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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
HMS
901
Hanseatic Management Services
New Mexico
$308K +$289K +3,050 New
BEAM
902
Baker Ellis Asset Management
Washington
$307K -$9.48K -100 -3%
LJAC
903
L.J. Altfest & Co
New York
$307K +$288K +3,036 New
AW
904
Alpha Windward
Massachusetts
$304K -$3.41K -36 -1%
BIC
905
Beach Investment Counsel
Pennsylvania
$303K – – –
DDPIC
906
Deroy & Devereaux Private Investment Counsel
Michigan
$303K – – –
CCFCSB
907
Cape Cod Five Cents Savings Bank
Massachusetts
$301K – – –
FMWA
908
Forvis Mazars Wealth Advisors
Missouri
$301K +$758 +8 +0.3%
HB
909
Homrich & Berg
Georgia
$299K -$567K -5,980 -67%
HS
910
HighVista Strategies
Massachusetts
$297K -$5.47M -57,721 -95%
FCCM
911
First City Capital Management
Georgia
$295K – – –
CAM
912
Carret Asset Management
New York
$295K +$12.3K +130 +5%
LCM
913
Logan Capital Management
Pennsylvania
$293K – – –
JIC
914
Joel Isaacson & Co
New York
$292K +$226K +2,380 +469%
HF
915
Hoxton Financial
West Virginia
$291K +$26.3K +277 +11%
LA
916
LVW Advisors
New York
$290K +$272K +2,866 New
DSI
917
Daiwa SB Investments
Japan
$289K – – –
CC
918
Courier Capital
New York
$289K +$95 +1 +0%
BP
919
Ballentine Partners
Massachusetts
$288K -$15.4K -162 -5%
VF
920
Virtu Financial
New York
$285K +$267K +2,819 New
SI
921
Scout Investments
Missouri
$283K – – –
DSC
922
Duncker Streett & Co
Missouri
$281K – – –
WS
923
Wedbush Securities
California
$279K -$53.2K -561 -17%
NPC
924
National Planning Corporation
California
$279K +$26.4K +279 +11%
CAM
925
Cypress Asset Management
Texas
$278K +$261K +2,750 New
35 36
37
38 39

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.