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UnitedHealth

961 hedge funds and large institutions have $72.3B invested in UnitedHealth in 2014 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 406 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 49

23% more call options, than puts

Call options by funds: $409M | Put options by funds: $331M

1% more funds holding

Funds holding: 954961 (+7)

0.59% more ownership

Funds ownership: 88.96%89.55% (+0.59%)

1% less capital invested

Capital invested by funds: $72.9B → $72.3B (-$601M)

16% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 406

17% less funds holding in top 10

Funds holding in top 10: 4840 (-8)

Holders
961
Holders Change
+7
Holders Change %
+0.73%
% of All Funds
27.62%
Holding in Top 10
40
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16.67%
% of All Funds
1.15%
New
64
Increased
343
Reduced
406
Closed
49
Calls
$409M
Puts
$331M
Net Calls
+$77.4M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
701
Legacy Private Trust
Wisconsin
$592K -$115K -1,462 -17%
WTNA
702
Wilmington Trust National Association
Delaware
$581K -$22.6K -287 -4%
GP
703
Girard Partners
Pennsylvania
$573K +$216K +2,745 +64%
FT
704
Fiduciary Trust
Massachusetts
$572K -$105K -1,340 -16%
BPCE
705
Bank Pictet & Cie (Europe)
Germany
$572K +$53.5K +680 +11%
Nomura Holdings
706
Nomura Holdings
Japan
$571K -$13.2M -167,349 -96%
CP
707
Cumberland Partners
Ontario, Canada
$564K
BCI
708
Brinker Capital Investments
Pennsylvania
$553K -$19.3K -245 -3%
CIA
709
Capital Investment Advisors
Georgia
$546K -$19.5K -248 -4%
MWR
710
McAdams Wright Ragen
Washington
$546K -$10.1K -128 -2%
ARMT
711
Amica Retiree Medical Trust
Rhode Island
$536K +$516K +6,554 New
SWP
712
Stratos Wealth Partners
Ohio
$533K +$515K +6,545 New
GIA
713
GHP Investment Advisors
Colorado
$529K +$50.5K +642 +11%
CPR
714
CSU Producer Resources
Ohio
$523K +$504K +6,400 New
TIM
715
Tortoise Investment Management
New York
$520K
ATC
716
Argent Trust Company
Louisiana
$519K -$28.1K -357 -5%
CFB
717
Cullen/Frost Bankers
Texas
$513K +$45.6K +580 +10%
JFGIW
718
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$509K +$1.97K +25 +0.4%
BC
719
Brinker Capital
Pennsylvania
$505K +$2.91K +37 +0.6%
BFS
720
Bradley Foster & Sargent
Connecticut
$499K
RBC
721
Ronald Blue & Co
Georgia
$498K +$129K +1,644 +37%
UR
722
USCA RIA
Texas
$494K +$19.4K +246 +4%
NAMA
723
Nikko Asset Management Americas
New York
$492K -$118K -1,500 -20%
SOADOR
724
State of Alaska Department of Revenue
Alaska
$490K +$29.9K +380 +7%
JIM
725
Jensen Investment Management
Oregon
$488K -$91.3K -1,160 -16%