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UnitedHealth
UNH

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: 40 → 49 (+9)

1% more funds holding

Funds holding: 961 → 972 (+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

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$112M
2
O
OppenheimerFunds
New York
+$84.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$75.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$73.7M
5
Prudential Financial
Prudential Financial
New Jersey
+$59.8M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$680M
2
WRF
Waddell & Reed Financial
Kansas
-$185M
3
JP Morgan Chase
JP Morgan Chase
New York
-$154M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$132M
5
Goldman Sachs
Goldman Sachs
New York
-$130M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPS
851
Counsel Portfolio Services
Ontario, Canada
$242K +$237K +2,800 New
SI
852
Scout Investments
Missouri
$241K – – –
CAM
853
Carret Asset Management
New York
$240K +$15.6K +185 +7%
DSC
854
Duncker Streett & Co
Missouri
$239K – – –
ICAS
855
Investors Capital Advisory Services
Massachusetts
$235K -$106K -1,250 -31%
GIM
856
Goelzer Investment Management
Indiana
$233K – – –
JFA
857
JNBA Financial Advisors
Minnesota
$233K +$35K +414 +18%
SEC
858
Seven Eight Capital
New York
$233K +$228K +2,700 New
S
859
SignatureFD
Georgia
$231K +$19.9K +235 +10%
CCM
860
Catawba Capital Management
Virginia
$229K +$225K +2,660 New
WCA
861
Westover Capital Advisors
Delaware
$227K -$1.03M -12,238 -82%
BC
862
Banced Corp
Illinois
$227K -$49.4K -585 -18%
CL
863
CPWM LLC
Washington
$227K – – –
VFS
864
VSR Financial Services
Kansas
$225K +$10.6K +125 +5%
HF
865
Hoxton Financial
West Virginia
$224K – – –
MMA
866
Miracle Mile Advisors
California
$220K +$216K +2,556 New
FM
867
Foster & Motley
Ohio
$219K -$13.1K -155 -6%
HPC
868
HM Payson & Co
Maine
$218K +$2.7K +32 +1%
NPC
869
National Planning Corporation
California
$216K -$19K -225 -8%
HIM
870
Harbour Investment Management
Washington
$214K – – –
WA
871
WFG Advisors
Texas
$213K -$13.5K -160 -6%
ORI
872
Oak Ridge Investments
Illinois
$213K – – –
SIC
873
Salem Investment Counselors
North Carolina
$210K -$114K -1,350 -36%
SCA
874
STALEY CAPITAL ADVISERS
Pennsylvania
$210K +$206K +2,440 New
CAI
875
Capital Advisors Inc
Oklahoma
$209K +$205K +2,425 New
33 34
35
36 37

UNH Hedge Fund Activity: Q3 2014 in Review

972 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2014, worth a combined $74.2B — up 2.7% from $72.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new UNH positions and 47 closed out — a net gain of 21 holders — while 313 added to existing stakes and 432 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $112M. The largest seller was Norges Bank, cutting an estimated $680M.

  • 972 institutional investors held UnitedHealth (UNH) as of Q3 2014, up from 961 in Q2 2014.
  • Funds reported $74.2B of UnitedHealth stock for Q3 2014, up 2.7% quarter-over-quarter.
  • 68 funds opened new UnitedHealth positions in Q3 2014 and 47 closed out, a net change of +21 holders.
  • The largest UnitedHealth buyer in Q3 2014 was Arrowstreet Capital, an estimated $112M added.
  • The largest UnitedHealth seller in Q3 2014 was Norges Bank, an estimated $680M sold.

Based on aggregated 13F filings for Q3 2014.