Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ultragenyx Pharmaceutical In (RARE)

291 + Investors. Track Smart Money conviction in RARE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — RARE

Based on 292 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RARE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
292 funds currently hold this stock — 93% of the 3.0-year high of 314 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding RARE is almost the same as a year ago (-9 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

189 buying140 selling
Last quarter: 189 funds bought or added vs 140 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~58 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 52 → 52 → 59 → 58. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 20% medium ■ 22% new
169 out of 292 hedge funds have held RARE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

34 → 52 → 52 → 59 → 58 new funds/Q
New funds entering each quarter: 52 → 52 → 59 → 58. A growing number of institutions are discovering RARE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 22% newcomers

■ 64% veterans ■ 14% 1-2yr ■ 22% new
Entry-cohort mix of 308 holders: 196 (64%) are 2+ year veterans, 44 entered 1–2 years ago, and 68 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
50 of 292 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RARE

In 2026 Q1, 189 hedge funds were net buyers of RARE (58 opened a new position, 131 added to an existing one), while 140 reduced or exited (85 trimmed, 55 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 31% of total institutional value in RARE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 292.

Hedge Fund Ownership: RARE

How many hedge funds hold RARE — quarterly history vs. share price
Quarterly hedge fund ownership of RARE vs. share price

Market Analysis: RARE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RARE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ultragenyx Pharmaceutical In (RARE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RARE has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
RARE
+28.9%
XLV
+2.5%

RARE outperformed XLV by +26.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
RARE
+8.0%
XLV
+3.6%

Since the filing became public, RARE outperformed XLV by +4.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 5 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: RARE
291 + Investors

Track Smart Money conviction in RARE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 291 289 0.69%
13F Shares 100M 99M 1.68%
Total Value $2.03B $2.27B -10.81%
New Positions 57 59 -2
Increased Positions 121 117 +4
Closed Positions 55 71 -16
Reduced Positions 86 89 -3
Total Calls 9 22 -59.09%
Total Puts 7 12 -41.67%
PUT/CALL Ratio 0.78 0.55 Neutral

Statistics: RARE

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Institutional Holders (2026 Q1)

291 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RARE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 RARE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Jones Hill Capital LP 5.23% 1,165,557 $24.4M
2 GordonMD Global Investments LP 4.22% 289,101 $6.1M
3 Catalio Capital Management, LP 3.72% 850,797 $17.8M
4 Ishara Investments LP 3.46% 174,250 $3.7M
5 Eagle Health Investments LP 3.24% 884,121 $18.5M
6 Sphera Funds Management LTD. 2.69% 809,333 $17.0M
7 Sofinnova Investments, Inc. 2.50% 3,145,888 $65.9M
8 B Group, Inc. 2.10% 135,000 $2.8M
9 Palo Alto Investors LP 1.91% 596,495 $12.5M
10 Blue Owl Capital Holdings LP 1.70% 302,638 $6.3M
11 Privium Fund Management B.V. 1.59% 364,802 $7.6M
12 Rock Springs Capital Management LP 1.50% 1,218,773 $25.5M
13 Bellevue Group AG 1.19% 2,380,000 $49.9M
14 Flax Pond Capital, LLC 0.95% 56,638 $1.2M
15 Newtyn Management, LLC 0.90% 400,000 $8.4M
16 Ikarian Capital, LLC 0.82% 482,571 $10.1M
17 Rtw Investments, LP 0.76% 3,648,795 $76.4M
18 Birchview Capital, LP 0.74% 62,000 $1.3M
19 Motley Fool Wealth Management, LLC 0.53% 222,981 $4.7M
20 Odyssean, LLC 0.52% 67,412 $1.4M
21 Parkman Healthcare Partners LLC 0.51% 235,000 $4.9M
22 Frontier Capital Management Co LLC 0.47% 2,191,182 $45.9M
23 Knott David M Jr 0.41% 33,069 $693K
24 Neo Ivy Capital Management 0.41% 73,601 $1.5M
25 PSP Research LLC 0.33% 22,100 $463K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ultragenyx Pharmaceutical In (RARE)

What does the Smart Money Trend signal show for RARE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RARE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RARE?

Slight buying edge — 57% buying: Last quarter: 189 funds bought or added vs 140 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RARE holders?

Strong quality — 31% AUM from major funds: 50 of 292 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RARE?

58% of holders stayed for 2+ years: 169 out of 292 hedge funds have held RARE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ultragenyx Pharmaceutical In (RARE) following the 2026 Q1 hedge fund 13F filings?

As of today, RARE has moved +8.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.6% for the XLV sector ETF — an outperformance of +4.4%. Since the quarter end (March 31, 2026), RARE has gained +28.9% vs +2.5% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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