199
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.32M +$468K +3,631 +55%
CFA
200
CT Financial Advisors
Pennsylvania
$1.32M +$1.31M +10,191 New
6 7
8
9 10

UTHR Hedge Fund Activity: Q4 2014 in Review

334 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q4 2014, worth a combined $7.13B — up 4.9% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new UTHR positions and 36 closed out — a net gain of 18 holders — while 93 added to existing stakes and 147 trimmed.

The largest buyer was Scopia Capital Management, adding an estimated $41.6M. The largest seller was Herndon Capital Management, cutting an estimated $145M.

  • 334 institutional investors held United Therapeutics (UTHR) as of Q4 2014, up from 319 in Q3 2014.
  • Funds reported $7.13B of United Therapeutics stock for Q4 2014, up 4.9% quarter-over-quarter.
  • 54 funds opened new United Therapeutics positions in Q4 2014 and 36 closed out, a net change of +18 holders.
  • The largest United Therapeutics buyer in Q4 2014 was Scopia Capital Management, an estimated $41.6M added.
  • The largest United Therapeutics seller in Q4 2014 was Herndon Capital Management, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2014.