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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
MFS
1051
McNamara Financial Services
Massachusetts
$38K +$35.9K +379 New
BOK
1052
Bank of Kentucky
Kentucky
$36K
FMP
1053
Financial Management Professionals
Texas
$36K
AWM
1054
AllSquare Wealth Management
New York
$36K +$33.7K +356 New
TFO
1055
Tarbox Family Office
California
$35K
CFN
1056
Cordasco Financial Network
Florida
$34K +$32.2K +340 New
NC
1057
NewSquare Capital
Pennsylvania
$32K
CHP
1058
Cable Hill Partners
Oregon
$32K +$30K +317 New
CCS
1059
Crosspoint Capital Strategies
California
$30K
WA
1060
Winfield Associates
Ohio
$30K
CHC
1061
City Holding Co
West Virginia
$30K +$5.97K +63 +27%
GXMC
1062
Global X Management Company
New York
$29K +$5.12K +54 +23%
RMAM
1063
Raab & Moskowitz Asset Management
New Jersey
$27K +$25.6K +270 New
FBT
1064
Founders Bank & Trust
Michigan
$26K
ASN
1065
Advisory Services Network
Georgia
$26K +$23K +243 New
ST
1066
Smithfield Trust
Pennsylvania
$25K
TCM
1067
Tradewinds Capital Management
Washington
$24K -$16.5K -174 -42%
PO
1068
Private Ocean
California
$24K +$22.2K +234 New
FSA
1069
Franklin Street Advisors
North Carolina
$24K +$22.5K +237 New
FANJ
1070
Financial Architects (New Jersey)
New Jersey
$23K +$6.35K +67 +42%
ARMC
1071
American Research & Management Company
Massachusetts
$20K
FNBSF
1072
First National Bank Sioux Falls
South Dakota
$20K
1832 Asset Management
1073
1832 Asset Management
Ontario, Canada
$20K +$19K +200 New
AC
1074
Alexandria Capital
Virginia
$19K
PVH
1075
Psagot Value Holdings
Israel
$18K -$28.4K -300 -63%