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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
ACM
1
Americafirst Capital Management
California
$527M +$525K +4,072 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$513M -$18.2M -141,028 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$390M +$6.04M +46,864 +2%
SCM
4
Scopia Capital Management
New York
$383M +$41.6M +323,001 +12%
LSV Asset Management
5
LSV Asset Management
Illinois
$279M +$515K +3,996 +0.2%
BFA
6
BlackRock Fund Advisors
California
$255M -$4.29M -33,280 -2%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$221M -$8.15M -63,206 -4%
BA
8
BlackRock Advisors
Delaware
$218M -$11.4M -88,106 -5%
AL
9
AJO LP
Pennsylvania
$202M -$39.3M -304,780 -16%
Deutsche Bank
10
Deutsche Bank
Germany
$192M +$6.05M +46,933 +3%
BIT
11
BlackRock Institutional Trust
California
$189M -$431K -3,346 -0.2%
PAI
12
Palo Alto Investors
California
$182M +$13.4M +104,300 +8%
State Street
13
State Street
Massachusetts
$174M -$2.02M -15,644 -1%
BIM
14
BlackRock Investment Management
Delaware
$169M -$3.08M -23,894 -2%
AC
15
Amici Capital
New York
$141M -$1.67M -12,960 -1%
IAM
16
Iridian Asset Management
Connecticut
$131M +$30.4M +235,640 +30%
TCM
17
TimesSquare Capital Management
New York
$129M -$8.51M -66,000 -6%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$124M +$12.9M +100,389 +12%
First Trust Advisors
19
First Trust Advisors
Illinois
$124M +$27.1M +210,055 +28%
AQR Capital Management
20
AQR Capital Management
Connecticut
$113M +$41.6M +322,511 +59%
Millennium Management
21
Millennium Management
New York
$107M -$21.4M -166,258 -17%
Citadel Advisors
22
Citadel Advisors
Florida
$86.6M +$15.2M +117,749 +21%
CCM
23
Consonance Capital Management
New York
$85.5M -$13.1M -101,576 -13%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$74.1M -$20.6M -159,492 -22%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$69.3M -$11.2M -86,710 -14%
1
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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.