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United Therapeutics

525 hedge funds and large institutions have $10.4B invested in United Therapeutics in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 182 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 182

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more capital invested

Capital invested by funds: $9.95B → $10.4B (+$460M)

0.12% more ownership

Funds ownership: 96.12%96.25% (+0.12%)

4% less call options, than puts

Call options by funds: $270M | Put options by funds: $281M

8% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 60

2% less funds holding

Funds holding: 535525 (-10)

Holders
525
Holders Change
-10
Holders Change %
-1.87%
% of All Funds
7.56%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
55
Increased
215
Reduced
182
Closed
60
Calls
$270M
Puts
$281M
Net Calls
-$10.2M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.28B +$61.5M +272,530 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.08B +$2.13M +9,417 +0.2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$784M -$86.1M -381,750 -10%
ACA
4
Avoro Capital Advisors
New York
$657M
Renaissance Technologies
5
Renaissance Technologies
New York
$494M -$4.17M -18,500 -0.9%
State Street
6
State Street
Massachusetts
$445M -$2.72M -12,058 -0.6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$234M -$294M -1,303,429 -56%
AQR Capital Management
8
AQR Capital Management
Connecticut
$195M +$66.6M +295,188 +53%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$190M +$10.9M +48,509 +6%
Citadel Advisors
10
Citadel Advisors
Florida
$165M +$145M +641,414 +823%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$146M -$53M -234,772 -27%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$132M +$32M +141,959 +33%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$129M +$301K +1,336 +0.2%
Morgan Stanley
14
Morgan Stanley
New York
$123M -$86.5M -383,256 -42%
LSV Asset Management
15
LSV Asset Management
Illinois
$122M +$34.3M +152,151 +40%
AllianceBernstein
16
AllianceBernstein
Tennessee
$109M +$83.3M +369,130 +354%
Pacer Advisors
17
Pacer Advisors
Pennsylvania
$108M +$35.4M +156,795 +50%
N
18
Nuveen
North Carolina
$107M -$6.01M -26,631 -5%
Norges Bank
19
Norges Bank
Norway
$107M +$1.67M +7,405 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$105M -$21.6M -95,535 -17%
Invesco
21
Invesco
Georgia
$102M +$49M +217,344 +96%
Swedbank
22
Swedbank
Sweden
$97.3M +$2.36M +10,463 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
23
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$96.5M +$31.5M +139,796 +50%
Charles Schwab
24
Charles Schwab
California
$91.5M +$17.9M +79,407 +25%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$72.4M +$59.2M +262,222 +678%

UTHR Hedge Fund Activity: Q1 2024 in Review

525 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in United Therapeutics (UTHR) for Q1 2024, worth a combined $10.4B — up 4.6% from $9.95B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of UTHR and 55 opened new positions — a net loss of 5 holders — while 182 trimmed existing stakes and 215 added.

The largest buyer was Citadel Advisors, adding an estimated $145M. The largest seller was Fidelity Investments, cutting an estimated $294M.

  • 525 institutional investors held United Therapeutics (UTHR) as of Q1 2024, down from 535 in Q4 2023.
  • Funds reported $10.4B of United Therapeutics stock for Q1 2024, up 4.6% quarter-over-quarter.
  • 55 funds opened new United Therapeutics positions in Q1 2024 and 60 closed out, a net change of -5 holders.
  • The largest United Therapeutics buyer in Q1 2024 was Citadel Advisors, an estimated $145M added.
  • The largest United Therapeutics seller in Q1 2024 was Fidelity Investments, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2024.