UnitedHealth
UNH
1,162 hedge funds and large institutions have $99B invested in UnitedHealth in 2015 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 401 increasing their positions, 472 reducing their positions, and 63 closing their positions.
106% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 63
47% more funds holding in top 10
Funds holding in top 10: 70 → 103 (+33)
15% more capital invested
Capital invested by funds: $86.1B → $99B (+$12.9B)
5% more funds holding
Funds holding: 1,108 → 1,162 (+54)
0.97% less ownership
Funds ownership: 88.55% → 87.58% (-0.97%)
6% less call options, than puts
Call options by funds: $526M | Put options by funds: $560M
15% less repeat investments, than reductions
Existing positions increased: 401 | Existing positions reduced: 472
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$461M |
| 2 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$224M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$209M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$197M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$143M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
-$495M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$348M |
| 3 |
JP Morgan Chase
New York
|
-$333M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$281M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$235M |
UNH Hedge Fund Activity: Q1 2015 in Review
1,162 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q1 2015, worth a combined $99B — up 15% from $86.1B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new UNH positions and 63 closed out — a net gain of 67 holders — while 401 added to existing stakes and 472 trimmed.
The largest buyer was BlackRock Advisors, adding an estimated $461M. The largest seller was Institutional Capital, exiting entirely with an estimated $495M sold.
- 1,162 institutional investors held UnitedHealth (UNH) as of Q1 2015, up from 1,108 in Q4 2014.
- Funds reported $99B of UnitedHealth stock for Q1 2015, up 15% quarter-over-quarter.
- 130 funds opened new UnitedHealth positions in Q1 2015 and 63 closed out, a net change of +67 holders.
- The largest UnitedHealth buyer in Q1 2015 was BlackRock Advisors, an estimated $461M added.
- The largest UnitedHealth seller in Q1 2015 was Institutional Capital, an estimated $495M sold.
Based on aggregated 13F filings for Q1 2015.