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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
EFS
676
Essex Financial Services
Connecticut
$1.07M +$156K +1,648 +19%
IHL
677
Investment House LLC
California
$1.06M +$7.11K +75 +0.7%
STMM
678
South Texas Money Management
Texas
$1.06M +$998K +10,529 New
HC
679
HHG & Company
Connecticut
$1.06M +$995K +10,497 New
MCM
680
Manchester Capital Management
Vermont
$1.06M – – –
BCM
681
Beck Capital Management
Texas
$1.05M -$35K -369 -3%
CB
682
Community Bank
New York
$1.05M +$987K +10,415 New
CAM
683
Centre Asset Management
New York
$1.04M – – –
MWP
684
MYCIO Wealth Partners
Pennsylvania
$1.04M – – –
FTIOP
685
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.04M +$6.16K +65 +0.6%
ACP
686
Aviance Capital Partners
Florida
$1.04M +$57.9K +611 +6%
EWM
687
Elite Wealth Management
Washington
$1.03M -$318K -3,353 -25%
BSW
688
Buckingham Strategic Wealth
Missouri
$1.02M -$15.9K -168 -2%
OC
689
Oppenheimer & Co
New York
$1.01M -$150K -1,583 -14%
CIA
690
Covington Investment Advisors
Pennsylvania
$1.01M +$26.5K +280 +3%
PC
691
Polar Capital
United Kingdom
$1.01M +$190K +2,000 +25%
FNBOO
692
First National Bank of Omaha
Nebraska
$1.01M -$7.58K -80 -0.8%
CNAM
693
Campbell Newman Asset Management
Wisconsin
$1.01M -$6.63K -70 -0.7%
GP
694
Girard Partners
Pennsylvania
$1M +$124K +1,309 +15%
PHS
695
Pekin Hardy Strauss
Illinois
$993K +$931K +9,828 New
WA
696
WESPAC Advisors
California
$993K +$931K +9,828 New
NFC
697
Northeast Financial Consultants
Connecticut
$992K – – –
ACM
698
Apex Capital Management
Ohio
$991K – – –
FFC
699
First Financial Corp
Indiana
$971K -$2.84K -30 -0.3%
AH
700
Achievement Holdings
Illinois
$970K +$910K +9,600 New
26 27
28
29 30

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.