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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
HIM
951
Harbour Investment Management
Washington
$251K
WCA
952
Westover Capital Advisors
Delaware
$248K -$17.4K -184 -7%
SCA
953
STALEY CAPITAL ADVISERS
Pennsylvania
$247K
MMA
954
Miracle Mile Advisors
California
$246K -$11.4K -120 -5%
CAI
955
Capital Advisors Inc
Oklahoma
$245K
AI
956
Accredited Investors
Minnesota
$245K +$6.07K +64 +3%
Squarepoint
957
Squarepoint
New York
$243K +$227K +2,400 New
SIC
958
Salem Investment Counselors
North Carolina
$240K -$4.93K -52 -2%
BC
959
Banced Corp
Illinois
$239K -$24.8K -262 -10%
CA
960
CapWealth Advisors
Tennessee
$235K
TCOT
961
Trust Company of Toledo
Ohio
$234K +$220K +2,319 New
GIM
962
Goelzer Investment Management
Indiana
$233K -$37.9K -400 -15%
OFS
963
Orrstown Financial Services
Pennsylvania
$233K
BIM
964
Baldwin Investment Management
Pennsylvania
$233K +$218K +2,302 New
WPP
965
Whalerock Point Partners
Rhode Island
$232K +$218K +2,300 New
ST
966
Sentinel Trust
Texas
$231K -$1.18M -12,430 -84%
DMC
967
Drexel Morgan & Co
Pennsylvania
$227K +$213K +2,248 New
BHA
968
Beech Hill Advisors
New York
$227K +$213K +2,250 New
CL
969
CFS LLC
Oklahoma
$226K +$8.72K +92 +4%
IAA
970
Ironsides Asset Advisors
North Carolina
$222K +$208K +2,195 New
QAM
971
Quantres Asset Management
Cayman Islands
$222K +$209K +2,200 New
WFG
972
Windsor Financial Group
Minnesota
$221K +$207K +2,185 New
KTC
973
Kistler-Tiffany Companies
Pennsylvania
$220K
RA
974
Rational Advisors
New York
$218K +$205K +2,158 New
FIM
975
Freedom Investment Management
Connecticut
$216K +$203K +2,137 New