We are live on ! Find out more
UNH icon

UnitedHealth

961 hedge funds and large institutions have $72.3B invested in UnitedHealth in 2014 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 406 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 49

23% more call options, than puts

Call options by funds: $409M | Put options by funds: $331M

1% more funds holding

Funds holding: 954961 (+7)

0.59% more ownership

Funds ownership: 88.96%89.55% (+0.59%)

1% less capital invested

Capital invested by funds: $72.9B → $72.3B (-$601M)

16% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 406

17% less funds holding in top 10

Funds holding in top 10: 4840 (-8)

Holders
961
Holders Change
+7
Holders Change %
+0.73%
% of All Funds
27.62%
Holding in Top 10
40
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16.67%
% of All Funds
1.15%
New
64
Increased
343
Reduced
406
Closed
49
Calls
$409M
Puts
$331M
Net Calls
+$77.4M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
KT
876
Kanaly Trust
Texas
$174K -$473K -6,009 -74%
FHA
877
First Horizon Advisors
Tennessee
$173K +$56K +712 +51%
IPC
878
Independent Portfolio Consultants
Florida
$168K +$162K +2,055 New
FAM
879
Formidable Asset Management
Ohio
$164K
FI
880
FCM Investments
Texas
$155K
LWM
881
LBA Wealth Management
Florida
$146K +$9.84K +125 +8%
PSI
882
Pinnacle Summer Investments
Virginia
$135K +$315 +4 +0.2%
FMT
883
First Mercantile Trust
Tennessee
$119K
CAL
884
Capital Analysts LLC
Pennsylvania
$114K +$11.9K +151 +12%
DBT
885
Dubuque Bank & Trust
Iowa
$108K +$87.9K +1,117 +553%
PMFA
886
Plante Moran Financial Advisors
Michigan
$105K +$27.1K +345 +37%
WF
887
WealthTrust Fairport
Ohio
$104K +$7.47K +95 +8%
CL
888
CFS LLC
Oklahoma
$100K
WEC
889
Winslow Evans & Crocker
Massachusetts
$95.4K
HCP
890
Holt Capital Partners
Texas
$92K
GSC
891
Ground Swell Capital
South Carolina
$91K +$87.2K +1,108 New
AWM
892
Avior Wealth Management
Nebraska
$88K
SGAM
893
Smith Group Asset Management
Texas
$82K
TWM
894
Torch Wealth Management
Ohio
$82K
ACM
895
Antonetti Capital Management
Florida
$76K -$113K -1,430 -60%
ACS
896
Archford Capital Strategies
Illinois
$68.3K
CFG
897
CKW Financial Group
Hawaii
$66K +$23.6K +300 +60%
GAM
898
Gemmer Asset Management
California
$65K +$4.33K +55 +7%
SSB
899
Sandy Spring Bank
Maryland
$58K +$12.1K +154 +28%
BRWM
900
B. Riley Wealth Management
Tennessee
$55K -$3.15K -40 -6%