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United Therapeutics

366 hedge funds and large institutions have $9.02B invested in United Therapeutics in 2015 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 145 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 25

69% more call options, than puts

Call options by funds: $85.1M | Put options by funds: $50.3M

26% more capital invested

Capital invested by funds: $7.13B → $9.02B (+$1.89B)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

10% more funds holding

Funds holding: 334366 (+32)

16% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 145

Holders
366
Holders Change
+32
Holders Change %
+9.58%
% of All Funds
9.75%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.4%
New
61
Increased
122
Reduced
145
Closed
25
Calls
$85.1M
Puts
$50.3M
Net Calls
+$34.8M
Net Calls Change
+$33.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$756M +$64.6M +423,488 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$545M +$22.9M +150,453 +5%
SCM
3
Scopia Capital Management
New York
$417M -$82.6M -541,804 -18%
BFA
4
BlackRock Fund Advisors
California
$348M +$6.98M +45,778 +2%
LSV Asset Management
5
LSV Asset Management
Illinois
$339M -$29.1M -191,048 -9%
BA
6
BlackRock Advisors
Delaware
$284M -$5.11M -33,505 -2%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$270M -$21.3M -139,557 -8%
Deutsche Bank
8
Deutsche Bank
Germany
$263M +$6.62M +43,441 +3%
BIT
9
BlackRock Institutional Trust
California
$257M +$4.91M +32,185 +2%
IAM
10
Iridian Asset Management
Connecticut
$250M +$67M +439,404 +44%
PAI
11
Palo Alto Investors
California
$247M +$4.09M +26,800 +2%
State Street
12
State Street
Massachusetts
$237M +$4.5M +29,501 +2%
BIM
13
BlackRock Investment Management
Delaware
$221M -$3.7M -24,263 -2%
AL
14
AJO LP
Pennsylvania
$220M -$42.8M -280,420 -18%
AC
15
Amici Capital
New York
$165M -$19.9M -130,630 -12%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$161M -$3.45M -22,629 -2%
First Trust Advisors
17
First Trust Advisors
Illinois
$160M -$4.45M -29,211 -3%
TCM
18
TimesSquare Capital Management
New York
$150M -$19.5M -128,050 -13%
Westfield Capital Management
19
Westfield Capital Management
Massachusetts
$140M +$124M +813,458 New
AQR Capital Management
20
AQR Capital Management
Connecticut
$138M -$10.7M -70,166 -8%
CCM
21
Consonance Capital Management
New York
$123M +$7.93M +52,000 +8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$103M +$9.43M +61,885 +12%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$100M +$1.52M +9,940 +2%
FAM
24
Fred Alger Management
New York
$96M +$84.9M +556,677 New
Goldman Sachs
25
Goldman Sachs
New York
$79.6M +$26.4M +173,206 +60%

UTHR Hedge Fund Activity: Q1 2015 in Review

366 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q1 2015, worth a combined $9.02B — up 26% from $7.13B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new UTHR positions and 25 closed out — a net gain of 36 holders — while 122 added to existing stakes and 145 trimmed.

The largest buyer was Westfield Capital Management, opening a new position worth an estimated $124M. The largest seller was Citadel Advisors, cutting an estimated $102M.

  • 366 institutional investors held United Therapeutics (UTHR) as of Q1 2015, up from 334 in Q4 2014.
  • Funds reported $9.02B of United Therapeutics stock for Q1 2015, up 26% quarter-over-quarter.
  • 61 funds opened new United Therapeutics positions in Q1 2015 and 25 closed out, a net change of +36 holders.
  • The largest United Therapeutics buyer in Q1 2015 was Westfield Capital Management, an estimated $124M added.
  • The largest United Therapeutics seller in Q1 2015 was Citadel Advisors, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2015.