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UnitedHealth

878 hedge funds and large institutions have $63B invested in UnitedHealth in 2013 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 279 increasing their positions, 382 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 68

46% more call options, than puts

Call options by funds: $530M | Put options by funds: $362M

10% more capital invested

Capital invested by funds: $57.4B → $63B (+$5.62B)

3% more funds holding

Funds holding: 853878 (+25)

3% more funds holding in top 10

Funds holding in top 10: 3839 (+1)

0.01% more ownership

Funds ownership: 86.34%86.35% (+0.01%)

27% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 382

Holders
878
Holders Change
+25
Holders Change %
+2.93%
% of All Funds
28.47%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
1.26%
New
101
Increased
279
Reduced
382
Closed
68
Calls
$530M
Puts
$362M
Net Calls
+$168M
Net Calls Change
-$186K
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
826
Joel Isaacson & Co
New York
$36K
SFS
827
Signator Financial Services
Massachusetts
$36K
WF
828
WealthTrust Fairport
Ohio
$34K
NIM
829
NuWave Investment Management
New Jersey
$34K +$15K +210 +80%
QAM
830
QCI Asset Management
New York
$33K +$2.86K +40 +9%
NES
831
New England Securities
New York
$32K +$5.08K +71 +19%
PSC
832
Prentiss Smith & Co
Vermont
$30K
BFEC
833
Benjamin F. Edwards & Company
Missouri
$29K
VCM
834
Vigilant Capital Management
Maine
$29K
GGPS
835
Gary Goldberg Planning Services
New York
$29K +$28.6K +400 New
LFR
836
Lehman Financial Resources
Pennsylvania
$29K +$28.6K +400 New
FWM
837
Focused Wealth Management
New York
$29K +$28.9K +404 New
GXMC
838
Global X Management Company
New York
$27K -$13.5K -188 -33%
MUMSS
839
Mitsubishi UFJ Morgan Stanley Securities
Japan
$27K +$27.2K +380 New
ATC
840
Adirondack Trust Company
New York
$26K
BOK
841
Bank of Kentucky
Kentucky
$26K
FMP
842
Financial Management Professionals
Texas
$25K
LWA
843
Lenox Wealth Advisors
New York
$25K +$12.5K +175 +97%
CFA
844
Carroll Financial Associates
North Carolina
$22K
IRS
845
Invictus RG (Singapore)
Singapore
$21K -$156K -2,176 -88%
NC
846
NewSquare Capital
Pennsylvania
$19K +$17.2K +240 +828%
FBT
847
Founders Bank & Trust
Michigan
$18K
Victory Capital Management
848
Victory Capital Management
Texas
$18K +$18.1K +253 New
AC
849
Alexandria Capital
Virginia
$17K -$12.2K -171 -42%
SC
850
StellarOne Corp
Virginia
$16K