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United Therapeutics

386 hedge funds and large institutions have $10.7B invested in United Therapeutics in 2015 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 156 increasing their positions, 121 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $67M | Put options by funds: $39.6M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

29% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 121

29% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 52

24% more capital invested

Capital invested by funds: $8.63B → $10.7B (+$2.04B)

4% more funds holding

Funds holding: 372386 (+14)

Holders
386
Holders Change
+14
Holders Change %
+3.76%
% of All Funds
10.13%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
67
Increased
156
Reduced
121
Closed
52
Calls
$67M
Puts
$39.6M
Net Calls
+$27.4M
Net Calls Change
+$28.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$2.68B +$324K +2,224 +15%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$691M +$64.3M +441,595 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$526M +$31.6M +217,188 +7%
SCM
4
Scopia Capital Management
New York
$446M +$395K +2,714 +0.1%
BFA
5
BlackRock Fund Advisors
California
$333M -$7.04M -48,341 -2%
AQR Capital Management
6
AQR Capital Management
Connecticut
$280M +$70.7M +485,617 +37%
Deutsche Bank
7
Deutsche Bank
Germany
$275M -$8.81M -60,552 -3%
State Street
8
State Street
Massachusetts
$273M +$19.6M +134,311 +8%
BIT
9
BlackRock Institutional Trust
California
$260M +$19M +130,499 +9%
PAI
10
Palo Alto Investors
California
$238M -$815K -5,600 -0.4%
AL
11
AJO LP
Pennsylvania
$232M +$36.8M +252,565 +21%
BA
12
BlackRock Advisors
Delaware
$213M -$10.5M -71,933 -5%
BIM
13
BlackRock Investment Management
Delaware
$191M +$2.35M +16,161 +1%
Invesco
14
Invesco
Georgia
$177M -$3.02M -20,734 -2%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$161M +$5.34M +36,661 +4%
Goldman Sachs
16
Goldman Sachs
New York
$143M +$56.8M +390,383 +74%
First Trust Advisors
17
First Trust Advisors
Illinois
$127M -$38.5M -264,790 -25%
LSV Asset Management
18
LSV Asset Management
Illinois
$110M +$87.4M +600,162 +575%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$104M +$4.96M +34,062 +5%
Skandinaviska Enskilda Banken (SEB)
20
Skandinaviska Enskilda Banken (SEB)
Sweden
$102M +$95.1M +653,478 New
JIM
21
Jupiter Investment Management
United Kingdom
$90.9M +$13.9M +95,352 +20%
Renaissance Technologies
22
Renaissance Technologies
New York
$86.5M -$45.8M -314,700 -36%
Westfield Capital Management
23
Westfield Capital Management
Massachusetts
$84.8M -$71.2M -489,338 -47%
PI
24
Putnam Investments
Massachusetts
$84.2M -$17.1M -117,266 -18%
PPA
25
Parametric Portfolio Associates
Washington
$78.5M -$6.82M -46,871 -9%

UTHR Hedge Fund Activity: Q4 2015 in Review

386 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q4 2015, worth a combined $10.7B — up 24% from $8.63B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new UTHR positions and 52 closed out — a net gain of 15 holders — while 156 added to existing stakes and 121 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $87.4M. The largest seller was Iridian Asset Management, exiting entirely with an estimated $259M sold.

  • 386 institutional investors held United Therapeutics (UTHR) as of Q4 2015, up from 372 in Q3 2015.
  • Funds reported $10.7B of United Therapeutics stock for Q4 2015, up 24% quarter-over-quarter.
  • 67 funds opened new United Therapeutics positions in Q4 2015 and 52 closed out, a net change of +15 holders.
  • The largest United Therapeutics buyer in Q4 2015 was LSV Asset Management, an estimated $87.4M added.
  • The largest United Therapeutics seller in Q4 2015 was Iridian Asset Management, an estimated $259M sold.

Based on aggregated 13F filings for Q4 2015.