UnitedHealth
UNH
947 hedge funds and large institutions have $65.5B invested in UnitedHealth in 2013 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 341 increasing their positions, 364 reducing their positions, and 51 closing their positions.
147% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 51
8% more funds holding
Funds holding: 878 → 947 (+69)
3% more capital invested
Capital invested by funds: $63.4B → $65.5B (+$2.09B)
0.71% less ownership
Funds ownership: 87.04% → 86.33% (-0.71%)
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: 39 → 32 (-7)
27% less call options, than puts
Call options by funds: $461M | Put options by funds: $627M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$368M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$325M |
| 3 |
JP Morgan Chase
New York
|
+$291M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$264M |
| 5 |
ClearBridge Investments
New York
|
+$204M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$682M |
| 2 |
O
OppenheimerFunds
New York
|
-$466M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$300M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$217M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$201M |
UNH Hedge Fund Activity: Q4 2013 in Review
947 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q4 2013, worth a combined $65.5B — up 3.3% from $63.4B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new UNH positions and 51 closed out — a net gain of 75 holders — while 341 added to existing stakes and 364 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $368M. The largest seller was Jennison Associates, cutting an estimated $682M.
- 947 institutional investors held UnitedHealth (UNH) as of Q4 2013, up from 878 in Q3 2013.
- Funds reported $65.5B of UnitedHealth stock for Q4 2013, up 3.3% quarter-over-quarter.
- 126 funds opened new UnitedHealth positions in Q4 2013 and 51 closed out, a net change of +75 holders.
- The largest UnitedHealth buyer in Q4 2013 was Dodge & Cox, an estimated $368M added.
- The largest UnitedHealth seller in Q4 2013 was Jennison Associates, an estimated $682M sold.
Based on aggregated 13F filings for Q4 2013.