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United Therapeutics

367 hedge funds and large institutions have $5.48B invested in United Therapeutics in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 133 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

15% more capital invested

Capital invested by funds: $4.76B → $5.48B (+$716M)

12% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $25.7M

1.69% more ownership

Funds ownership: 96.91%98.6% (+1.7%)

5% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 127

2% less funds holding

Funds holding: 374367 (-7)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

Holders
367
Holders Change
-7
Holders Change %
-1.87%
% of All Funds
8.39%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
30
Increased
133
Reduced
127
Closed
34
Calls
$28.9M
Puts
$25.7M
Net Calls
+$3.21M
Net Calls Change
-$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$630M -$13M -104,893 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$483M +$7.59M +61,361 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$376M -$72M -582,063 -17%
AQR Capital Management
4
AQR Capital Management
Connecticut
$298M +$29.1M +235,459 +11%
State Street
5
State Street
Massachusetts
$265M +$9.27M +74,906 +4%
Renaissance Technologies
6
Renaissance Technologies
New York
$249M +$48M +387,878 +25%
PAI
7
Palo Alto Investors
California
$208M
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$153M +$6.35M +51,346 +4%
Goldman Sachs
9
Goldman Sachs
New York
$143M +$24.5M +198,097 +22%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$135M +$8.52M +68,870 +7%
First Trust Advisors
11
First Trust Advisors
Illinois
$135M +$45.6M +368,613 +54%
CCM
12
Consonance Capital Management
New York
$110M +$36.5M +295,369 +52%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$79.3M -$6.05M -48,925 -7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$74.7M -$301K -2,435 -0.4%
APG Asset Management
15
APG Asset Management
Netherlands
$74M +$148K +1,200 +0.2%
TSW
16
Thompson Siegel & Walmsley
Virginia
$65.5M -$5.77M -46,680 -8%
LSV Asset Management
17
LSV Asset Management
Illinois
$65.2M +$3.66M +29,600 +6%
KAM
18
Krensavage Asset Management
New York
$62.2M -$8.15M -65,916 -12%
Wells Fargo
19
Wells Fargo
California
$60.3M -$358K -2,892 -0.6%
Skandinaviska Enskilda Banken (SEB)
20
Skandinaviska Enskilda Banken (SEB)
Sweden
$59.8M -$40.7M -328,803 -41%
Fidelity International
21
Fidelity International
Bermuda
$59.7M +$375K +3,032 +0.7%
Prudential Financial
22
Prudential Financial
New Jersey
$59.5M +$12.8M +103,474 +29%
Norges Bank
23
Norges Bank
Norway
$58M
Northern Trust
24
Northern Trust
Illinois
$52.4M -$4.1M -33,112 -7%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$51.6M +$5.37M +43,393 +12%

UTHR Hedge Fund Activity: Q3 2018 in Review

367 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q3 2018, worth a combined $5.48B — up 15% from $4.76B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of UTHR and 30 opened new positions — a net loss of 4 holders — while 127 trimmed existing stakes and 133 added.

The largest buyer was Renaissance Technologies, adding an estimated $48M. The largest seller was Fidelity Investments, cutting an estimated $72M.

  • 367 institutional investors held United Therapeutics (UTHR) as of Q3 2018, down from 374 in Q2 2018.
  • Funds reported $5.48B of United Therapeutics stock for Q3 2018, up 15% quarter-over-quarter.
  • 30 funds opened new United Therapeutics positions in Q3 2018 and 34 closed out, a net change of -4 holders.
  • The largest United Therapeutics buyer in Q3 2018 was Renaissance Technologies, an estimated $48M added.
  • The largest United Therapeutics seller in Q3 2018 was Fidelity Investments, an estimated $72M sold.

Based on aggregated 13F filings for Q3 2018.