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United Therapeutics

360 hedge funds and large institutions have $4.6B invested in United Therapeutics in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 139 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% less ownership

Funds ownership: 98.6%98.19% (-0.41%)

2% less funds holding

Funds holding: 367360 (-7)

12% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 50

16% less capital invested

Capital invested by funds: $5.48B → $4.6B (-$883M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

22% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 139

32% less call options, than puts

Call options by funds: $6.29M | Put options by funds: $9.31M

Holders
360
Holders Change
-7
Holders Change %
-1.91%
% of All Funds
8.02%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
44
Increased
108
Reduced
139
Closed
50
Calls
$6.29M
Puts
$9.31M
Net Calls
-$3.02M
Net Calls Change
-$6.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$538M +$2.18M +18,834 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$426M +$15.3M +132,176 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$313M -$7.64M -65,877 -2%
AQR Capital Management
4
AQR Capital Management
Connecticut
$274M +$21.7M +187,196 +8%
Renaissance Technologies
5
Renaissance Technologies
New York
$239M +$29.3M +252,700 +13%
State Street
6
State Street
Massachusetts
$213M -$13M -112,533 -5%
PAI
7
Palo Alto Investors
California
$178M +$787K +6,791 +0.4%
First Trust Advisors
8
First Trust Advisors
Illinois
$130M +$16.6M +143,235 +14%
CCM
9
Consonance Capital Management
New York
$120M +$27.6M +238,302 +28%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$119M +$3.41M +29,427 +3%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$115M -$16.5M -142,531 -12%
Goldman Sachs
12
Goldman Sachs
New York
$100M -$23M -198,776 -18%
LSV Asset Management
13
LSV Asset Management
Illinois
$67.1M +$12.3M +106,460 +21%
APG Asset Management
14
APG Asset Management
Netherlands
$65.2M +$1.41M +12,200 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$64.8M +$1.26M +10,863 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$62.2M -$5.67M -48,874 -8%
Norges Bank
17
Norges Bank
Norway
$54.2M +$5.13M +44,249 +10%
KAM
18
Krensavage Asset Management
New York
$53.5M +$648K +5,590 +1%
Fidelity International
19
Fidelity International
Bermuda
$50.2M -$733K -6,319 -1%
TSW
20
Thompson Siegel & Walmsley
Virginia
$49M -$7.22M -62,290 -12%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$47.6M +$3.91M +33,763 +8%
Northern Trust
22
Northern Trust
Illinois
$46.7M +$2.23M +19,221 +5%
Wells Fargo
23
Wells Fargo
California
$43.1M -$8.83M -76,132 -16%
Prudential Financial
24
Prudential Financial
New Jersey
$40.1M -$11.3M -97,367 -21%
GPP
25
Great Point Partners
Connecticut
$38.2M +$5.89M +50,800 +17%

UTHR Hedge Fund Activity: Q4 2018 in Review

360 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q4 2018, worth a combined $4.6B — down 16% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of UTHR and 44 opened new positions — a net loss of 6 holders — while 139 trimmed existing stakes and 108 added.

The largest buyer was Renaissance Technologies, adding an estimated $29.3M. The largest seller was Jupiter Investment Management, exiting entirely with an estimated $40.9M sold.

  • 360 institutional investors held United Therapeutics (UTHR) as of Q4 2018, down from 367 in Q3 2018.
  • Funds reported $4.6B of United Therapeutics stock for Q4 2018, down 16% quarter-over-quarter.
  • 44 funds opened new United Therapeutics positions in Q4 2018 and 50 closed out, a net change of -6 holders.
  • The largest United Therapeutics buyer in Q4 2018 was Renaissance Technologies, an estimated $29.3M added.
  • The largest United Therapeutics seller in Q4 2018 was Jupiter Investment Management, an estimated $40.9M sold.

Based on aggregated 13F filings for Q4 2018.