USAR USA Rare Earth, Inc.
USA Rare Earth, Inc. (USAR) Hedge Fund Activity
This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.
Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.
Most significant moves
Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.
| Fund | Action | Shares changed | Change | Est. value | Portfolio wt. | Score |
|---|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | Sold Out | -220.7K | -100.0% | $4.8M | 0.0% | 61 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Sold Out | -1.16M | -100.0% | $25.0M | 0.0% | 60 |
| Rokos Capital Management Macro | New | +346.0K | — | $7.5M | 0.2% | 59 |
| RENAISSANCE TECHNOLOGIES LLC Quant | Increased | +3.00M | +313.6% | $64.6M | 0.1% | 59 |
| Encompass Capital Advisors Long/Short | Sold Out | -465.0K | -100.0% | $10.0M | 0.0% | 59 |
| Tudor Investment Corporation Macro | Sold Out | -84.6K | -100.0% | $1.8M | 0.0% | 56 |
| Hudson Bay Capital Management Event | New | +50.8K | — | $1.1M | 0.0% | 55 |
| Man Group Event Long/Short | New | +118.7K | — | $2.6M | 0.0% | 54 |
| CITADEL ADVISORS LLC Quant | Increased | +819.5K | +87.6% | $17.7M | 0.0% | 53 |
| Armistice Capital Long/Short Healthcare | Sold Out | -10.3K | -100.0% | $222.7K | 0.0% | 53 |
Most significant buyers
By move score, not size.
- Rokos Capital Management
- RENAISSANCE TECHNOLOGIES LLC
- Hudson Bay Capital Management
- Man Group
- CITADEL ADVISORS LLC
Most significant sellers
By move score, not size.
- Point72 Asset Management, L.P.
- ADAGE CAPITAL PARTNERS GP, L.L.C.
- Encompass Capital Advisors
- Tudor Investment Corporation
- Armistice Capital
Hedge fund positions
| Fund | Tier | Shares | Previous | Change | Change % | Portfolio wt. | Action | Score |
|---|---|---|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 1 | 0 | 220.7K | -220.7K | -100.0% | 0.0% | Sold Out | 61 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 0 | 1.2M | -1.16M | -100.0% | 0.0% | Sold Out | 60 |
| Rokos Capital Management | 2 | 346.0K | 0 | +346.0K | — | 0.2% | New | 59 |
| RENAISSANCE TECHNOLOGIES LLC | 1 | 4.0M | 955.4K | +3.00M | +313.6% | 0.1% | Increased | 59 |
| Encompass Capital Advisors | 3 | 0 | 465.0K | -465.0K | -100.0% | 0.0% | Sold Out | 59 |
| Tudor Investment Corporation | 2 | 0 | 84.6K | -84.6K | -100.0% | 0.0% | Sold Out | 56 |
| Hudson Bay Capital Management | 3 | 50.8K | 0 | +50.8K | — | 0.0% | New | 55 |
| Man Group | 3 | 118.7K | 0 | +118.7K | — | 0.0% | New | 54 |
| CITADEL ADVISORS LLC | 1 | 1.8M | 935.2K | +819.5K | +87.6% | 0.0% | Increased | 53 |
| Armistice Capital | 3 | 0 | 10.3K | -10.3K | -100.0% | 0.0% | Sold Out | 53 |
| Squarepoint Ops LLC | 2 | 546.2K | 35.0K | +511.2K | +1460.9% | 0.0% | Increased | 53 |
| Caption Management | 3 | 47.0K | 0 | +47.0K | — | 0.0% | New | 52 |
| Walleye Capital | 3 | 0 | 7.4K | -7.4K | -100.0% | 0.0% | Sold Out | 51 |
| Graham Capital Management | 3 | 0 | 11.7K | -11.7K | -100.0% | 0.0% | Sold Out | 49 |
| D. E. Shaw & Co., Inc. | 1 | 200.7K | 112.2K | +88.5K | +78.9% | 0.0% | Increased | 48 |
| Centiva Capital | 4 | 35.7K | 0 | +35.7K | — | 0.0% | New | 48 |
| Winton Group | 4 | 0 | 11.5K | -11.5K | -100.0% | 0.0% | Sold Out | 48 |
| Y-Intercept | 4 | 10.9K | 0 | +10.9K | — | 0.0% | New | 48 |
| Weiss Asset Management | 2 | 269.5K | 1.1M | -860.5K | -76.2% | 0.1% | Reduced | 48 |
| ExodusPoint Capital Management | 3 | 11.7K | 92.5K | -80.7K | -87.3% | 0.0% | Reduced | 45 |
| Jain Global | 3 | 55.7K | 428.8K | -373.1K | -87.0% | 0.0% | Reduced | 45 |
| Alyeska Investment Group, L.P. | 2 | 11.3M | 16.6M | -5.28M | -31.9% | 0.7% | Reduced | 45 |
| Verition Fund Management | 2 | 158.4K | 101.1K | +57.3K | +56.7% | 0.0% | Increased | 39 |
| Bridgewater Associates | 1 | 187.0K | 174.5K | +12.5K | +7.2% | 0.0% | Increased | 32 |
| AQR Capital Management | 3 | 16.7K | 11.3K | +5.5K | +48.4% | 0.0% | Increased | 32 |
| MILLENNIUM MANAGEMENT LLC | 2 | 417.7K | 466.1K | -48.4K | -10.4% | 0.0% | Reduced | 31 |
| Lighthouse Investment Partners | 3 | 28.8K | 40.0K | -11.2K | -27.9% | 0.0% | Reduced | 27 |
| Zimmer Partners | 2 | 1.1M | 1.2M | -19.4K | -1.7% | 0.6% | Reduced | 26 |
| LMR Partners | 3 | 753.7K | 753.9K | -200 | -+0.0% | 0.2% | Reduced | 23 |
| Yaupon Capital Management | 2 | 700.0K | 700.0K | 0 | +0.0% | 0.5% | Unchanged | 21 |
| Ghisallo Capital Management | 2 | 500.0K | 500.0K | 0 | +0.0% | 0.3% | Unchanged | 20 |
Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeHedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.