Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ULTRAGENYX PHARMACEUTICAL IN (RARE)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -13
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — RARE

Based on 280 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their RARE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
280 funds currently hold this stock — 93% of the 3.0-year high of 302 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
22 fewer hedge funds hold RARE compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

176 buying168 selling
Last quarter: 176 funds bought or added vs 168 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new RARE position: 33 → 52 → 52 → 58. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 18% medium 23% new
166 out of 280 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.
💎

Buying through price weakness — shares +0%, value -86%

Value
-86%
Shares
+0%
Last quarter: funds added +0% more shares while total portfolio value only changed -86%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

51 → 33 → 52 → 52 → 58 new funds/Q
New funds entering each quarter: 33 → 52 → 52 → 58. A growing number of institutions are discovering RARE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 9% 1-2yr 25% new
Of 307 current holders: 202 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
36 of 280 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in RARE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

44 top-rated funds 4 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: RARE
2026 Q1 Stats Unlock in 22 days 307 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 307 319 -3.76%
13F Shares 98M 98M 0.28%
Total Value $2.26B $16.18B -86.0%
New Positions 60 52 +8
Increased Positions 151 188 -37
Closed Positions 74 61 +13
Reduced Positions 125 120 +5
Total Calls 22 17 29.41%
Total Puts 12 15 -20.0%
PUT/CALL Ratio 0.55 0.88 Bullish

Statistics: RARE

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

307 + investors

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

Top 25 institutional holders of RARE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PSP Research LLC 0.33% 22,100 $463K
2 Y-Intercept (Hong Kong) Ltd 0.09% 218,354 $4.6M
3 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.07% 99,995 $2.1M
4 Assenagon Asset Management S.A. 0.07% 2,257,671 $47.3M
5 PROFUND ADVISORS LLC 0.06% 72,108 $1.5M
6 PINNACLE ASSOCIATES LTD 0.03% 102,710 $2.2M
7 OP Asset Management Ltd 0.02% 86,917 $2.1M
8 E Fund Management Co., Ltd. 0.01% 20,796 $436K
9 Pictet Asset Management Holding SA 0.01% 603,571 $11.7M
10 CONGRESS ASSET MANAGEMENT CO 0.01% 44,908 $941K
11 True Wealth Design, LLC 0.00% 503 $11K
12 DAVENPORT & Co LLC 0.00% 17,500 $367K
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 34,174 $767K
14 Leonteq Securities AG 0.00% 1,795 $38K
15 SG Americas Securities, LLC 0.00% 40,387
16 Hilton Head Capital Partners, LLC 0.00% 70 $1K
17 Root Financial Partners, LLC 0.00% 850 $18K
18 GF FUND MANAGEMENT CO. LTD. 0.00% 2,166 $45K
19 GAMMA Investing LLC 0.00% 769 $16K
20 SJS Investment Consulting Inc. 0.00% 188 $4K
21 IFP Advisors, Inc 0.00% 793 $17K
22 Versant Capital Management, Inc 0.00% 151 $3K
23 Sterling Capital Management LLC 0.00% 660 $14K
24 STRS OHIO 0.00% 2,205 $46K
25 Farther Finance Advisors, LLC 0.00% 562 $12K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their RARE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RARE?

Slight buying edge — 51% buying: Last quarter: 176 funds bought or added vs 168 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?

Elite ownership — 40% AUM from top-100 funds: 36 of 280 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in RARE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RARE?

59% of holders stayed for 2+ years: 166 out of 280 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.

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.