UnitedHealth
UNH
1,218 hedge funds and large institutions have $98.4B invested in UnitedHealth in 2015 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 425 increasing their positions, 524 reducing their positions, and 89 closing their positions.
30% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 89
1% more funds holding
Funds holding: 1,204 → 1,218 (+14)
1% more capital invested
Capital invested by funds: $97.5B → $98.4B (+$929M)
0.4% less ownership
Funds ownership: 88.41% → 88.01% (-0.4%)
19% less repeat investments, than reductions
Existing positions increased: 425 | Existing positions reduced: 524
24% less call options, than puts
Call options by funds: $568M | Put options by funds: $750M
31% less funds holding in top 10
Funds holding in top 10: 99 → 68 (-31)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$218M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$213M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$163M |
| 4 |
MC
Maverick Capital
Dallas,
Texas
|
+$161M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$225M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$198M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$188M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$163M |
| 5 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$151M |
UNH Hedge Fund Activity: Q4 2015 in Review
1,218 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q4 2015, worth a combined $98.4B — up 0.95% from $97.5B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new UNH positions and 89 closed out — a net gain of 27 holders — while 425 added to existing stakes and 524 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $218M. The largest seller was Ameriprise, cutting an estimated $225M.
- 1,218 institutional investors held UnitedHealth (UNH) as of Q4 2015, up from 1,204 in Q3 2015.
- Funds reported $98.4B of UnitedHealth stock for Q4 2015, up 0.95% quarter-over-quarter.
- 116 funds opened new UnitedHealth positions in Q4 2015 and 89 closed out, a net change of +27 holders.
- The largest UnitedHealth buyer in Q4 2015 was JP Morgan Chase, an estimated $218M added.
- The largest UnitedHealth seller in Q4 2015 was Ameriprise, an estimated $225M sold.
Based on aggregated 13F filings for Q4 2015.