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UnitedHealth
UNH

Overview Fund Activity

954 hedge funds and large institutions have $72.9B invested in UnitedHealth in 2014 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 342 increasing their positions, 395 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
954
Holders Change
+8
Holders Change %
+0.85%
% of All Funds
27.57%
Holding in Top 10
48
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+50%
% of All Funds
1.39%
New
84
Increased
342
Reduced
395
Closed
63
Calls
$447M
Puts
$254M
Net Calls
+$193M
Net Calls Change
+$360M

Top Buyers

1
IIS
Ignis Investment Services
United Kingdom
+$491M
2
LP
Longview Partners
Guernsey
+$476M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$462M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$416M
5
FMI
Fiduciary Management Inc
Wisconsin
+$395M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$836M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$389M
3
State Street
State Street
Massachusetts
-$181M
4
UBS AM
UBS AM
Illinois
-$178M
5
Boston Partners
Boston Partners
Massachusetts
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
401
Lowe Brockenbrough & Co
Virginia
$5.21M -$153K -1,865 -3%
CPIM
402
Columbia Partners Investment Management
Virginia
$5.14M +$2.2M +26,824 +75%
EAM
403
EULAV Asset Management
Florida
$5.08M +$328K +4,000 +7%
DY
404
Dowling & Yahnke
California
$5.05M +$45.5K +555 +0.9%
GLRA
405
Gerald L. Ray & Associates
Texas
$5.03M -$24.6K -300 -0.5%
VFAM
406
Valley Forge Asset Management
Pennsylvania
$4.97M +$4.97M +60,593 New
PI
407
PineBridge Investments
New York
$4.96M +$342K +4,175 +7%
FSA
408
Financial Sense Advisors
California
$4.88M +$4.88M +59,544 New
ACM
409
Azimuth Capital Management
Michigan
$4.86M -$2.86M -34,888 -37%
WT
410
Whittier Trust
California
$4.83M +$37.1K +453 +0.8%
TBA
411
Train Babcock Advisors
New York
$4.79M -$73.4K -895 -2%
SIM
412
Sentry Investment Management
Wisconsin
$4.79M – – –
JPMPWA
413
J.P. Morgan Private Wealth Advisors
California
$4.75M +$2.76M +33,692 +139%
LMGAM
414
Liberty Mutual Group Asset Management
Massachusetts
$4.69M +$222K +2,703 +5%
WIM
415
Waverton Investment Management
United Kingdom
$4.67M +$4.67M +56,920 New
CPS
416
Counsel Portfolio Services
Ontario, Canada
$4.66M – – –
RJT
417
Raymond James Trust
Florida
$4.64M +$144K +1,753 +3%
GC
418
Grimes & Company
Massachusetts
$4.61M +$80.3K +979 +2%
MCM
419
MAI Capital Management
Ohio
$4.61M +$329K +4,016 +8%
MPM
420
Meritage Portfolio Management
Kansas
$4.53M +$98.8K +1,205 +2%
TI
421
Turner Investments
Pennsylvania
$4.53M +$4.53M +55,190 New
RJFSA
422
Raymond James Financial Services Advisors
Florida
$4.51M +$322K +3,922 +8%
RC
423
RBF Capital
California
$4.51M – – –
FCM
424
Frontier Capital Management
Massachusetts
$4.48M +$165K +2,012 +4%
AIM
425
AMI Investment Management
Indiana
$4.36M -$82 -1 -0%
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