We are live on ! Find out more
UNH icon

UnitedHealth

946 hedge funds and large institutions have $65.6B invested in UnitedHealth in 2013 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 341 increasing their positions, 364 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 51

8% more funds holding

Funds holding: 878946 (+68)

4% more capital invested

Capital invested by funds: $63B → $65.6B (+$2.61B)

0.01% less ownership

Funds ownership: 86.35%86.33% (-0.01%)

6% less repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 364

18% less funds holding in top 10

Funds holding in top 10: 3932 (-7)

27% less call options, than puts

Call options by funds: $461M | Put options by funds: $627M

Holders
946
Holders Change
+68
Holders Change %
+7.74%
% of All Funds
27.46%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.93%
New
125
Increased
341
Reduced
364
Closed
51
Calls
$461M
Puts
$627M
Net Calls
-$166M
Net Calls Change
-$334M
Name Holding Trade Value Shares
Change
Change in
Stake
NLI
401
Nippon Life Insurance
Japan
$4.42M -$59.1K -823 -1%
WT
402
Whittier Trust
California
$4.4M +$13.7K +191 +0.3%
SIM
403
Sentry Investment Management
Wisconsin
$4.39M -$496K -6,900 -11%
EAM
404
EULAV Asset Management
Florida
$4.37M
SEIA
405
Signature Estate & Investment Advisors
California
$4.28M +$621K +8,647 +18%
CPS
406
Counsel Portfolio Services
Ontario, Canada
$4.28M
PA
407
Profund Advisors
Maryland
$4.25M -$39.2K -545 -1%
PI
408
PineBridge Investments
New York
$4.24M +$3.98M +55,431 +6,423%
ACM
409
Altalis Capital Management
New York
$4.16M +$3.97M +55,300 New
GC
410
Grimes & Company
Massachusetts
$4.16M +$125K +1,745 +3%
RC
411
RBF Capital
California
$4.14M
RJT
412
Raymond James Trust
Florida
$4.13M +$1.87M +25,991 +90%
LMGAM
413
Liberty Mutual Group Asset Management
Massachusetts
$4.11M -$493K -6,857 -11%
MPM
414
Meritage Portfolio Management
Kansas
$4.07M -$176K -2,453 -4%
RP
415
Riverbridge Partners
Minnesota
$4.06M +$3.33M +46,351 +614%
AIM
416
AMI Investment Management
Indiana
$4M -$162K -2,249 -4%
MCM
417
Maple Capital Management
Vermont
$4M -$23.3K -325 -0.6%
BPM
418
Bowling Portfolio Management
Ohio
$4M -$72.1K -1,004 -2%
NB
419
NBT Bank
New York
$3.98M -$347K -4,835 -8%
FCM
420
Frontier Capital Management
Massachusetts
$3.96M -$440K -6,120 -10%
MYAM
421
Meiji Yasuda Asset Management
Japan
$3.93M -$511K -7,116 -12%
MCM
422
MAI Capital Management
Ohio
$3.93M +$233K +3,238 +7%
ECM
423
Estabrook Capital Management
New York
$3.89M +$139K +1,931 +4%
GIM
424
Gyrus Investment Management
Ontario, Canada
$3.87M +$30.5K +425 +0.9%
GMIM
425
General Motors Investment Management
New York
$3.85M +$1.72M +23,941 +88%