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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
TWA
1076
TCI Wealth Advisors
Arizona
$18K
LWA
1077
Lenox Wealth Advisors
New York
$17K -$10.2K -108 -39%
IC
1078
Intersect Capital
California
$17K +$15.5K +164 New
IP
1079
Isthmus Partners
Wisconsin
$17K +$15.6K +165 New
LS
1080
Lupo Securities
Illinois
$16.3K +$15.3K +161 New
LWCFA
1081
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K
MAS
1082
Madden Advisory Services
Florida
$13K -$9K -95 -43%
AP
1083
Atwood & Palmer
Missouri
$13K
VNB
1084
Valley National Bancorp
New York
$13K +$11.8K +124 New
M
1085
MOTCO
Texas
$11K
MA
1086
MCF Advisors
Kentucky
$10K
RAM
1087
Riggs Asset Management
Pennsylvania
$10K
AAC
1088
Asset Advisors Corp
Georgia
$10K +$9.48K +100 New
VNA
1089
Valley National Advisers
Pennsylvania
$10K +$12.7K +134 New
PIA
1090
Peachtree Investment Advisors
Georgia
$9K -$8.72K -92 -51%
CIM
1091
Contravisory Investment Management
Massachusetts
$8K
SIA
1092
Stancorp Investment Advisers
Oregon
$8K +$7.11K +75 New
IRS
1093
Invictus RG (Singapore)
Singapore
$8K +$7.87K +83 New
SMG
1094
Spectrum Management Group
Indiana
$6K
CPA
1095
Cowen Prime Advisors
New York
$5K
CP
1096
Corbenic Partners
Pennsylvania
$5K +$4.26K +45 New
UFA
1097
US Financial Advisors
Massachusetts
$5K +$4.26K +45 New
LWA
1098
Lowe Wealth Advisors
Maryland
$5K +$4.74K +50 New
ST
1099
Spot Trading
Illinois
$4K -$6.63M -69,926 -100%
FPFS
1100
First Personal Financial Services
North Carolina
$4K +$3.98K +42 New