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UnitedHealth

972 hedge funds and large institutions have $74.2B invested in UnitedHealth in 2014 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 313 increasing their positions, 432 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

23% more funds holding in top 10

Funds holding in top 10: 4049 (+9)

1% more funds holding

Funds holding: 961972 (+11)

3% more capital invested

Capital invested by funds: $72.3B → $74.2B (+$1.94B)

1.27% less ownership

Funds ownership: 89.55%88.28% (-1.3%)

18% less call options, than puts

Call options by funds: $414M | Put options by funds: $502M

28% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 432

Holders
972
Holders Change
+11
Holders Change %
+1.14%
% of All Funds
28.21%
Holding in Top 10
49
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+22.5%
% of All Funds
1.42%
New
68
Increased
313
Reduced
432
Closed
47
Calls
$414M
Puts
$502M
Net Calls
-$88.5M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Commerzbank Aktiengesellschaft
Germany
$93.5M +$33.9M +400,975 +59%
BJ
102
BlackRock Japan
Japan
$91.9M +$5.65M +66,905 +7%
PI
103
Putnam Investments
Massachusetts
$91.9M -$36.6M -433,603 -29%
PP
104
Prudential plc
United Kingdom
$91.3M +$47.7M +564,123 +114%
VNIM
105
Vaughan Nelson Investment Management
Texas
$89.1M +$658K +7,781 +0.8%
SDIC
106
South Dakota Investment Council
South Dakota
$88.9M +$87.1M +1,030,504 New
FI
107
Focused Investors
California
$88.8M -$575K -6,800 -0.7%
LSV Asset Management
108
LSV Asset Management
Illinois
$86.9M +$5.85M +69,200 +7%
AAM
109
Aberdeen Asset Management
United Kingdom
$86M -$10.6M -125,666 -11%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$85.4M +$44.4M +525,802 +113%
Citigroup
111
Citigroup
New York
$83.7M -$5.3M -62,679 -6%
PTC
112
Provident Trust Company
Wisconsin
$83.2M +$25M +296,400 +44%
MIP
113
Mondrian Investment Partners
United Kingdom
$83M -$659K -7,800 -0.8%
USSCPF
114
United States Steel & Carnegie Pension Fund
New York
$81.8M
IGIM
115
I.G. Investment Management
Manitoba, Canada
$79.1M -$300K -3,550 -0.4%
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$78.9M +$2.96M +34,995 +4%
IG
117
ING Group
Netherlands
$76.5M -$2.1M -24,869 -3%
ELC
118
Edgar Lomax Company
Virginia
$76M +$1.73M +20,460 +2%
TCM
119
Tetrem Capital Management
Manitoba, Canada
$75.7M +$5.06M +59,915 +7%
GIA
120
Gateway Investment Advisers
Ohio
$74.8M -$4.75M -56,254 -6%
US Bancorp
121
US Bancorp
Minnesota
$74.5M -$540K -6,395 -0.7%
AQR Capital Management
122
AQR Capital Management
Connecticut
$73.4M -$36.1M -427,696 -33%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$71.3M -$171K -2,025 -0.2%
N
124
Nuveen
North Carolina
$70.3M +$1.01M +11,934 +1%
CB
125
Cooke & Bieler
Pennsylvania
$70.1M -$461K -5,452 -0.7%