UnitedHealth
UNH
1,201 hedge funds and large institutions have $102B invested in UnitedHealth in 2015 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 449 increasing their positions, 475 reducing their positions, and 57 closing their positions.
89% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 57
3% more funds holding
Funds holding: 1,164 → 1,201 (+37)
3% more capital invested
Capital invested by funds: $98.9B → $102B (+$2.87B)
0.05% less ownership
Funds ownership: 87.65% → 87.6% (-0.05%)
5% less repeat investments, than reductions
Existing positions increased: 449 | Existing positions reduced: 475
2% less funds holding in top 10
Funds holding in top 10: 104 → 102 (-2)
15% less call options, than puts
Call options by funds: $597M | Put options by funds: $701M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$392M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$378M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$239M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$192M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$172M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$367M |
| 2 |
State Street
Boston,
Massachusetts
|
-$269M |
| 3 |
Eagle Capital Management (New York)
New York
|
-$259M |
| 4 |
Bank of New York Mellon
New York
|
-$216M |
| 5 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$215M |
UNH Hedge Fund Activity: Q2 2015 in Review
1,201 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2015, worth a combined $102B — up 2.9% from $98.9B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new UNH positions and 57 closed out — a net gain of 51 holders — while 449 added to existing stakes and 475 trimmed.
The largest buyer was Prudential plc, adding an estimated $392M. The largest seller was Fiduciary Management Inc, cutting an estimated $367M.
- 1,201 institutional investors held UnitedHealth (UNH) as of Q2 2015, up from 1,164 in Q1 2015.
- Funds reported $102B of UnitedHealth stock for Q2 2015, up 2.9% quarter-over-quarter.
- 108 funds opened new UnitedHealth positions in Q2 2015 and 57 closed out, a net change of +51 holders.
- The largest UnitedHealth buyer in Q2 2015 was Prudential plc, an estimated $392M added.
- The largest UnitedHealth seller in Q2 2015 was Fiduciary Management Inc, an estimated $367M sold.
Based on aggregated 13F filings for Q2 2015.