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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
ACS
1026
Archford Capital Strategies
Illinois
$81K
CFG
1027
CKW Financial Group
Hawaii
$81K
GAM
1028
Gemmer Asset Management
California
$81K
OSAM
1029
O'Shaughnessy Asset Management
Connecticut
$81K +$75.7K +799 New
NYLT
1030
New York Life Trust
New York
$79K +$67.3K +710 +1,000%
SSB
1031
Sandy Spring Bank
Maryland
$77K +$5.59K +59 +8%
HCC
1032
Hirtle Callaghan & Co
Pennsylvania
$74K
TDC
1033
Thompson Davis & Co
Virginia
$69K +$30.9K +326 +91%
CAW
1034
Cornerstone Advisors (Washington)
Washington
$68K +$2.75K +29 +5%
RGI
1035
River Global Investors
United Kingdom
$67K +$63.2K +667 New
LNB
1036
Ledyard National Bank
$66K
ATC
1037
Adirondack Trust Company
New York
$58K -$19K -200 -26%
HCM
1038
Horrell Capital Management
Arkansas
$58K
GGPS
1039
Gary Goldberg Planning Services
New York
$56K +$95 +1 +0.2%
GWA
1040
Genesis Wealth Advisors
Massachusetts
$55.4K +$46K +485 New
FWM
1041
Focused Wealth Management
New York
$51K -$3.13K -33 -6%
PFSC
1042
Peoples Financial Services Corp
Pennsylvania
$51K
GI
1043
Gradient Investments
Minnesota
$50K +$9.48K +100 +25%
BRWM
1044
B. Riley Wealth Management
Tennessee
$48K -$9.48K -100 -17%
QAM
1045
QCI Asset Management
New York
$43K
PIM
1046
Parasol Investment Management
Illinois
$42K
IMS
1047
Index Management Solutions
Pennsylvania
$41K -$443K -4,675 -92%
LFR
1048
Lehman Financial Resources
Pennsylvania
$40K -$19K -200 -33%
NSIM
1049
North Star Investment Management
Illinois
$40K +$37.1K +391 New
HIM
1050
Hutchens Investment Management
New Hampshire
$38K +$35.9K +379 New