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UnitedHealth
UNH

1,108 hedge funds and large institutions have $86.1B invested in UnitedHealth in 2014 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 351 increasing their positions, 424 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 45

43% more funds holding in top 10

Funds holding in top 10: 49 → 70 (+21)

16% more capital invested

Capital invested by funds: $74.2B → $86.1B (+$11.9B)

14% more funds holding

Funds holding: 972 → 1,108 (+136)

0.27% more ownership

Funds ownership: 88.28% → 88.55% (+0.27%)

17% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 424

33% less call options, than puts

Call options by funds: $417M | Put options by funds: $625M

Holders
1,108
Holders Change
+136
Holders Change %
+13.99%
% of All Funds
29.55%
Holding in Top 10
70
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+42.86%
% of All Funds
1.87%
New
193
Increased
351
Reduced
424
Closed
45
Calls
$417M
Puts
$625M
Net Calls
-$208M
Net Calls Change
-$119M

Top Buyers

1
MCM
Marsico Capital Management
Colorado
+$240M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$142M
3
Ameriprise
Ameriprise
Minnesota
+$127M
4
JIM
Jensen Investment Management
Oregon
+$127M
5
State Street
State Street
Massachusetts
+$118M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$456M
2
Invesco
Invesco
Georgia
-$367M
3
Lazard Asset Management
Lazard Asset Management
New York
-$293M
4
JP Morgan Chase
JP Morgan Chase
New York
-$269M
5
DSA
Davis Selected Advisers
Arizona
-$172M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Pension Plan Investment Board
251
Canada Pension Plan Investment Board
Ontario, Canada
$19.2M +$3.82M +40,291 +27%
GH
252
GAM Holding
Switzerland
$19.2M +$1.37M +14,459 +8%
MIHAS
253
Maj Invest Holding A/S
Denmark
$18.7M +$254K +2,677 +1%
SCM
254
Stevens Capital Management
Pennsylvania
$18.7M +$1.46M +15,419 +9%
CC
255
Curian Capital
Colorado
$18.5M -$834K -8,796 -5%
CG
256
Colony Group
Massachusetts
$18.4M -$733K -7,738 -4%
BNP Paribas Asset Management
257
BNP Paribas Asset Management
France
$18.4M -$424K -4,472 -2%
AAF
258
Andra AP-fonden
Sweden
$18.2M -$2.16M -22,800 -11%
COPPSERS
259
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.7M -$291K -3,069 -2%
B
260
Baird
Wisconsin
$17.6M +$1.31M +13,849 +9%
BC
261
Burney Company
Virginia
$17.5M +$130K +1,370 +0.8%
JMPWA
262
JP Morgan Private Wealth Advisors
California
$17.3M +$1.22M +12,918 +8%
Asset Management One
263
Asset Management One
Japan
$17.2M -$997K -10,521 -6%
Mitsubishi UFJ Asset Management
264
Mitsubishi UFJ Asset Management
Japan
$17.2M -$3.14M -33,102 -16%
URS
265
Utah Retirement Systems
Utah
$17.2M – – –
CAM
266
ClariVest Asset Management
California
$17.1M +$16M +169,350 +1,411,250%
MAM
267
Martingale Asset Management
Massachusetts
$16.9M +$1.42M +14,995 +10%
MWAC
268
Mariner Wealth Advisors (Cincinnati)
Ohio
$16.5M +$227K +2,398 +1%
TAM
269
Trillium Asset Management
Massachusetts
$16.4M -$632K -6,670 -4%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$16.2M +$728K +7,679 +5%
BA
271
Boston Advisors
Massachusetts
$16.1M -$417K -4,400 -3%
CAM
272
Capstone Asset Management
Texas
$15.7M +$426K +4,496 +3%
SRC
273
Shufro Rose & Co
New York
$15.5M -$548K -5,785 -4%
B
274
BP
United Kingdom
$15.3M +$2.37M +25,000 +20%
SMDAM
275
Sumitomo Mitsui DS Asset Management
Japan
$15.3M -$487K -5,141 -3%
9 10
11
12 13

UNH Hedge Fund Activity: Q4 2014 in Review

1,108 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q4 2014, worth a combined $86.1B — up 16% from $74.2B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new UNH positions and 45 closed out — a net gain of 148 holders — while 351 added to existing stakes and 424 trimmed.

The largest buyer was Marsico Capital Management, opening a new position worth an estimated $240M. The largest seller was T. Rowe Price Associates, cutting an estimated $456M.

  • 1,108 institutional investors held UnitedHealth (UNH) as of Q4 2014, up from 972 in Q3 2014.
  • Funds reported $86.1B of UnitedHealth stock for Q4 2014, up 16% quarter-over-quarter.
  • 193 funds opened new UnitedHealth positions in Q4 2014 and 45 closed out, a net change of +148 holders.
  • The largest UnitedHealth buyer in Q4 2014 was Marsico Capital Management, an estimated $240M added.
  • The largest UnitedHealth seller in Q4 2014 was T. Rowe Price Associates, an estimated $456M sold.

Based on aggregated 13F filings for Q4 2014.