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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.

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
1
Ignis Investment Services
United Kingdom
$491M
2
LP
2
Longview Partners
Guernsey
$476M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.66B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$3.41B
5
FMI
5
Fiduciary Management Inc
Wisconsin
$855M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.22B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.31B
3
State Street
3
State Street
Massachusetts
$3.71B
4
UBS AM
4
UBS AM
Illinois
$495M
5
Boston Partners
5
Boston Partners
Massachusetts
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$542M +$55.3M +674,852 +11%
BA
27
BlackRock Advisors
Delaware
$522M +$33.6M +409,925 +7%
UBS AM
28
UBS AM
Illinois
$495M -$178M -2,174,708 -26%
IIS
29
Ignis Investment Services
United Kingdom
$491M +$491M +601,532 New
AllianceBernstein
30
AllianceBernstein
Tennessee
$486M +$34.8M +424,215 +8%
LP
31
Longview Partners
Guernsey
$476M +$476M +5,810,030 New
Wells Fargo
32
Wells Fargo
California
$467M -$7.88M -96,104 -2%
O
33
OppenheimerFunds
New York
$465M -$162M -1,973,262 -26%
VAM
34
Veritas Asset Management
United Kingdom
$445M – – –
Lazard Asset Management
35
Lazard Asset Management
New York
$431M -$9.57M -116,771 -2%
Barrow, Hanley, Mewhinney & Strauss
36
Barrow, Hanley, Mewhinney & Strauss
Texas
$427M -$44.1M -537,266 -9%
TCIM
37
TIAA CREF Investment Management
New York
$426M -$52.2M -636,906 -11%
EIP
38
Epoch Investment Partners
New York
$425M +$172M +2,092,569 +68%
PI
39
Putnam Investments
Massachusetts
$413M -$15.1M -184,680 -4%
Morgan Stanley
40
Morgan Stanley
New York
$407M +$24.2M +294,638 +6%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$373M +$87.8M +1,070,912 +31%
Legal & General Group
42
Legal & General Group
United Kingdom
$364M -$16.6M -202,009 -4%
BTS
43
BB&T Securities
Virginia
$321M -$95.9K -117 -0%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$312M +$89.5M +1,091,388 +40%
Sanders Capital
45
Sanders Capital
Florida
$308M -$14.6M -178,000 -5%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$286M -$1.31M -16,244 -0.5%
WRF
47
Waddell & Reed Financial
Kansas
$277M -$5.08M -61,900 -2%
American Century Companies
48
American Century Companies
Missouri
$276M +$28.6M +348,338 +12%
IC
49
Institutional Capital
Illinois
$272M +$32.1M +391,570 +13%
Swedbank
50
Swedbank
Sweden
$256M +$256M +2,165,471 New
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