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UnitedHealth

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: 4049 (+9)

1% more funds holding

Funds holding: 961972 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
51
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$250M -$11.6M -136,800 -5%
Prudential Financial
52
Prudential Financial
New Jersey
$239M +$59.8M +708,201 +34%
Deutsche Bank
53
Deutsche Bank
Germany
$238M +$13.3M +157,172 +6%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$238M +$2.56M +30,249 +1%
Allianz Asset Management
55
Allianz Asset Management
Germany
$231M +$22.7M +269,005 +11%
MAA
56
Managed Account Advisors
New Jersey
$220M -$772K -9,132 -0.4%
BlackRock
57
BlackRock
New York
$220M -$5.67M -67,128 -3%
Charles Schwab
58
Charles Schwab
California
$218M +$5.68M +67,173 +3%
Bank of America
59
Bank of America
North Carolina
$213M -$16.8M -198,429 -7%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$212M -$6.77M -80,149 -3%
Ninety One (UK)
61
Ninety One (UK)
United Kingdom
$203M +$17.8M +210,646 +10%
RFC
62
Russell Frank Company
Washington
$200M -$1.73M -20,416 -0.9%
CCM
63
Chieftain Capital Management
New York
$189M +$578K +6,835 +0.3%
Arrowstreet Capital
64
Arrowstreet Capital
Massachusetts
$187M +$112M +1,324,854 +158%
PI
65
PGGM Investments
Netherlands
$183M +$6.32M +74,818 +4%
BIM
66
BlackRock Investment Management
Delaware
$179M -$42.6M -504,700 -20%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$175M +$11.9M +140,653 +7%
Ameriprise
68
Ameriprise
Minnesota
$173M -$29.4M -348,453 -15%
JHIU
69
Janus Henderson Investors US
Colorado
$170M -$1.51M -17,900 -0.9%
Loomis, Sayles & Company
70
Loomis, Sayles & Company
Massachusetts
$169M +$253K +2,994 +0.2%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$169M -$26M -307,373 -14%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$168M -$2.9M -34,298 -2%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$161M +$6.5M +76,886 +4%
Teacher Retirement System of Texas
74
Teacher Retirement System of Texas
Texas
$161M -$333K -3,942 -0.2%
TA
75
Teachers Advisors
New York
$158M +$8.49M +100,444 +6%