UnitedHealth
UNH
954 hedge funds and large institutions have $72.9B invested in UnitedHealth in 2014 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 342 increasing their positions, 395 reducing their positions, and 63 closing their positions.
76% more call options, than puts
Call options by funds: $447M | Put options by funds: $254M
50% more funds holding in top 10
Funds holding in top 10: 32 → 48 (+16)
33% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 63
11% more capital invested
Capital invested by funds: $65.6B → $72.9B (+$7.24B)
2.63% more ownership
Funds ownership: 86.33% → 88.96% (+2.6%)
1% more funds holding
Funds holding: 946 → 954 (+8)
13% less repeat investments, than reductions
Existing positions increased: 342 | Existing positions reduced: 395
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
+$437M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$424M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$382M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$363M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$273M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$767M |
| 2 |
JP Morgan Chase
New York
|
-$357M |
| 3 |
State Street
Boston,
Massachusetts
|
-$166M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$164M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$164M |
UNH Hedge Fund Activity: Q1 2014 in Review
954 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2014, worth a combined $72.9B — up 11% from $65.6B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new UNH positions and 63 closed out — a net gain of 21 holders — while 342 added to existing stakes and 395 trimmed.
The largest buyer was Longview Partners, opening a new position worth an estimated $437M. The largest seller was Capital Research Global Investors, cutting an estimated $767M.
- 954 institutional investors held UnitedHealth (UNH) as of Q1 2014, up from 946 in Q4 2013.
- Funds reported $72.9B of UnitedHealth stock for Q1 2014, up 11% quarter-over-quarter.
- 84 funds opened new UnitedHealth positions in Q1 2014 and 63 closed out, a net change of +21 holders.
- The largest UnitedHealth buyer in Q1 2014 was Longview Partners, an estimated $437M added.
- The largest UnitedHealth seller in Q1 2014 was Capital Research Global Investors, an estimated $767M sold.
Based on aggregated 13F filings for Q1 2014.