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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
EFSCE
1001
Enterprise Financial Services Corp (EFSC)
Missouri
$189K -$16.1K -170 -8%
VFA
1002
Virtus Fund Advisers
Connecticut
$186K
NYLIM
1003
New York Life Investment Management
New York
$182K -$142K -1,500 -45%
LWM
1004
LBA Wealth Management
Florida
$180K
KCM
1005
Karp Capital Management
California
$159K +$149K +1,575 New
SC
1006
SRB Corp
Massachusetts
$155K -$12.4K -131 -8%
IMAS
1007
ID Management A/S
Denmark
$152K +$142K +1,500 New
WEC
1008
Winslow Evans & Crocker
Massachusetts
$147K +$15.2K +160 +12%
CAL
1009
Capital Analysts LLC
Pennsylvania
$141K +$190 +2 +0.1%
DBT
1010
Dubuque Bank & Trust
Iowa
$133K
PMFA
1011
Plante Moran Financial Advisors
Michigan
$130K
AIM
1012
Advantage Investment Management
Iowa
$121K +$114K +1,198 New
FMT
1013
First Mercantile Trust
Tennessee
$119K -$17.1K -180 -13%
WF
1014
WealthTrust Fairport
Ohio
$116K -$11.8K -125 -10%
MCM
1015
MV Capital Management
Maryland
$115K +$108K +1,135 New
HCP
1016
Holt Capital Partners
Texas
$114K +$107K +1,125 New
AWM
1017
Avior Wealth Management
Nebraska
$109K
Manulife (Manufacturers Life Insurance)
1018
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$107K +$1.1M +11,610 +1%
BFEC
1019
Benjamin F. Edwards & Company
Missouri
$97K +$67.5K +712 +285%
TRCT
1020
Tower Research Capital (TRC)
New York
$95K -$1.28M -13,533 -94%
Walleye Trading
1021
Walleye Trading
New York
$93K +$87.5K +923 New
SNT
1022
Security National Trust
West Virginia
$89K +$54.1K +571 +188%
MPWT
1023
MassMutual Private Wealth & Trust
Connecticut
$88.9K +$59.8K +631 +254%
CFA
1024
Carroll Financial Associates
North Carolina
$87K +$37.9K +400 +98%
S
1025
SignatureFD
Georgia
$81K -$178K -1,876 -70%