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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$112M |
| 2 |
O
OppenheimerFunds
New York
|
+$84.7M |
| 3 |
Bank of New York Mellon
New York
|
+$75.1M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$73.7M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$59.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$680M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$185M |
| 3 |
JP Morgan Chase
New York
|
-$154M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$132M |
| 5 |
Goldman Sachs
New York
|
-$130M |
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.