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UnitedHealth

961 hedge funds and large institutions have $72.3B invested in UnitedHealth in 2014 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 406 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 49

23% more call options, than puts

Call options by funds: $409M | Put options by funds: $331M

1% more funds holding

Funds holding: 954961 (+7)

0.59% more ownership

Funds ownership: 88.96%89.55% (+0.59%)

1% less capital invested

Capital invested by funds: $72.9B → $72.3B (-$601M)

16% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 406

17% less funds holding in top 10

Funds holding in top 10: 4840 (-8)

Holders
961
Holders Change
+7
Holders Change %
+0.73%
% of All Funds
27.62%
Holding in Top 10
40
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16.67%
% of All Funds
1.15%
New
64
Increased
343
Reduced
406
Closed
49
Calls
$409M
Puts
$331M
Net Calls
+$77.4M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$91.8M +$504K +6,409 +0.6%
AAM
102
Aberdeen Asset Management
United Kingdom
$91.8M +$80M +1,016,295 +955%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$89.5M -$2.62M -33,253 -3%
SCM
104
Sterling Capital Management
North Carolina
$89.5M -$600K -7,627 -0.7%
GC
105
Guggenheim Capital
Illinois
$87.3M +$25.5M +324,312 +44%
FI
106
Focused Investors
California
$84.8M -$417K -5,300 -0.5%
Citigroup
107
Citigroup
New York
$84.5M -$7.01M -89,037 -8%
VNIM
108
Vaughan Nelson Investment Management
Texas
$83.8M +$1.05M +13,300 +1%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.1M +$1.42M +18,051 +2%
BJ
110
BlackRock Japan
Japan
$81.7M -$9.93M -126,209 -11%
MIP
111
Mondrian Investment Partners
United Kingdom
$79.3M -$1.26M -16,000 -2%
USSCPF
112
United States Steel & Carnegie Pension Fund
New York
$77.5M
LSV Asset Management
113
LSV Asset Management
Illinois
$76.7M +$910K +11,570 +1%
Barclays
114
Barclays
United Kingdom
$76.5M -$19.2M -243,717 -21%
GIA
115
Gateway Investment Advisers
Ohio
$75.5M -$1.31M -16,695 -2%
IGIM
116
I.G. Investment Management
Manitoba, Canada
$75.3M -$386K -4,900 -0.5%
IG
117
ING Group
Netherlands
$74.5M +$1.98M +25,127 +3%
Retirement Systems of Alabama
118
Retirement Systems of Alabama
Alabama
$73.9M -$1.45M -18,468 -2%
Public Employees Retirement Association of Colorado
119
Public Employees Retirement Association of Colorado
Colorado
$72M +$5.07M +64,470 +8%
TCM
120
Tetrem Capital Management
Manitoba, Canada
$71.3M +$12.9M +164,294 +25%
US Bancorp
121
US Bancorp
Minnesota
$71.1M -$1.59M -20,178 -2%
ELC
122
Edgar Lomax Company
Virginia
$70.4M +$136K +1,725 +0.2%
Arrowstreet Capital
123
Arrowstreet Capital
Massachusetts
$68.6M +$19M +240,939 +40%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$67.7M +$122K +1,550 +0.2%
Lord, Abbett & Co
125
Lord, Abbett & Co
New Jersey
$67.7M -$89.1M -1,131,985 -58%