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United Therapeutics

535 hedge funds and large institutions have $9.95B invested in United Therapeutics in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 201 increasing their positions, 170 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 41

18% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 170

5% more funds holding

Funds holding: 508535 (+27)

1.34% more ownership

Funds ownership: 94.78%96.12% (+1.3%)

1% less capital invested

Capital invested by funds: $10.1B → $9.95B (-$111M)

27% less call options, than puts

Call options by funds: $24.8M | Put options by funds: $33.9M

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
535
Holders Change
+27
Holders Change %
+5.31%
% of All Funds
7.8%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.15%
New
78
Increased
201
Reduced
170
Closed
41
Calls
$24.8M
Puts
$33.9M
Net Calls
-$9.08M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.16B +$42.3M +183,395 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.03B +$2.48M +10,767 +0.2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$834M -$75.6M -327,803 -8%
ACA
4
Avoro Capital Advisors
New York
$629M +$1.47M +6,388 +0.2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$510M -$65.4M -283,749 -11%
Renaissance Technologies
6
Renaissance Technologies
New York
$477M -$18.5M -80,294 -4%
State Street
7
State Street
Massachusetts
$428M +$15.7M +67,907 +4%
Morgan Stanley
8
Morgan Stanley
New York
$202M +$130M +565,063 +159%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$191M -$1.49M -6,449 -0.7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$171M -$11.6M -50,484 -6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$124M +$2.3M +9,962 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$122M -$3.96M -17,200 -3%
AQR Capital Management
13
AQR Capital Management
Connecticut
$121M +$17.3M +75,179 +16%
N
14
Nuveen
North Carolina
$108M -$5.04M -21,876 -4%
FCM
15
Farallon Capital Management
California
$105M +$110M +476,000 New
Norges Bank
16
Norges Bank
Norway
$101M +$4.42M +19,163 +4%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$94.8M +$49.8K +216 +0.1%
Swedbank
18
Swedbank
Sweden
$90.9M -$1.1M -4,780 -1%
PAI
19
Palo Alto Investors
California
$87M -$41.5M -180,123 -31%
O
20
OrbiMed
New York
$84.9M -$3.64M -15,800 -4%
LSV Asset Management
21
LSV Asset Management
Illinois
$83M -$1.31M -5,700 -1%
Northern Trust
22
Northern Trust
Illinois
$82.2M -$4.07M -17,670 -5%
Charles Schwab
23
Charles Schwab
California
$70.2M +$1.78M +7,723 +2%
Pacer Advisors
24
Pacer Advisors
Pennsylvania
$68.8M +$15.6M +67,738 +28%
First Trust Advisors
25
First Trust Advisors
Illinois
$63.1M -$6.72M -29,142 -9%

UTHR Hedge Fund Activity: Q4 2023 in Review

535 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q4 2023, worth a combined $9.95B — down 1.1% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new UTHR positions and 41 closed out — a net gain of 37 holders — while 201 added to existing stakes and 170 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $130M. The largest seller was Wellington Management Group, cutting an estimated $75.6M.

  • 535 institutional investors held United Therapeutics (UTHR) as of Q4 2023, up from 508 in Q3 2023.
  • Funds reported $9.95B of United Therapeutics stock for Q4 2023, down 1.1% quarter-over-quarter.
  • 78 funds opened new United Therapeutics positions in Q4 2023 and 41 closed out, a net change of +37 holders.
  • The largest United Therapeutics buyer in Q4 2023 was Morgan Stanley, an estimated $130M added.
  • The largest United Therapeutics seller in Q4 2023 was Wellington Management Group, an estimated $75.6M sold.

Based on aggregated 13F filings for Q4 2023.