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UnitedHealth
UNH

Overview Fund Activity

961 hedge funds and large institutions have $72.3B invested in UnitedHealth in 2014 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 406 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+7
Holders Change %
+0.73%
% of All Funds
27.64%
Holding in Top 10
40
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16.67%
% of All Funds
1.15%
New
64
Increased
343
Reduced
406
Closed
49
Calls
$409M
Puts
$331M
Net Calls
+$77.4M
Net Calls Change
-$116M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$658M
2
Dodge & Cox
Dodge & Cox
California
+$283M
3
IC
Institutional Capital
Illinois
+$258M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$249M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$225M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$435M
2
PI
Putnam Investments
Massachusetts
-$289M
3
IIS
Ignis Investment Services
United Kingdom
-$228M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$182M
5
O
OppenheimerFunds
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$5.4M -$74.3K -909 -1%
WTB
377
Washington Trust Bank
Washington
$5.4M -$95.2K -1,165 -2%
TTWM
378
TCV Trust & Wealth Management
Virginia
$5.33M +$32.6K +399 +0.6%
HS
379
HighVista Strategies
Massachusetts
$5.29M -$252K -3,085 -5%
RFC
380
Regions Financial Corp
Alabama
$5.28M -$400K -4,894 -7%
JPMPWA
381
J.P. Morgan Private Wealth Advisors
California
$5.19M +$454K +5,554 +10%
BII
382
Bainco International Investors
Massachusetts
$5.15M -$640K -7,830 -11%
V
383
Veritable
Delaware
$5.11M -$320K -3,919 -6%
LBC
384
Lowe Brockenbrough & Co
Virginia
$5.09M -$99.3K -1,215 -2%
EAM
385
EULAV Asset Management
Florida
$5.07M – – –
ACM
386
Azimuth Capital Management
Michigan
$5.04M +$197K +2,410 +4%
GLRA
387
Gerald L. Ray & Associates
Texas
$5.02M – – –
TCM
388
Twin Capital Management
Pennsylvania
$5.01M +$1.57M +19,190 +46%
DY
389
Dowling & Yahnke
California
$4.92M -$108K -1,316 -2%
AT
390
Arden Trust
Delaware
$4.89M -$303K -3,712 -6%
WT
391
Whittier Trust
California
$4.87M +$49.9K +610 +1%
LMGAM
392
Liberty Mutual Group Asset Management
Massachusetts
$4.67M -$10.5K -129 -0.2%
PA
393
Profund Advisors
Maryland
$4.65M -$788K -9,642 -14%
GC
394
Grimes & Company
Massachusetts
$4.65M +$54.2K +663 +1%
BMCMI
395
Bryn Mawr Capital Management Inc
Pennsylvania
$4.62M +$4.62M +56,520 New
BCM
396
BBT Capital Management
Texas
$4.61M +$4.61M +56,371 New
RJT
397
Raymond James Trust
Florida
$4.59M -$33.8K -413 -0.7%
MPM
398
Meritage Portfolio Management
Kansas
$4.59M +$70.3K +860 +2%
RJFSA
399
Raymond James Financial Services Advisors
Florida
$4.52M +$19.1K +234 +0.4%
FCM
400
Forester Capital Management
Illinois
$4.5M -$739K -9,040 -14%
14 15
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