UnitedHealth
UNH
1,204 hedge funds and large institutions have $97.5B invested in UnitedHealth in 2015 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 483 increasing their positions, 451 reducing their positions, and 74 closing their positions.
28% more call options, than puts
Call options by funds: $996M | Put options by funds: $777M
19% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 74
7% more repeat investments, than reductions
Existing positions increased: 483 | Existing positions reduced: 451
0.87% more ownership
Funds ownership: 87.53% → 88.41% (+0.87%)
0% more funds holding
Funds holding: 1,199 → 1,204 (+5)
4% less capital invested
Capital invested by funds: $101B → $97.5B (-$3.87B)
2% less funds holding in top 10
Funds holding in top 10: 101 → 99 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$786M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$491M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$402M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$300M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$187M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$433M |
| 2 |
JP Morgan Chase
New York
|
-$407M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$213M |
| 4 |
ClearBridge Investments
New York
|
-$156M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$136M |
UNH Hedge Fund Activity: Q3 2015 in Review
1,204 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2015, worth a combined $97.5B — down 3.8% from $101B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new UNH positions and 74 closed out — a net gain of 14 holders — while 483 added to existing stakes and 451 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $786M. The largest seller was Dodge & Cox, cutting an estimated $433M.
- 1,204 institutional investors held UnitedHealth (UNH) as of Q3 2015, up from 1,199 in Q2 2015.
- Funds reported $97.5B of UnitedHealth stock for Q3 2015, down 3.8% quarter-over-quarter.
- 88 funds opened new UnitedHealth positions in Q3 2015 and 74 closed out, a net change of +14 holders.
- The largest UnitedHealth buyer in Q3 2015 was Wellington Management Group, an estimated $786M added.
- The largest UnitedHealth seller in Q3 2015 was Dodge & Cox, an estimated $433M sold.
Based on aggregated 13F filings for Q3 2015.