We are live on ! Find out more
UNH icon

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
PIM
926
Parasol Investment Management
Illinois
$36K +$11.7K +138 +49%
TCM
927
Tradewinds Capital Management
Washington
$35K – – –
GI
928
Gradient Investments
Minnesota
$34K +$8.45K +100 +34%
KPCM
929
Kings Point Capital Management
New York
$33K – – –
WA
930
Waverly Advisors
Alabama
$33K – – –
PFO
931
Pathstone Family Office
New Jersey
$32K +$31.7K +375 New
BOK
932
Bank of Kentucky
Kentucky
$31K – – –
TDC
933
Thompson Davis & Co
Virginia
$31K +$30.3K +358 New
FMP
934
Financial Management Professionals
Texas
$30K – – –
TFO
935
Tarbox Family Office
California
$30K +$2.2K +26 +8%
NC
936
NewSquare Capital
Pennsylvania
$28K – – –
SNT
937
Security National Trust
West Virginia
$26K -$25.4K -300 -50%
CCS
938
Crosspoint Capital Strategies
California
$26K – – –
WA
939
Winfield Associates
Ohio
$26K – – –
FM
940
Forward Management
California
$26K +$25.4K +300 New
LWA
941
Lenox Wealth Advisors
New York
$24K – – –
BFEC
942
Benjamin F. Edwards & Company
Missouri
$22K – – –
FBT
943
Founders Bank & Trust
Michigan
$22K – – –
ST
944
Smithfield Trust
Pennsylvania
$22K – – –
MPWT
945
MassMutual Private Wealth & Trust
Connecticut
$21.4K +$21K +248 New
GXMC
946
Global X Management Company
New York
$20K -$4.56K -54 -19%
CHC
947
City Holding Co
West Virginia
$20K – – –
MAS
948
Madden Advisory Services
Florida
$19K – – –
AC
949
Alexandria Capital
Virginia
$17K -$2.11K -25 -12%
ARMC
950
American Research & Management Company
Massachusetts
$17K – – –
36 37
38
39 40

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.