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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
LCM
801
LVM Capital Management
Michigan
$539K -$28.4K -300 -5%
WSCM
802
Wellington Shields Capital Management
New York
$537K – – –
JFGIW
803
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$533K +$58.6K +618 +13%
BCM
804
Bluefin Capital Management
New York
$525K -$1.39M -14,718 -74%
GG
805
Gofen & Glossberg
Illinois
$522K – – –
TF
806
Tompkins Financial
New York
$517K +$38.9K +410 +9%
AIA
807
Affinity Investment Advisors
California
$515K -$2.46K -26 -0.5%
GF
808
Gerstein Fisher
New York
$514K -$18.2K -192 -4%
MA
809
Montag & Associates
Georgia
$514K – – –
OL
810
Orbitronix LP
California
$505K +$474K +5,000 New
CHAM
811
Clear Harbor Asset Management
Connecticut
$501K +$470K +4,955 New
ST
812
Sageworth Trust
Pennsylvania
$501K +$470K +4,958 New
TIA
813
Tiemann Investment Advisors
California
$500K -$474 -5 -0.1%
WA
814
WFG Advisors
Texas
$500K +$234K +2,474 +100%
GT
815
Glenview Trust
Kentucky
$495K +$464K +4,901 New
SPC
816
Sigma Planning Corp
Michigan
$494K +$463K +4,884 New
MBI
817
Montrusco Bolton Investments
Quebec, Canada
$494K +$463K +4,890 New
DVM
818
Dreman Value Management
Florida
$485K – – –
IC
819
IKOS CIF
Cyprus
$485K +$285K +3,011 +171%
BBHC
820
Brown Brothers Harriman & Co
New York
$483K +$12.7K +134 +3%
CIBC World Market
821
CIBC World Market
Ontario, Canada
$479K -$1.92M -20,248 -81%
SC
822
Saturna Capital
Washington
$478K – – –
BC
823
Bartlett & Co
Ohio
$469K – – –
GSBTD
824
Glenview State Bank Trust Department
Illinois
$467K – – –
BCMO
825
Buckingham Capital Management (Ohio)
Ohio
$461K +$27.3K +288 +7%
31 32
33
34 35

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.