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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 %
RJFSA
426
Raymond James Financial Services Advisors
Florida
$3.85M +$180K +2,386 +5%
TSW
427
Thompson Siegel & Walmsley
Virginia
$3.85M -$3.18M -42,216 -45%
CAM
428
Cubic Asset Management
Massachusetts
$3.8M +$94.9K +1,260 +3%
VC
429
Vestor Capital
Illinois
$3.78M – – –
AIA
430
Alerus Investment Advisors
Minnesota
$3.71M -$1M -13,326 -21%
1IA
431
1834 Investment Advisors
Wisconsin
$3.66M -$227K -3,019 -6%
NFG
432
NewFocus Financial Group
Washington
$3.65M +$3.65M +48,412 New
CC
433
Cognios Capital
Kansas
$3.62M +$3.62M +48,133 New
SF
434
Synovus Financial
Georgia
$3.55M +$67.2K +892 +2%
PP
435
Paloma Partners
Connecticut
$3.55M -$2.23M -29,674 -39%
CA
436
Callahan Advisors
Texas
$3.44M +$434K +5,766 +14%
YIA
437
YHB Investment Advisors
Connecticut
$3.43M +$60.2K +800 +2%
RPAM
438
Rhenman & Partners Asset Management
Sweden
$3.31M +$3.31M +44,000 New
ACI
439
Alpha Cubed Investments
California
$3.31M +$3.31M +43,944 New
CCM
440
Crossvault Capital Management
Texas
$3.31M +$3.31M +43,920 New
SIC
441
Sigma Investment Counselors
Michigan
$3.3M -$4.67K -62 -0.1%
CI
442
Conning Inc
Connecticut
$3.2M +$393K +5,220 +14%
ACP
443
Ashfield Capital Partners
California
$3.19M -$43.1K -573 -1%
Millennium Management
444
Millennium Management
New York
$3.17M -$20.3M -270,185 -87%
ACM
445
Ativo Capital Management
Illinois
$3.1M -$64.4K -855 -2%
UAS
446
United Asset Strategies
New York
$3.1M +$27.3K +362 +0.9%
DCM
447
Delta Capital Management
New Jersey
$3.05M -$15.1K -200 -0.5%
OIMU
448
Orbis Investment Management (US)
California
$3.05M +$3.05M +40,495 New
PFP
449
Pinnacle Financial Partners
Tennessee
$3.03M -$372K -4,944 -11%
BIM
450
Bridgecreek Investment Management
Oklahoma
$3.03M +$570K +7,576 +23%
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