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United Therapeutics Corporation

UTHR Healthcare
$545.96 +$0.56 (0.10%)
Market Cap: $23.17 B
Gurus Holding
9
Popularity Rank
#610
% of Shares Held
7.06%
Net Activity (Q1 2026)
-$343.16 M

Guru Ownership Trend

Guru Analysis for United Therapeutics Corporation (UTHR)

United Therapeutics Corporation (UTHR), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.64 B.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $343.16 M net outflow during the quarter.

Recent activity highlights Jeremy Grantham who increased their stake by 458.6%. Conversely, Cliff Asness reduced exposure by 35.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$32.72 M
Total Buy Value
New Buys 1
Additions 4
-$375.88 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
5

FAQs for United Therapeutics Corporation (UTHR)

Major holders include Renaissance Technologies (RenTech) ($1.06 B), Cliff Asness ($486.42 M), Steven Cohen ($88.53 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 3 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $343.16 M, with 5 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited UTHR. The total reported sell value was $375.88 M.

Yes, 1 managers opened new positions in UTHR, and 4 increased their existing holdings. The total reported buy value was $32.72 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.66% Reduce -6.4% 1,787,019 $1.06 B Q1 2026
0.22% Reduce -35.5% 826,226 $486.42 M Q1 2026
0.11% Reduce -19.8% 149,303 $88.53 M Q1 2026
0.29% Add 72.1% 111,169 $65.92 M Q1 2026
0.15% Add 0.5% 80,387 $47.67 M Q1 2026
0.01% Add 17.2% 34,404 $20.4 M Q1 2026
0.02% Reduce -34.4% 6,001 $3.56 M Q1 2026
0.01% Add 458.6% 3,452 $2.05 M Q1 2026
0.00% New Buy 350 $207,543 Q1 2026
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