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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
FBNAT
976
FirstMerit Bank N.A. Trustee
Ohio
$216K +$203K +2,139 New
WPW
977
Waldron Private Wealth
Pennsylvania
$214K +$201K +2,119 New
VFS
978
VSR Financial Services
Kansas
$212K -$48.8K -515 -20%
CFA
979
Cahill Financial Advisors
Minnesota
$212K +$198K +2,094 New
BOTW
980
Bank of the West
California
$212K +$199K +2,099 New
BCM
981
Bridgeway Capital Management
Texas
$212K +$199K +2,100 New
SCM
982
Stonebridge Capital Management
California
$212K +$199K +2,100 New
SHWM
983
Smith & Howard Wealth Management
Georgia
$210K +$197K +2,080 New
KPCM
984
Kings Point Capital Management
New York
$208K +$158K +1,669 +431%
FMBTD
985
First Midwest Bank Trust Division
Illinois
$207K +$195K +2,055 New
FAM
986
Formidable Asset Management
Ohio
$205K
ACM
987
Alpha Capital Management
Texas
$205K +$192K +2,027 New
WT
988
Washington Trust
Rhode Island
$205K +$192K +2,028 New
NES
989
New England Securities
New York
$204K +$14.2K +150 +8%
BJL
990
Brighton Jones LLC
Washington
$203K +$191K +2,012 New
AL
991
Airain Ltd
Guernsey
$202K +$190K +2,000 New
CC
992
CQS Cayman
Cayman Islands
$202K +$190K +2,000 New
CCM
993
CrestPoint Capital Management
Missouri
$202K +$190K +2,000 New
Group One Trading
994
Group One Trading
Illinois
$202K +$190K +2,000 New
SAM
995
Silvercrest Asset Management
New York
$202K +$190K +2,000 New
VST
996
Van Strum & Towne
California
$201K +$188K +1,985 New
IPC
997
Independent Portfolio Consultants
Florida
$198K
PSI
998
Pinnacle Summer Investments
Virginia
$193K +$284 +3 +0.2%
FI
999
FCM Investments
Texas
$192K
SCP
1000
Syntal Capital Partners
Texas
$190K +$178K +1,883 New