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UnitedHealth

946 hedge funds and large institutions have $65.6B invested in UnitedHealth in 2013 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 341 increasing their positions, 364 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 51

8% more funds holding

Funds holding: 878946 (+68)

4% more capital invested

Capital invested by funds: $63B → $65.6B (+$2.61B)

0.01% less ownership

Funds ownership: 86.35%86.33% (-0.01%)

6% less repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 364

18% less funds holding in top 10

Funds holding in top 10: 3932 (-7)

27% less call options, than puts

Call options by funds: $461M | Put options by funds: $627M

Holders
946
Holders Change
+68
Holders Change %
+7.74%
% of All Funds
27.46%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.93%
New
125
Increased
341
Reduced
364
Closed
51
Calls
$461M
Puts
$627M
Net Calls
-$166M
Net Calls Change
-$334M
Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
926
American Research & Management Company
Massachusetts
$15K
CBT
927
Central Bank & Trust
Kentucky
$15K
DBT
928
Dubuque Bank & Trust
Iowa
$15K
FNBSF
929
First National Bank Sioux Falls
South Dakota
$15K
PAS
930
Partnervest Advisory Services
California
$13K +$72 +1 +0.6%
OC
931
Oakworth Capital
Alabama
$13K +$12.1K +168 New
CCM
932
Chilton Capital Management
Texas
$11.7K
SMG
933
Spectrum Management Group
Indiana
$11K +$10.1K +140 New
MAS
934
Madden Advisory Services
Florida
$9K
MA
935
MCF Advisors
Kentucky
$8K
WJA
936
Williams Jones & Associates
New York
$8K +$1.44K +20 +25%
MIM
937
Marco Investment Management
Georgia
$6.6K +$180K +2,500 +3%
AA
938
Apriem Advisors
California
$6K +$5.39K +75 New
GI
939
Gradient Investments
Minnesota
$5K -$790 -11 -13%
EWM
940
Edge Wealth Management
New York
$4K
RIA
941
Regal Investment Advisors
Michigan
$3K -$8.62K -120 -76%
KCPG
942
Kavar Capital Partners Group
Kansas
$3K +$3.74K +52 New
CAM
943
ClariVest Asset Management
California
$2K -$13.2M -183,272 -100%
PFG
944
Piershale Financial Group
Illinois
$2K -$3.35M -46,680 -100%
GC
945
Globeflex Capital
California
$2K
IWC
946
Integrated Wealth Counsel
California
$2K
PVH
947
Psagot Value Holdings
Israel
$2K +$1.44K +20 New
DIA
948
Denver Investment Advisors
Colorado
$1.23K -$119K -1,650 -9%
WTB
949
Washington Trust Bank
Washington
$312 -$4.14M -57,639 Closed
Winslow Capital Management
950
Winslow Capital Management
Minnesota
-$300M -4,193,078 Closed