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UnitedHealth

972 hedge funds and large institutions have $74.2B invested in UnitedHealth in 2014 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 313 increasing their positions, 432 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

23% more funds holding in top 10

Funds holding in top 10: 4049 (+9)

1% more funds holding

Funds holding: 961972 (+11)

3% more capital invested

Capital invested by funds: $72.3B → $74.2B (+$1.94B)

1.27% less ownership

Funds ownership: 89.55%88.28% (-1.3%)

18% less call options, than puts

Call options by funds: $414M | Put options by funds: $502M

28% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 432

Holders
972
Holders Change
+11
Holders Change %
+1.14%
% of All Funds
28.21%
Holding in Top 10
49
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+22.5%
% of All Funds
1.42%
New
68
Increased
313
Reduced
432
Closed
47
Calls
$414M
Puts
$502M
Net Calls
-$88.5M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
276
Martingale Asset Management
Massachusetts
$13.2M +$5.99M +70,875 +87%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$13.1M +$685K +8,105 +6%
CBOA
278
Commonwealth Bank of Australia
Australia
$13.1M +$237K +2,800 +2%
ZA
279
Zweig Advisers
Connecticut
$13M +$1.01M +12,000 +9%
CAM
280
Capstone Asset Management
Texas
$13M +$4.33M +51,252 +52%
GIA
281
Granite Investment Advisors
New Hampshire
$12.9M -$864K -10,220 -6%
Canada Pension Plan Investment Board
282
Canada Pension Plan Investment Board
Ontario, Canada
$12.9M +$8.08M +95,630 +177%
WA
283
Whitebox Advisors
Minnesota
$12.8M +$279K +3,306 +2%
CCI
284
Columbus Circle Investors
$12.7M +$12.4M +147,279 New
WAM
285
World Asset Management
Michigan
$12.5M +$627K +7,416 +5%
TCT
286
TIAA CREF Trust
Missouri
$12.5M +$703K +8,316 +6%
TMAM
287
Tokio Marine Asset Management
Japan
$12.4M -$811K -9,598 -6%
HNB
288
Huntington National Bank
Ohio
$12M +$4.27M +50,563 +57%
AAM
289
Auxier Asset Management
Oregon
$11.9M
RBCM
290
Raub Brock Capital Management
California
$11.8M -$20.3K -240 -0.2%
LS
291
Livforsakringsbolaget Skandia
Sweden
$11.7M -$879K -10,400 -7%
CNB
292
City National Bank
California
$11.6M -$2.85M -33,778 -20%
ASA
293
Armstrong Shaw Associates
Connecticut
$11.4M -$368K -4,354 -3%
RC
294
RegentAtlantic Capital
New Jersey
$11.4M -$90.8K -1,075 -0.8%
ABC
295
Associated Banc-Corp
Wisconsin
$11.4M -$55.4K -656 -0.5%
NMERB
296
New Mexico Educational Retirement Board
New Mexico
$11.3M -$67.6K -800 -0.6%
LAM
297
Lingohr Asset Management
Germany
$11.1M +$3.65M +43,238 +51%
ABI
298
Adamant Biomedical Investments
Switzerland
$11M +$10.8M +128,000 New
CI
299
Cincinnati Insurance
Ohio
$10.9M +$10.7M +126,581 New
PI
300
Placemark Investments
Illinois
$10.9M -$1.37M -16,212 -11%

UNH Hedge Fund Activity: Q3 2014 in Review

972 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2014, worth a combined $74.2B — up 2.7% from $72.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new UNH positions and 47 closed out — a net gain of 21 holders — while 313 added to existing stakes and 432 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $112M. The largest seller was Norges Bank, cutting an estimated $680M.

  • 972 institutional investors held UnitedHealth (UNH) as of Q3 2014, up from 961 in Q2 2014.
  • Funds reported $74.2B of UnitedHealth stock for Q3 2014, up 2.7% quarter-over-quarter.
  • 68 funds opened new UnitedHealth positions in Q3 2014 and 47 closed out, a net change of +21 holders.
  • The largest UnitedHealth buyer in Q3 2014 was Arrowstreet Capital, an estimated $112M added.
  • The largest UnitedHealth seller in Q3 2014 was Norges Bank, an estimated $680M sold.

Based on aggregated 13F filings for Q3 2014.