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United Therapeutics

425 hedge funds and large institutions have $8.15B invested in United Therapeutics in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 150 increasing their positions, 150 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 28

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

6% more funds holding

Funds holding: 402425 (+23)

1.32% more ownership

Funds ownership: 97.24%98.56% (+1.3%)

5% more capital invested

Capital invested by funds: $7.78B → $8.15B (+$362M)

0% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 150

37% less call options, than puts

Call options by funds: $46.6M | Put options by funds: $74.3M

Holders
425
Holders Change
+23
Holders Change %
+5.72%
% of All Funds
7.44%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
56
Increased
150
Reduced
150
Closed
28
Calls
$46.6M
Puts
$74.3M
Net Calls
-$27.6M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$795M -$4.92M -24,959 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$768M -$7.78M -39,473 -0.9%
Renaissance Technologies
3
Renaissance Technologies
New York
$559M -$16.1M -81,600 -3%
ACA
4
Avoro Capital Advisors
New York
$554M
Fidelity Investments
5
Fidelity Investments
Massachusetts
$429M -$4.72M -23,949 -1%
State Street
6
State Street
Massachusetts
$270M +$936K +4,752 +0.3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$156M +$24.3M +123,295 +17%
Deutsche Bank
8
Deutsche Bank
Germany
$156M +$140M +712,117 +542%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$130M +$15.3M +77,919 +12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$129M -$2.31M -11,713 -2%
PAI
11
Palo Alto Investors
California
$127M
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$125M -$23.7M -120,321 -15%
N
13
Nuveen
North Carolina
$118M -$5.87M -29,799 -4%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$112M +$85.9M +436,292 +270%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$111M -$11.2M -56,936 -9%
LSV Asset Management
16
LSV Asset Management
Illinois
$96.8M -$5.78M -29,340 -5%
First Trust Advisors
17
First Trust Advisors
Illinois
$91.5M -$1.3M -6,577 -1%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$90.1M -$561K -2,847 -0.6%
AQR Capital Management
19
AQR Capital Management
Connecticut
$83.4M -$10.9M -55,171 -11%
EP
20
Eversept Partners
New York
$82M +$301K +1,526 +0.3%
Wells Fargo
21
Wells Fargo
California
$79.8M +$30.8M +156,299 +57%
Norges Bank
22
Norges Bank
Norway
$76.7M -$1.14M -5,799 -1%
Swedbank
23
Swedbank
Sweden
$76.3M
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$73.8M -$19.7M -100,000 -20%
PCM
25
Polaris Capital Management
Massachusetts
$70.3M -$236K -1,200 -0.3%

UTHR Hedge Fund Activity: Q3 2021 in Review

425 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q3 2021, worth a combined $8.15B — up 4.7% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new UTHR positions and 28 closed out — a net gain of 28 holders — while 150 added to existing stakes and 150 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $140M. The largest seller was Perceptive Advisors, cutting an estimated $93.6M.

  • 425 institutional investors held United Therapeutics (UTHR) as of Q3 2021, up from 402 in Q2 2021.
  • Funds reported $8.15B of United Therapeutics stock for Q3 2021, up 4.7% quarter-over-quarter.
  • 56 funds opened new United Therapeutics positions in Q3 2021 and 28 closed out, a net change of +28 holders.
  • The largest United Therapeutics buyer in Q3 2021 was Deutsche Bank, an estimated $140M added.
  • The largest United Therapeutics seller in Q3 2021 was Perceptive Advisors, an estimated $93.6M sold.

Based on aggregated 13F filings for Q3 2021.