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United Therapeutics

416 hedge funds and large institutions have $9.19B invested in United Therapeutics in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 139 increasing their positions, 160 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $46.1M | Put options by funds: $18.8M

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

13% more capital invested

Capital invested by funds: $8.15B → $9.19B (+$1.05B)

5% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 57

2% less funds holding

Funds holding: 425416 (-9)

2.58% less ownership

Funds ownership: 98.56%95.98% (-2.6%)

13% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 160

Holders
416
Holders Change
-9
Holders Change %
-2.12%
% of All Funds
6.4%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.26%
New
54
Increased
139
Reduced
160
Closed
57
Calls
$46.1M
Puts
$18.8M
Net Calls
+$27.3M
Net Calls Change
+$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$916M -$13.1M -66,613 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$899M +$136K +695 +0%
ACA
3
Avoro Capital Advisors
New York
$656M +$6.87M +35,000 +1%
Renaissance Technologies
4
Renaissance Technologies
New York
$630M -$21.9M -111,400 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$545M +$39.2M +199,583 +9%
State Street
6
State Street
Massachusetts
$328M +$10.7M +54,462 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$219M +$33.2M +169,007 +20%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$208M +$189M +962,136 +36,863%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$164M +$12.3M +62,882 +9%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$158M +$5.75M +29,292 +4%
PAI
11
Palo Alto Investors
California
$148M
N
12
Nuveen
North Carolina
$129M -$9.06M -46,146 -7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$124M -$5.19M -26,423 -4%
PAMS
14
Pictet Asset Management (Switzerland)
Switzerland
$116M +$49.7M +253,350 +89%
LSV Asset Management
15
LSV Asset Management
Illinois
$116M +$2.51M +12,766 +2%
APM
16
Avidity Partners Management
Texas
$116M +$36.1M +184,000 +52%
First Trust Advisors
17
First Trust Advisors
Illinois
$111M +$3.86M +19,648 +4%
Norges Bank
18
Norges Bank
Norway
$93.3M +$3.21M +16,369 +4%
Swedbank
19
Swedbank
Sweden
$88.9M
Millennium Management
20
Millennium Management
New York
$88M +$8M +40,768 +11%
AQR Capital Management
21
AQR Capital Management
Connecticut
$86.9M -$9.73M -49,571 -11%
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$86.4M
EP
23
Eversept Partners
New York
$84.7M -$10.3M -52,551 -12%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$83.4M -$20.1M -102,263 -21%
Charles Schwab
25
Charles Schwab
California
$81.8M +$1.05M +5,358 +1%

UTHR Hedge Fund Activity: Q4 2021 in Review

416 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q4 2021, worth a combined $9.19B — up 13% from $8.15B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of UTHR and 54 opened new positions — a net loss of 3 holders — while 160 trimmed existing stakes and 139 added.

The largest buyer was Wellington Management Group, adding an estimated $189M. The largest seller was Deutsche Bank, cutting an estimated $162M.

  • 416 institutional investors held United Therapeutics (UTHR) as of Q4 2021, down from 425 in Q3 2021.
  • Funds reported $9.19B of United Therapeutics stock for Q4 2021, up 13% quarter-over-quarter.
  • 54 funds opened new United Therapeutics positions in Q4 2021 and 57 closed out, a net change of -3 holders.
  • The largest United Therapeutics buyer in Q4 2021 was Wellington Management Group, an estimated $189M added.
  • The largest United Therapeutics seller in Q4 2021 was Deutsche Bank, an estimated $162M sold.

Based on aggregated 13F filings for Q4 2021.