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United Therapeutics

391 hedge funds and large institutions have $7.28B invested in United Therapeutics in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 115 increasing their positions, 151 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

11% more capital invested

Capital invested by funds: $6.56B → $7.28B (+$723M)

10% more funds holding

Funds holding: 356391 (+35)

9% more call options, than puts

Call options by funds: $78.3M | Put options by funds: $72.1M

0.79% more ownership

Funds ownership: 97.04%97.82% (+0.79%)

24% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 151

Holders
391
Holders Change
+35
Holders Change %
+9.83%
% of All Funds
6.87%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
71
Increased
115
Reduced
151
Closed
33
Calls
$78.3M
Puts
$72.1M
Net Calls
+$6.22M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$738M +$23.3M +139,803 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$687M +$23.9M +143,205 +4%
Renaissance Technologies
3
Renaissance Technologies
New York
$537M -$66.6M -399,700 -11%
ACA
4
Avoro Capital Advisors
New York
$502M +$25M +150,000 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$422M +$33.8M +202,465 +9%
State Street
6
State Street
Massachusetts
$231M -$26.6M -159,395 -10%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$175M -$14.1M -84,396 -7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$126M -$22.1M -132,351 -15%
PAI
9
Palo Alto Investors
California
$115M -$16.4M -98,200 -13%
N
10
Nuveen
North Carolina
$114M -$4.81M -28,835 -4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$112M +$27.6M +165,383 +33%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$111M +$937K +5,620 +0.9%
Invesco
13
Invesco
Georgia
$106M +$7.06M +42,350 +7%
First Trust Advisors
14
First Trust Advisors
Illinois
$106M -$35.7M -214,239 -25%
AQR Capital Management
15
AQR Capital Management
Connecticut
$105M +$512K +3,071 +0.5%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$101M +$86M +515,942 +568%
LSV Asset Management
17
LSV Asset Management
Illinois
$95.9M -$4.24M -25,420 -4%
CCM
18
Consonance Capital Management
New York
$93.4M +$4.87M +29,198 +6%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$84.5M +$327K +1,962 +0.4%
EP
20
Eversept Partners
New York
$81.4M +$4.65M +27,893 +6%
Norges Bank
21
Norges Bank
Norway
$80M +$15M +89,762 +23%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$72.5M -$8.76M -52,546 -11%
PCM
23
Polaris Capital Management
Massachusetts
$72.2M +$63.4M +380,500 New
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$71.1M -$66.7M -400,000 -48%
Swedbank
25
Swedbank
Sweden
$69.1M +$68.9M +413,114 New

UTHR Hedge Fund Activity: Q1 2021 in Review

391 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q1 2021, worth a combined $7.28B — up 11% from $6.56B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new UTHR positions and 33 closed out — a net gain of 38 holders — while 115 added to existing stakes and 151 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $86M. The largest seller was Citadel Advisors, cutting an estimated $68.8M.

  • 391 institutional investors held United Therapeutics (UTHR) as of Q1 2021, up from 356 in Q4 2020.
  • Funds reported $7.28B of United Therapeutics stock for Q1 2021, up 11% quarter-over-quarter.
  • 71 funds opened new United Therapeutics positions in Q1 2021 and 33 closed out, a net change of +38 holders.
  • The largest United Therapeutics buyer in Q1 2021 was Fuller & Thaler Asset Management, an estimated $86M added.
  • The largest United Therapeutics seller in Q1 2021 was Citadel Advisors, an estimated $68.8M sold.

Based on aggregated 13F filings for Q1 2021.