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United Therapeutics Corporation

UTHR Healthcare
$536.12 +$3.3 (0.62%)
Market Cap: $23.5 B
Gurus Holding
9
Popularity Rank
#661
% of Shares Held
8.18%
Net Activity (Q4 2025)
+$78.74 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 Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.92 B.

Top institutional holders include Renaissance Technologies and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $78.74 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 302.1%. Conversely, Jeremy Grantham reduced exposure by 95.9%.

Key Holders

Top 5 by Value

$624.51 M
$90.71 M
$38.99 M
$31.47 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$216.85 M
Total Buy Value
New Buys 1
Additions 4
-$138.11 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for United Therapeutics Corporation (UTHR)

Major holders include Renaissance Technologies ($930.29 M), Cliff Asness ($624.51 M), Steven Cohen ($90.71 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 3.58 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $78.74 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited UTHR. The total reported sell value was $138.11 M.

Yes, 1 managers opened new positions in UTHR, and 4 increased their existing holdings. The total reported buy value was $216.85 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.44% Reduce -12.2% 1,909,259 $930.29 M Q4 2025
0.33% Add 29.9% 1,281,699 $624.51 M Q4 2025
0.10% Add 86.6% 186,164 $90.71 M Q4 2025
0.14% Reduce -1.2% 80,018 $38.99 M Q4 2025
0.11% Add 302.1% 64,595 $31.47 M Q4 2025
0.00% Add 24.5% 29,357 $14.3 M Q4 2025
0.02% Reduce -14.3% 23,636 $11.52 M Q4 2025
0.02% New Buy 9,149 $4.46 M Q4 2025
0.00% Reduce -95.9% 618 $301,121 Q4 2025
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