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UnitedHealth

UNH

Market cap $384B

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

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

Calls

$417M

Puts

$625M

Net Calls

-$208M

Net Calls Change

-$119M

Top Buyers

1	MCM Marsico Capital Management Denver, Colorado	+$240M
2	Royal Bank of Canada Toronto, Ontario, Canada	+$142M
3	Ameriprise Minneapolis, Minnesota	+$127M
4	JIM Jensen Investment Management Lake Oswego, Oregon	+$127M
5	State Street Boston, Massachusetts	+$118M

Top Sellers

1	T. Rowe Price Associates Baltimore, Maryland	-$456M
2	Invesco Atlanta, Georgia	-$367M
3	Lazard Asset Management New York	-$293M
4	JP Morgan Chase New York	-$269M
5	DSA Davis Selected Advisers Tucson, Arizona	-$172M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
51	51 Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$314M	+$19.7M	+208,200	+7%
52	MAA 52 Managed Account Advisors Jersey City, New Jersey	$310M	+$48.9M	+515,520	+20%
53	53 Allianz Asset Management Munich, Germany	$306M	+$32.5M	+343,077	+13%
54	54 Prudential Financial Newark, New Jersey	$304M	+$22.4M	+236,520	+9%
55	55 New York State Common Retirement Fund Albany, New York	$301M	+$781K	+8,237	+0.3%
56	56 BlackRock New York	$265M	+$7.18M	+75,789	+3%
57	57 Charles Schwab San Francisco, California	$261M	+$5.37M	+56,617	+2%
58	BIM 58 BlackRock Investment Management Wilmington, Delaware	$259M	+$46.5M	+490,770	+24%
59	MCM 59 Marsico Capital Management Denver, Colorado	$256M	+$240M	+2,536,839	New
60	60 Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$252M	-$1.47M	-15,557	-0.6%
61	61 Bank of America Charlotte, North Carolina	$251M	+$761K	+8,026	+0.3%
62	62 Deutsche Bank Frankfurt Am Main Ge, Germany	$238M	-$38.4M	-405,034	-15%
63	63 Ninety One (UK) London, United Kingdom	$236M	-$1.71M	-18,051	-0.8%
64	64 VOYA Investment Management Atlanta, Georgia	$227M	+$20.4M	+214,873	+11%
65	65 Swedbank Stockholm, Sweden	$216M	+$203M	+2,141,177	New
66	RFC 66 Russell Frank Company Seattle, Washington	$215M	-$10.1M	-106,599	-5%
67	67 Bank of Montreal Toronto, Ontario, Canada	$215M	+$29M	+305,860	+17%
68	PI 68 PGGM Investments Zeist, Netherlands	$212M	-$2.66M	-28,024	-1%
69	69 New York State Teachers Retirement System (NYSTRS) Albany, New York	$196M	-$1.64M	-17,296	-0.9%
70	70 Mitsubishi UFJ Trust & Banking Tokyo, Japan	$195M	-$2.85M	-30,020	-2%
71	71 Lazard Asset Management New York	$191M	-$293M	-3,091,666	-62%
72	72 California State Teachers Retirement System (CalSTRS) West Sacramento, California	$190M	+$1.66M	+17,492	+0.9%
73	TA 73 Teachers Advisors New York	$190M	+$4.43M	+46,709	+3%
74	74 Arrowstreet Capital Boston, Massachusetts	$185M	-$31.5M	-332,223	-15%
75	JHIU 75 Janus Henderson Investors US Denver, Colorado	$183M	-$14.5M	-153,369	-8%