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UnitedHealth

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: 4049 (+9)

1% more funds holding

Funds holding: 961972 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$157M -$3.84M -45,399 -2%
PPA
77
Parametric Portfolio Associates
Washington
$147M -$4M -47,359 -3%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$146M -$2.66M -31,464 -2%
Canada Life
79
Canada Life
Manitoba, Canada
$143M +$4.96M +58,733 +4%
U
80
UBS
Switzerland
$136M +$14M +165,606 +12%
SO
81
STRS Ohio
Ohio
$133M
SBAM
82
Santa Barbara Asset Management
California
$126M -$1.81M -21,421 -1%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$125M -$3.26M -38,580 -3%
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$125M +$410K +4,850 +0.3%
APG Asset Management
85
APG Asset Management
Netherlands
$125M +$18.1M +214,327 +17%
UIM
86
USS Investment Management
United Kingdom
$120M
HSBC Holdings
87
HSBC Holdings
United Kingdom
$120M -$13.6M -160,689 -10%
Barclays
88
Barclays
United Kingdom
$119M +$37M +438,140 +46%
CLM
89
ClearBridge LLC (Maryland)
Maryland
$118M -$19.9M -235,300 -15%
ECP
90
Empyrean Capital Partners
California
$118M -$36.8M -436,000 -24%
Swiss National Bank
91
Swiss National Bank
Switzerland
$115M -$3.23M -38,200 -3%
Robeco Institutional Asset Management
92
Robeco Institutional Asset Management
Netherlands
$113M -$8.83M -104,438 -7%
Adage Capital Partners
93
Adage Capital Partners
Massachusetts
$110M -$18.6M -220,600 -15%
MTB
94
Mizuho Trust & Banking
Japan
$110M -$6.57M -77,750 -6%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$104M +$9.14M +108,165 +10%
CCM
96
Causeway Capital Management
California
$101M -$31M -366,900 -25%
Axa
97
Axa
France
$100M -$107M -1,263,206 -52%
Principal Financial Group
98
Principal Financial Group
Iowa
$98.6M +$1.27M +15,060 +1%
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$96.4M -$529K -6,264 -0.6%
GC
100
Guggenheim Capital
Illinois
$93.7M +$1.55M +18,357 +2%