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UnitedHealth
UNH

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: 49 → 70 (+21)

16% more capital invested

Capital invested by funds: $74.2B → $86.1B (+$11.9B)

14% more funds holding

Funds holding: 972 → 1,108 (+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

Top Buyers

1
MCM
Marsico Capital Management
Colorado
+$240M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$142M
3
Ameriprise
Ameriprise
Minnesota
+$127M
4
JIM
Jensen Investment Management
Oregon
+$127M
5
State Street
State Street
Massachusetts
+$118M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$456M
2
Invesco
Invesco
Georgia
-$367M
3
Lazard Asset Management
Lazard Asset Management
New York
-$293M
4
JP Morgan Chase
JP Morgan Chase
New York
-$269M
5
DSA
Davis Selected Advisers
Arizona
-$172M
Name Holding Trade Value Shares
Change 		Change in
Stake
Axa
101
Axa
France
$114M -$3.47M -36,592 -3%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$113M +$449K +4,736 +0.4%
GC
103
Guggenheim Capital
Illinois
$113M +$2.7M +28,510 +3%
IG
104
ING Group
Netherlands
$108M +$17.6M +185,919 +21%
PTC
105
Provident Trust Company
Wisconsin
$108M +$9.53M +100,540 +10%
Stifel Financial
106
Stifel Financial
Missouri
$107M +$77.5M +817,432 +336%
PI
107
Putnam Investments
Massachusetts
$103M -$4.77M -50,345 -5%
LSV Asset Management
108
LSV Asset Management
Illinois
$102M -$279K -2,940 -0.3%
VNIM
109
Vaughan Nelson Investment Management
Texas
$101M -$3.03M -31,985 -3%
SDIC
110
South Dakota Investment Council
South Dakota
$99.8M -$4.13M -43,590 -4%
PP
111
Prudential plc
United Kingdom
$98.5M -$8.01M -84,564 -8%
FI
112
Focused Investors
California
$97.9M -$5.81M -61,300 -6%
USSCPF
113
United States Steel & Carnegie Pension Fund
New York
$95.9M – – –
CA
114
Commerzbank Aktiengesellschaft
Germany
$92.9M -$15.7M -165,574 -15%
IGIM
115
I.G. Investment Management
Manitoba, Canada
$92.8M +$85.3K +900 +0.1%
N
116
Nuveen
North Carolina
$91.3M +$8.35M +88,089 +11%
Robeco Institutional Asset Management
117
Robeco Institutional Asset Management
Netherlands
$89.7M -$39.6M -417,451 -32%
US Bancorp
118
US Bancorp
Minnesota
$89.7M +$2.25M +23,760 +3%
MIP
119
Mondrian Investment Partners
United Kingdom
$89.1M -$7.63M -80,494 -8%
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$87.5M -$4.71M -49,735 -5%
BGIM
121
Brandywine Global Investment Management
Pennsylvania
$86.7M +$14.9M +156,956 +22%
Massachusetts Financial Services
122
Massachusetts Financial Services
Massachusetts
$86.6M +$5.25M +55,424 +7%
CB
123
Cooke & Bieler
Pennsylvania
$85.3M +$2.91M +30,744 +4%
SCM
124
Sterling Capital Management
North Carolina
$84M +$36.8M +388,405 +88%
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$83.8M +$3.31M +34,884 +4%
3 4
5
6 7

UNH Hedge Fund Activity: Q4 2014 in Review

1,108 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q4 2014, worth a combined $86.1B — up 16% from $74.2B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new UNH positions and 45 closed out — a net gain of 148 holders — while 351 added to existing stakes and 424 trimmed.

The largest buyer was Marsico Capital Management, opening a new position worth an estimated $240M. The largest seller was T. Rowe Price Associates, cutting an estimated $456M.

  • 1,108 institutional investors held UnitedHealth (UNH) as of Q4 2014, up from 972 in Q3 2014.
  • Funds reported $86.1B of UnitedHealth stock for Q4 2014, up 16% quarter-over-quarter.
  • 193 funds opened new UnitedHealth positions in Q4 2014 and 45 closed out, a net change of +148 holders.
  • The largest UnitedHealth buyer in Q4 2014 was Marsico Capital Management, an estimated $240M added.
  • The largest UnitedHealth seller in Q4 2014 was T. Rowe Price Associates, an estimated $456M sold.

Based on aggregated 13F filings for Q4 2014.