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UnitedHealth
UNH

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: 40 → 49 (+9)

1% more funds holding

Funds holding: 961 → 972 (+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

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$112M
2
O
OppenheimerFunds
New York
+$84.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$75.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$73.7M
5
Prudential Financial
Prudential Financial
New Jersey
+$59.8M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$680M
2
WRF
Waddell & Reed Financial
Kansas
-$185M
3
JP Morgan Chase
JP Morgan Chase
New York
-$154M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$132M
5
Goldman Sachs
Goldman Sachs
New York
-$130M
Name Holding Trade Value Shares
Change 		Change in
Stake
KRSITF
476
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.69M +$97.2K +1,150 +3%
FHC
477
First Houston Capital
Texas
$2.67M +$16.9K +200 +0.6%
QI
478
QS Investors
New York
$2.67M -$625K -7,400 -19%
WIC
479
Woodmont Investment Counsel
Tennessee
$2.64M -$153K -1,812 -6%
FWIA
480
Fort Washington Investment Advisors
Ohio
$2.63M -$250K -2,956 -9%
CT
481
Coastline Trust
Rhode Island
$2.63M -$169K -2,000 -6%
BAM
482
Burnham Asset Management
New York
$2.59M – – –
Mackenzie Financial
483
Mackenzie Financial
Ontario, Canada
$2.54M +$13.9K +165 +0.6%
Daiwa Securities Group
484
Daiwa Securities Group
Japan
$2.54M -$1.61M -19,000 -39%
CIP
485
Convergence Investment Partners
Florida
$2.53M -$612K -7,243 -20%
HAI
486
Hennessy Advisors Inc
California
$2.53M -$50.7K -600 -2%
SWM
487
Segment Wealth Management
Texas
$2.48M +$78.6K +930 +3%
PI
488
PineBridge Investments
New York
$2.46M +$1.21M +14,332 +101%
PP
489
PDT Partners
New York
$2.42M +$2.37M +28,034 New
RBA
490
Richard Bernstein Advisors
New York
$2.39M – – –
MSFP
491
Mark Sheptoff Financial Planning
Connecticut
$2.38M +$169 +2 +0%
CTA
492
Colonial Trust Advisors
South Carolina
$2.38M -$5.07K -60 -0.2%
AWP
493
Ascent Wealth Partners
New York
$2.36M +$2.32M +27,400 New
GCAC
494
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.35M -$205K -2,430 -9%
Mirae Asset Global Investments
495
Mirae Asset Global Investments
South Korea
$2.35M -$331K -3,919 -13%
BFM
496
Boston Financial Management
Massachusetts
$2.34M -$25.4K -300 -1%
AB
497
Amalgamated Bank
New York
$2.33M +$9.72K +115 +0.4%
FMB
498
Field & Main Bank
Kentucky
$2.32M -$6.34K -75 -0.3%
TNBTD
499
Trustmark National Bank Trust Department
Mississippi
$2.32M – – –
CTA
500
Chesley Taft & Associates
Illinois
$2.31M -$99.3K -1,175 -4%
18 19
20
21 22

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.