We are live on ! Find out more
UTHR icon

United Therapeutics

373 hedge funds and large institutions have $6.01B invested in United Therapeutics in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 155 increasing their positions, 130 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 130

3.47% less ownership

Funds ownership: 106.25%102.79% (-3.5%)

7% less capital invested

Capital invested by funds: $6.46B → $6.01B (-$451M)

9% less funds holding

Funds holding: 411373 (-38)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

51% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 63

74% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $114M

Holders
373
Holders Change
-38
Holders Change %
-9.25%
% of All Funds
9.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
31
Increased
155
Reduced
130
Closed
63
Calls
$29.9M
Puts
$114M
Net Calls
-$84.1M
Net Calls Change
-$80.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$635M +$19.4M +155,349 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$552M +$14.5M +116,062 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$494M +$3.12M +25,047 +0.7%
AQR Capital Management
4
AQR Capital Management
Connecticut
$284M +$56.5M +452,844 +26%
State Street
5
State Street
Massachusetts
$261M +$2.14M +17,179 +0.9%
PAI
6
Palo Alto Investors
California
$242M -$2M -16,000 -0.8%
Goldman Sachs
7
Goldman Sachs
New York
$204M +$52.5M +420,594 +36%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$148M +$7.17M +57,509 +5%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$143M +$40.8M +327,360 +43%
Renaissance Technologies
10
Renaissance Technologies
New York
$109M +$41.3M +331,400 +65%
AL
11
AJO LP
Pennsylvania
$108M -$107M -860,053 -51%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$104M -$3.7M -29,682 -4%
JIM
13
Jupiter Investment Management
United Kingdom
$96.6M -$9.47M -75,930 -9%
Skandinaviska Enskilda Banken (SEB)
14
Skandinaviska Enskilda Banken (SEB)
Sweden
$95.5M +$9.27M +74,300 +11%
Wells Fargo
15
Wells Fargo
California
$94.8M +$53.8M +431,210 +144%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$94.3M +$33.3M +266,790 +58%
SCM
17
Scopia Capital Management
New York
$91.5M -$208M -1,668,184 -70%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$90.8M +$5.02M +40,209 +6%
Morgan Stanley
19
Morgan Stanley
New York
$86M +$1.59M +12,753 +2%
TSW
20
Thompson Siegel & Walmsley
Virginia
$75.4M +$11.5M +92,093 +19%
Prudential Financial
21
Prudential Financial
New Jersey
$68.7M +$20.6M +165,528 +45%
APG Asset Management
22
APG Asset Management
Netherlands
$67.9M -$2.31M -18,535 -3%
JP Morgan Chase
23
JP Morgan Chase
New York
$64.9M +$47.2M +378,002 +309%
LSV Asset Management
24
LSV Asset Management
Illinois
$61.2M -$98.8M -791,858 -63%
First Trust Advisors
25
First Trust Advisors
Illinois
$55.5M +$11.5M +91,972 +27%

UTHR Hedge Fund Activity: Q2 2017 in Review

373 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q2 2017, worth a combined $6.01B — down 7% from $6.46B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of UTHR and 31 opened new positions — a net loss of 32 holders — while 130 trimmed existing stakes and 155 added.

The largest buyer was AQR Capital Management, adding an estimated $56.5M. The largest seller was Scopia Capital Management, cutting an estimated $208M.

  • 373 institutional investors held United Therapeutics (UTHR) as of Q2 2017, down from 411 in Q1 2017.
  • Funds reported $6.01B of United Therapeutics stock for Q2 2017, down 7% quarter-over-quarter.
  • 31 funds opened new United Therapeutics positions in Q2 2017 and 63 closed out, a net change of -32 holders.
  • The largest United Therapeutics buyer in Q2 2017 was AQR Capital Management, an estimated $56.5M added.
  • The largest United Therapeutics seller in Q2 2017 was Scopia Capital Management, an estimated $208M sold.

Based on aggregated 13F filings for Q2 2017.