UnitedHealth
UNH
1,110 hedge funds and large institutions have $86B invested in UnitedHealth in 2014 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 353 increasing their positions, 424 reducing their positions, and 45 closing their positions.
329% more first-time investments, than exits
New positions opened: 193 | Existing positions closed: 45
42% more funds holding in top 10
Funds holding in top 10: 50 → 71 (+21)
16% more capital invested
Capital invested by funds: $74B → $86B (+$12B)
14% more funds holding
Funds holding: 974 → 1,110 (+136)
0.29% more ownership
Funds ownership: 88.33% → 88.63% (+0.29%)
17% less repeat investments, than reductions
Existing positions increased: 353 | Existing positions reduced: 424
33% less call options, than puts
Call options by funds: $417M | Put options by funds: $625M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$240M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$142M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$127M |
| 4 |
JIM
Jensen Investment Management
Lake Oswego,
Oregon
|
+$127M |
| 5 |
State Street
Boston,
Massachusetts
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$456M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$367M |
| 3 |
Lazard Asset Management
New York
|
-$293M |
| 4 |
JP Morgan Chase
New York
|
-$269M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$172M |
UNH Hedge Fund Activity: Q4 2014 in Review
1,110 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q4 2014, worth a combined $86B — up 16% from $74B a quarter earlier.
Buyers outnumbered sellers: 193 funds opened new UNH positions and 45 closed out — a net gain of 148 holders — while 353 added to existing stakes and 424 trimmed.
The largest buyer was Marsico Capital Management, opening a new position worth an estimated $240M. The largest seller was T. Rowe Price Associates, cutting an estimated $456M.
- 1,110 institutional investors held UnitedHealth (UNH) as of Q4 2014, up from 974 in Q3 2014.
- Funds reported $86B of UnitedHealth stock for Q4 2014, up 16% quarter-over-quarter.
- 193 funds opened new UnitedHealth positions in Q4 2014 and 45 closed out, a net change of +148 holders.
- The largest UnitedHealth buyer in Q4 2014 was Marsico Capital Management, an estimated $240M added.
- The largest UnitedHealth seller in Q4 2014 was T. Rowe Price Associates, an estimated $456M sold.
Based on aggregated 13F filings for Q4 2014.