UnitedHealth
UNH
878 hedge funds and large institutions have $63.4B invested in UnitedHealth in 2013 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 279 increasing their positions, 382 reducing their positions, and 68 closing their positions.
49% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 68
46% more call options, than puts
Call options by funds: $530M | Put options by funds: $362M
10% more capital invested
Capital invested by funds: $57.7B → $63.4B (+$5.69B)
3% more funds holding
Funds holding: 853 → 878 (+25)
3% more funds holding in top 10
Funds holding in top 10: 38 → 39 (+1)
0.71% more ownership
Funds ownership: 86.34% → 87.04% (+0.71%)
27% less repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 382
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$546M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$366M |
| 3 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$178M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$165M |
| 5 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$266M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$200M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$129M |
| 4 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
-$115M |
| 5 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
-$115M |
UNH Hedge Fund Activity: Q3 2013 in Review
878 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q3 2013, worth a combined $63.4B — up 9.9% from $57.7B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new UNH positions and 68 closed out — a net gain of 33 holders — while 279 added to existing stakes and 382 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $546M. The largest seller was Winslow Capital Management, cutting an estimated $266M.
- 878 institutional investors held UnitedHealth (UNH) as of Q3 2013, up from 853 in Q2 2013.
- Funds reported $63.4B of UnitedHealth stock for Q3 2013, up 9.9% quarter-over-quarter.
- 101 funds opened new UnitedHealth positions in Q3 2013 and 68 closed out, a net change of +33 holders.
- The largest UnitedHealth buyer in Q3 2013 was OppenheimerFunds, an estimated $546M added.
- The largest UnitedHealth seller in Q3 2013 was Winslow Capital Management, an estimated $266M sold.
Based on aggregated 13F filings for Q3 2013.