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UnitedHealth

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: 4970 (+21)

16% more capital invested

Capital invested by funds: $74.2B → $86.1B (+$11.9B)

14% more funds holding

Funds holding: 9721,108 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
926
Lederer & Associates Investment Counsel
California
$277K +$260K +2,745 New
CNBT
927
Canandaigua National Bank & Trust
New York
$276K -$35.1K -370 -12%
TC
928
TradeLink Capital
Illinois
$275K -$66.6K -703 -21%
ICAS
929
Investors Capital Advisory Services
Massachusetts
$274K -$1.42K -15 -0.5%
AF
930
Affiance Financial
Minnesota
$274K +$256K +2,706 New
FFSOTS
931
Fiduciary Financial Services of The Southwest
Texas
$274K +$257K +2,707 New
HIM
932
Hillsdale Investment Management
Ontario, Canada
$273K +$246K +2,600 +2,600%
AIA
933
Avalon Investment & Advisory
Texas
$273K +$256K +2,705 New
FM
934
Foster & Motley
Ohio
$271K +$13.3K +140 +6%
NFG
935
Next Financial Group
Texas
$270K -$355K -3,751 -58%
MCM
936
Maryland Capital Management
Maryland
$270K +$253K +2,673 New
CCM
937
Catawba Capital Management
Virginia
$269K
CL
938
CPWM LLC
Washington
$266K
MCM
939
McKinley Capital Management
Alaska
$264K +$247K +2,607 New
PAI
940
Pittenger & Anderson Inc
Nebraska
$259K +$243K +2,560 New
Simplex Trading
941
Simplex Trading
Illinois
$259K +$243K +2,564 New
KT
942
Kanaly Trust
Texas
$258K +$40.2K +424 +20%
HF
943
HRT Financial
New York
$257K +$242K +2,551 New
HPC
944
HM Payson & Co
Maine
$256K +$379 +4 +0.2%
TCB
945
Texas Capital Bancshares
Texas
$255K +$239K +2,520 New
UOC
946
UBS O'Connor
Illinois
$255K +$239K +2,527 New
JPTCCM
947
J.P. Turner & Co Capital Management
Georgia
$253K +$236K +2,493 New
USGIU
948
U.S. Global Investors (USGI)
Texas
$253K +$237K +2,500 New
JFA
949
JNBA Financial Advisors
Minnesota
$252K -$19.4K -205 -8%
AHC
950
Adell Harriman & Carpenter
Texas
$252K