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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
AL
1001
Airain Ltd
Guernsey
-$332K -4,059 Closed
AAIM
1002
American Assets Investment Management
California
-$304K -3,720 Closed
CRC
1003
Curi RMB Capital
Illinois
-$263K -3,220 Closed
VF
1004
Virtu Financial
New York
-$253K -3,099 Closed
SC
1005
SouthState Corp
Florida
-$246K -3,005 Closed
Westfield Capital Management
1006
Westfield Capital Management
Massachusetts
-$216K -2,640 Closed
HCP
1007
Holt Capital Partners
Texas
-$92K -1,125 Closed
TWM
1008
Torch Wealth Management
Ohio
-$82K -1,000 Closed
ACM
1009
Antonetti Capital Management
Florida
-$76K -935 Closed
VCM
1010
Vigilant Capital Management
Maine
-$33K -400 Closed
VAM
1011
Visionary Asset Management
Texas
-$25K -305 Closed
CBT
1012
Central Bank & Trust
Kentucky
-$15K -201 Closed
PAS
1013
Partnervest Advisory Services
California
-$14K -173 Closed
SIA
1014
SeaBridge Investment Advisors
New Jersey
-$12K -150 Closed
IRS
1015
Invictus RG (Singapore)
Singapore
-$11K -137 Closed
NIM
1016
NuWave Investment Management
New Jersey
-$10K -120 Closed
RIA
1017
Regal Investment Advisors
Michigan
-$3K -38 Closed
GP
1018
GLG Partners
United Kingdom
+$85 +1 New
MIM
1019
Macroview Investment Management
Maryland
+$338 +4 New