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
VCM
976
Vision Capital Management
Oregon
– -$20.1M -245,284 Closed
CCP
977
Clough Capital Partners
Massachusetts
– -$16.3M -199,400 Closed
HCMT
978
Highland Capital Management (Texas)
Texas
– -$7.43M -90,941 Closed
EAM
979
EULAV Asset Management
Florida
– -$5.07M -62,000 Closed
BCM
980
BBT Capital Management
Texas
– -$4.61M -56,371 Closed
Capital Fund Management (CFM)
981
Capital Fund Management (CFM)
France
– -$4.42M -52,269 Closed
Point72 Asset Management
982
Point72 Asset Management
Connecticut
– -$4.27M -52,200 Closed
AI
983
Analytic Investors
California
– -$4.2M -51,393 Closed
HM
984
HealthCor Management
New York
– -$3.37M -41,200 Closed
MVM
985
McClain Value Management
Connecticut
– -$3.09M -37,806 Closed
1832 Asset Management
986
1832 Asset Management
Ontario, Canada
– -$2.87M -35,031 Closed
CA
987
Cullinan Associates
Kentucky
– -$1.84M -28,100 Closed
SGA
988
Sector Gamma AS
Norway
– -$2.21M -27,000 Closed
MSWM
989
Mader & Shannon Wealth Management
Missouri
– -$2.03M -24,873 Closed
TI
990
Turner Investments
Pennsylvania
– -$1.99M -24,380 Closed
AF
991
Aldebaran Financial
– -$1.57M -19,153 Closed
OH
992
Orbis Holdings
Bermuda
– -$1.38M -16,886 Closed
Marshall Wace
993
Marshall Wace
United Kingdom
– -$1.35M -16,569 Closed
ACM
994
Avalon Capital Management
California
– -$900K -11,008 Closed
MCM
995
Matarin Capital Management
New York
– -$637K -7,791 Closed
DCM
996
Dynamic Capital Management
Jersey
– -$598K -7,309 Closed
SOADOR
997
State of Alaska Department of Revenue
Alaska
– -$490K -6,000 Closed
Rafferty Asset Management
998
Rafferty Asset Management
New York
– -$481K -5,885 Closed
RCM
999
Rotella Capital Management
Washington
– -$476K -5,825 Closed
CAS
1000
CTC Alternative Strategies
Illinois
– -$433K -5,300 Closed
37 38 39
40
41

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.