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UnitedHealth

946 hedge funds and large institutions have $65.6B invested in UnitedHealth in 2013 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 341 increasing their positions, 364 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 51

8% more funds holding

Funds holding: 878946 (+68)

4% more capital invested

Capital invested by funds: $63B → $65.6B (+$2.61B)

0.01% less ownership

Funds ownership: 86.35%86.33% (-0.01%)

6% less repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 364

18% less funds holding in top 10

Funds holding in top 10: 3932 (-7)

27% less call options, than puts

Call options by funds: $461M | Put options by funds: $627M

Holders
946
Holders Change
+68
Holders Change %
+7.74%
% of All Funds
27.46%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.93%
New
125
Increased
341
Reduced
364
Closed
51
Calls
$461M
Puts
$627M
Net Calls
-$166M
Net Calls Change
-$334M
Name Holding Trade Value Shares
Change
Change in
Stake
TG
176
TCW Group
California
$37.5M -$305K -4,250 -0.8%
CGT
177
Capital Guardian Trust
California
$37.5M -$733K -10,197 -2%
PP
178
Prudential plc
United Kingdom
$36.6M +$6.49M +90,358 +23%
BGIM
179
Brandywine Global Investment Management
Pennsylvania
$36.5M -$48.6M -676,008 -58%
First Trust Advisors
180
First Trust Advisors
Illinois
$36.1M +$5.08M +70,690 +17%
CCMH
181
Cornerstone Capital Management Holdings
New York
$36M +$14M +194,371 +69%
BM
182
Bridger Management
New York
$35.8M -$8.98M -125,000 -21%
First Manhattan
183
First Manhattan
New York
$35.3M -$435K -6,052 -1%
TPSF
184
Texas Permanent School Fund
Texas
$35.1M -$2.85M -39,680 -8%
Aviva
185
Aviva
United Kingdom
$34.9M -$7.42M -103,336 -18%
RCM
186
Riverhead Capital Management
Delaware
$34.7M +$158K +2,195 +0.5%
AR
187
Advisory Research
Illinois
$32.9M +$4.18M +58,169 +15%
DekaBank Deutsche Girozentrale
188
DekaBank Deutsche Girozentrale
Germany
$32.5M -$634K -8,824 -2%
SG Americas Securities
189
SG Americas Securities
New York
$31.9M -$13.1M -182,294 -30%
EARNEST Partners
190
EARNEST Partners
Georgia
$31.8M +$30.3M +422,240 New
ERSOT
191
Employees Retirement System of Texas
Texas
$31.7M -$8.26M -115,000 -21%
Korea Investment Corp
192
Korea Investment Corp
South Korea
$31.4M -$28.7K -400 -0.1%
IRF
193
IBM Retirement Fund
New York
$30.7M -$1.04M -14,542 -3%
RJA
194
Raymond James & Associates
Florida
$30.6M +$1.01M +14,113 +4%
IAM
195
Impax Asset Management
New Hampshire
$30.4M -$4.67M -65,000 -14%
WCM
196
Winton Capital Management
United Kingdom
$28.9M +$20.5M +285,847 +290%
Comerica Bank
197
Comerica Bank
Texas
$28.9M -$8.79M -122,336 -24%
GI
198
GAMCO Investors
Connecticut
$28.5M -$313K -4,353 -1%
Public Sector Pension Investment Board (PSP Investments)
199
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$28.2M +$2.55M +35,500 +10%
EWM
200
Evercore Wealth Management
New York
$28.1M +$3.33M +46,403 +14%