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UnitedHealth
UNH

Overview Fund Activity

1,203 hedge funds and large institutions have $97.4B invested in UnitedHealth in 2015 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 482 increasing their positions, 451 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+5
Holders Change %
+0.42%
% of All Funds
33.62%
Holding in Top 10
99
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.98%
% of All Funds
2.77%
New
88
Increased
482
Reduced
451
Closed
74
Calls
$996M
Puts
$777M
Net Calls
+$219M
Net Calls Change
+$324M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$762M
2
Bank of America
Bank of America
North Carolina
+$476M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$390M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$291M
5
Citadel Advisors
Citadel Advisors
Florida
+$181M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$420M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$395M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$213M
4
ClearBridge Investments
ClearBridge Investments
New York
-$151M
5
DSA
Davis Selected Advisers
Arizona
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
451
Stanley Capital Management
Texas
$5.93M -$603K -5,200 -9%
CFG
452
Cambridge Financial Group
Ohio
$5.88M -$760K -6,548 -11%
CMBA
453
C.M. Bidwell & Associates
Hawaii
$5.87M +$187K +1,615 +3%
SFWA
454
Summit Financial Wealth Advisors
Louisiana
$5.84M -$35K -302 -0.6%
HAI
455
Hennessy Advisors Inc
California
$5.8M +$360K +3,100 +7%
William Blair & Company
456
William Blair & Company
Illinois
$5.8M +$1.87M +16,125 +48%
CCMG
457
Clark Capital Management Group
Pennsylvania
$5.79M +$5.21M +44,898 +899%
NCM
458
Nelson Capital Management
California
$5.78M +$220K +1,893 +4%
SLI
459
Sumitomo Life Insurance
Japan
$5.71M -$1.86K -16 -0%
Janney Montgomery Scott
460
Janney Montgomery Scott
Pennsylvania
$5.7M +$120K +1,034 +2%
SG Americas Securities
461
SG Americas Securities
New York
$5.69M +$4.13M +402,497 +264%
PCM
462
Palouse Capital Management
Washington
$5.64M +$1.2M +10,321 +27%
CPS
463
Counsel Portfolio Services
Ontario, Canada
$5.53M +$330K +2,841 +6%
GC
464
Grimes & Company
Massachusetts
$5.49M -$72.2K -622 -1%
AAM
465
Advisors Asset Management
Colorado
$5.48M +$3.58M +30,839 +188%
MCM
466
Matterhorn Capital Management
Texas
$5.48M -$4.2M -36,171 -43%
GIM
467
Groesbeck Investment Management
New Jersey
$5.44M -$283K -2,438 -5%
FAT
468
First American Trust
California
$5.41M +$15.3K +132 +0.3%
V
469
Veritable
Delaware
$5.35M -$30K -259 -0.6%
LSA
470
L & S Advisors
California
$5.25M -$1.61M -13,896 -24%
LTFS
471
Ladenburg Thalmann Financial Services
Florida
$5.22M -$628K -5,431 -11%
CC
472
Colrain Capital
Massachusetts
$5.21M -$626K -5,400 -11%
MIP
473
Marietta Investment Partners
Wisconsin
$5.17M -$81.2K -699 -2%
NLI
474
Nippon Life Insurance
Japan
$5.15M -$46.5K -401 -0.9%
PCA
475
Private Capital Advisors
Connecticut
$5.15M -$29.4K -253 -0.6%
17 18
19
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