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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
CBU
626
CIBC Bank USA
Illinois
$1.47M +$205K +2,160 +17%
AC
627
Addenda Capital
Quebec, Canada
$1.46M +$480K +5,061 +31%
SKK
628
Shepherd Kaplan Krochuk
Massachusetts
$1.45M +$175K +1,842 +15%
KC
629
Kingfisher Capital
North Carolina
$1.45M +$81K +855 +6%
AF
630
Arrow Financial
New York
$1.45M -$100K -1,055 -7%
Luther King Capital Management (LKCM)
631
Luther King Capital Management (LKCM)
Texas
$1.44M – – –
BVDMP
632
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.43M – – –
TI
633
Trexquant Investment
Connecticut
$1.43M +$1.34M +14,100 New
PAG
634
Private Advisor Group
New Jersey
$1.39M +$85.9K +906 +7%
CS
635
Cannell & Spears
New York
$1.39M -$242K -2,552 -16%
WIL
636
Winifred I. Li
$1.37M +$1.61K +17 +0.1%
DIA
637
Dean Investment Associates
Ohio
$1.36M -$45.2K -477 -3%
MPAM
638
Murphy Pohlad Asset Management
Minnesota
$1.36M -$9.48K -100 -0.7%
PCM
639
Perkins Capital Management
Minnesota
$1.35M – – –
SWP
640
Stratos Wealth Partners
Ohio
$1.35M +$568K +5,988 +81%
NAM
641
Needelman Asset Management
California
$1.32M – – –
ACM
642
Argonaut Capital Management
New York
$1.32M +$1.24M +13,100 New
Parallax Volatility Advisers
643
Parallax Volatility Advisers
California
$1.32M -$22.1M -233,540 -95%
EGA
644
E&G Advisors
Texas
$1.32M – – –
BGDI
645
BW Gestao de Investimentos
Brazil
$1.32M – – –
AAM
646
Advisors Asset Management
Colorado
$1.3M -$334K -3,521 -22%
CWP
647
Capital Wealth Planning
Florida
$1.3M +$1.22M +12,827 New
WSFS
648
Wilmington Savings Fund Society
Delaware
$1.29M -$9.48K -100 -0.8%
SC
649
Stralem & Co
New York
$1.28M – – –
BEC
650
Blue Edge Capital
Virginia
$1.28M -$8.06K -85 -0.7%
24 25
26
27 28

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.