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UnitedHealth
UNH

Overview Fund Activity

946 hedge funds and large institutions have $65.6B invested in UnitedHealth in 2013 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 341 increasing their positions, 364 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
+68
Holders Change %
+7.74%
% of All Funds
27.48%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.93%
New
125
Increased
341
Reduced
364
Closed
51
Calls
$461M
Puts
$627M
Net Calls
-$166M
Net Calls Change
-$334M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$386M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$341M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$305M
4
FMI
Fiduciary Management Inc
Wisconsin
+$277M
5
ClearBridge Investments
ClearBridge Investments
New York
+$214M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$714M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$300M
3
Boston Partners
Boston Partners
Massachusetts
-$228M
4
WRF
Waddell & Reed Financial
Kansas
-$210M
5
Ameriprise
Ameriprise
Minnesota
-$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
301
Lingohr Asset Management
Germany
$9.52M -$1.3M -17,200 -12%
MME
302
Meag Munich Ergo
Germany
$9.49M -$3.68M -49,265 -28%
FIB
303
First Interstate Bank
Montana
$9.36M +$136K +1,808 +1%
GBA
304
Garrison Bradford & Associates
New York
$9.33M -$155K -2,054 -2%
MFBTD
305
MB Financial Bank - Trust Department
Illinois
$9.32M +$41.6K +553 +0.4%
MOACM
306
Mutual of America Capital Management
New York
$9.16M -$623K -8,268 -6%
EIM
307
Emerson Investment Management
Massachusetts
$9.15M -$260K -3,456 -3%
ANI
308
American National Insurance
Texas
$8.92M – – –
PSUF
309
People's United Financial
Connecticut
$8.81M +$35.2K +467 +0.4%
CCP
310
Clough Capital Partners
Massachusetts
$8.79M -$3.67M -48,700 -29%
QIM
311
Quest Investment Management
Oregon
$8.78M -$963K -12,795 -10%
SB
312
Suntrust Banks
Georgia
$8.78M -$1.9M -25,235 -18%
CIC
313
Cornercap Investment Counsel
Georgia
$8.68M +$363K +4,815 +4%
OA
314
OFI Advisors
Pennsylvania
$8.67M +$898K +11,924 +12%
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$8.53M -$154K -2,049 -2%
CL
316
Croft-Leominster
Maryland
$8.52M -$12.7K -169 -0.1%
NB
317
Norinchukin Bank
Japan
$8.51M -$102K -1,351 -1%
MSU
318
Mizuho Securities USA
New York
$8.48M -$2.95M -39,125 -26%
ERIM
319
Eagle Ridge Investment Management
Connecticut
$8.42M -$228K -3,034 -3%
DnB Asset Management
320
DnB Asset Management
Norway
$8.31M +$6.45M +85,700 +348%
KeyBank National Association
321
KeyBank National Association
Ohio
$8.14M -$152K -2,018 -2%
DC
322
Deere & Company
Illinois
$8.1M +$1.99M +26,400 +33%
VRS
323
Virginia Retirement Systems
Virginia
$8.07M +$230K +3,049 +3%
AAMU
324
Amundi Asset Management US
Massachusetts
$8.05M -$9.27M -123,093 -54%
AAM
325
Aberdeen Asset Management
United Kingdom
$8M – – –
11 12
13
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