UnitedHealth
UNH
963 hedge funds and large institutions have $71.8B invested in UnitedHealth in 2014 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 343 increasing their positions, 406 reducing their positions, and 49 closing their positions.
33% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 49
24% more call options, than puts
Call options by funds: $412M | Put options by funds: $333M
1% more funds holding
Funds holding: 955 → 963 (+8)
0.65% more ownership
Funds ownership: 88.96% → 89.61% (+0.65%)
1% less capital invested
Capital invested by funds: $72.2B → $71.8B (-$427M)
15% less funds holding in top 10
Funds holding in top 10: 48 → 41 (-7)
16% less repeat investments, than reductions
Existing positions increased: 343 | Existing positions reduced: 406
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$633M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$272M |
| 3 |
IC
Institutional Capital
Chicago,
Illinois
|
+$248M |
| 4 |
JP Morgan Chase
New York
|
+$240M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$217M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$419M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$278M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$175M |
| 4 |
O
OppenheimerFunds
New York
|
-$173M |
| 5 |
GCM
Glenview Capital Management
New York
|
-$139M |
UNH Hedge Fund Activity: Q2 2014 in Review
963 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2014, worth a combined $71.8B — down 0.59% from $72.2B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new UNH positions and 49 closed out — a net gain of 16 holders — while 343 added to existing stakes and 406 trimmed.
The largest buyer was Norges Bank, adding an estimated $633M. The largest seller was T. Rowe Price Associates, cutting an estimated $419M.
- 963 institutional investors held UnitedHealth (UNH) as of Q2 2014, up from 955 in Q1 2014.
- Funds reported $71.8B of UnitedHealth stock for Q2 2014, down 0.59% quarter-over-quarter.
- 65 funds opened new UnitedHealth positions in Q2 2014 and 49 closed out, a net change of +16 holders.
- The largest UnitedHealth buyer in Q2 2014 was Norges Bank, an estimated $633M added.
- The largest UnitedHealth seller in Q2 2014 was T. Rowe Price Associates, an estimated $419M sold.
Based on aggregated 13F filings for Q2 2014.