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 Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.6 B.
Top institutional holders include Renaissance Technologies and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $125.09 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Ray Dalio reduced exposure by 91.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 1.20% | Add 2.6% | 2,173,392 | $911.11 M | Q3 2025 | |
| 0.27% | Reduce -22.5% | 986,478 | $413.54 M | Q3 2025 | |
| 0.07% | New Buy | 99,784 | $41.83 M | Q3 2025 | |
| 0.15% | Reduce -9.5% | 80,957 | $33.94 M | Q3 2025 | |
| 0.02% | New Buy | 27,567 | $11.56 M | Q3 2025 | |
| 0.00% | Add 26.8% | 23,580 | $9.89 M | Q3 2025 | |
| 0.03% | Reduce -91.8% | 16,065 | $6.73 M | Q3 2025 | |
| 0.02% | Add 67.6% | 15,068 | $6.32 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for United Therapeutics Corporation (UTHR)
Major holders include Renaissance Technologies ($911.11 M), Cliff Asness ($413.54 M), Steven Cohen ($41.83 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 3.42 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $125.09 M, with 5 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited UTHR. The total reported sell value was $205.88 M.
Yes, 2 managers opened new positions in UTHR, and 3 increased their existing holdings. The total reported buy value was $80.79 M.