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UnitedHealth
UNH

Overview Fund Activity

1,161 hedge funds and large institutions have $99B invested in UnitedHealth in 2015 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 401 increasing their positions, 472 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+53
Holders Change %
+4.78%
% of All Funds
30.97%
Holding in Top 10
103
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+47.14%
% of All Funds
2.75%
New
129
Increased
401
Reduced
472
Closed
63
Calls
$526M
Puts
$560M
Net Calls
-$33.9M
Net Calls Change
+$174M

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$491M
2
BIM
BlackRock Investment Management
Delaware
+$239M
3
Capital World Investors
Capital World Investors
California
+$222M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$153M

Top Sellers

1
IC
Institutional Capital
Illinois
-$495M
2
DSA
Davis Selected Advisers
Arizona
-$371M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$355M
4
Invesco
Invesco
Georgia
-$300M
5
Harris Associates
Harris Associates
Illinois
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
426
Raymond James Financial Services Advisors
Florida
$6.45M -$2.72K -23 -0%
MPM
427
Meritage Portfolio Management
Kansas
$6.43M +$14.2K +120 +0.2%
BIM
428
Bridgecreek Investment Management
Oklahoma
$6.39M +$294K +2,486 +5%
NG
429
NatWest Group
United Kingdom
$6.33M +$5.86M +49,543 +1,262%
GT
430
Glenmede Trust
Pennsylvania
$6.3M -$2.17M -18,332 -26%
TBA
431
Train Babcock Advisors
New York
$6.28M -$111K -935 -2%
LMGAM
432
Liberty Mutual Group Asset Management
Massachusetts
$6.21M -$262K -2,214 -4%
FP
433
Foundry Partners
Minnesota
$6.18M -$2.68M -22,615 -30%
GF
434
Goodman Financial
Texas
$6.09M +$175K +1,476 +3%
CPIM
435
Columbia Partners Investment Management
Virginia
$6.06M +$913K +7,722 +18%
ECM
436
Estabrook Capital Management
New York
$6.04M +$1.43M +12,069 +31%
FSA
437
Financial Sense Advisors
California
$5.97M -$344K -2,911 -5%
HAI
438
Hennessy Advisors Inc
California
$5.95M +$2.48M +21,000 +72%
Northwestern Mutual Wealth Management
439
Northwestern Mutual Wealth Management
Wisconsin
$5.94M -$2.06M -17,375 -26%
CGI
440
CI Global Investments
California
$5.92M -$1.54M -13,000 -21%
SFWA
441
Summit Financial Wealth Advisors
Louisiana
$5.91M -$313K -2,705 -5%
NLI
442
Nippon Life Insurance
Japan
$5.86M -$55.5K -469 -0.9%
GC
443
GW Capital
Washington
$5.85M +$12.4K +105 +0.2%
WHG
444
Westwood Holdings Group
Texas
$5.79M – – –
FAT
445
First American Trust
California
$5.71M +$42.9K +363 +0.8%
GC
446
Grimes & Company
Massachusetts
$5.69M -$608K -5,143 -10%
PC
447
Passport Capital
California
$5.68M +$1M +8,455 +21%
YIA
448
YHB Investment Advisors
Connecticut
$5.63M -$139K -1,175 -2%
JG
449
Jefferies Group
New York
$5.56M +$3.43M +28,971 +161%
GL
450
GLG LLC
New York
$5.5M +$1.34M +11,325 +32%
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