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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
VRS
301
Virginia Retirement Systems
Virginia
$13M +$3.65M +38,540 +43%
ASA
302
Armstrong Shaw Associates
Connecticut
$13M -$420K -4,428 -3%
RC
303
RegentAtlantic Capital
New Jersey
$13M -$417K -4,399 -3%
CI
304
Cincinnati Insurance
Ohio
$12.8M – – –
CIA
305
CSat Investment Advisory
Michigan
$12.8M +$12M +126,255 New
HighTower Advisors
306
HighTower Advisors
Illinois
$12.7M +$684K +7,218 +6%
SCM
307
Suffolk Capital Management
New York
$12.6M +$11.8M +125,026 New
EA
308
Euclid Advisors
Connecticut
$12.4M -$48.4M -510,410 -81%
NB
309
Norinchukin Bank
Japan
$12.4M +$1.63M +17,234 +16%
EIM
310
Emerson Investment Management
Massachusetts
$12.4M +$392K +4,131 +3%
FIB
311
First Interstate Bank
Montana
$12.3M -$21.3K -225 -0.2%
WAM
312
World Asset Management
Michigan
$12M -$2.48M -26,202 -18%
ANI
313
American National Insurance
Texas
$12M – – –
NMERB
314
New Mexico Educational Retirement Board
New Mexico
$11.9M -$1.25M -13,200 -10%
MOACM
315
Mutual of America Capital Management
New York
$11.9M -$22.8K -241 -0.2%
ABI
316
Adamant Biomedical Investments
Switzerland
$11.6M -$1.23M -13,000 -10%
MSU
317
Mizuho Securities USA
New York
$11.6M -$5.59M -59,023 -34%
ACM
318
Azimuth Capital Management
Michigan
$11.6M +$4.84M +51,070 +80%
VFAM
319
Valley Forge Asset Management
Pennsylvania
$11.5M -$287K -3,029 -3%
MFBTD
320
MB Financial Bank - Trust Department
Illinois
$11.2M -$9.96M -105,133 -49%
CIC
321
Cornercap Investment Counsel
Georgia
$11.1M -$1.07M -11,292 -9%
GBA
322
Garrison Bradford & Associates
New York
$11M +$260K +2,740 +3%
UFF
323
USA Financial Formulas
Michigan
$11M +$10.3M +109,091 New
ERIM
324
Eagle Ridge Investment Management
Connecticut
$10.8M -$28.2K -298 -0.3%
CHA
325
Cedar Hill Associates
Illinois
$10.7M +$508K +5,360 +5%
11 12
13
14 15

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.