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UnitedHealth
UNH

Overview Fund Activity

1,108 hedge funds and large institutions have $86.1B invested in UnitedHealth in 2014 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 351 increasing their positions, 424 reducing their positions, and 45 closing their positions.

Holders
1,108
Holders Change
+136
Holders Change %
+13.99%
% of All Funds
29.57%
Holding in Top 10
70
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+42.86%
% of All Funds
1.87%
New
193
Increased
351
Reduced
424
Closed
45
Calls
$417M
Puts
$625M
Net Calls
-$208M
Net Calls Change
-$119M

Top Buyers

1
MCM
1
Marsico Capital Management
Colorado
$256M
2
Swedbank
2
Swedbank
Sweden
$216M
3
UBS Group
3
UBS Group
Switzerland
$174M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$430M
5
Ameriprise
5
Ameriprise
Minnesota
$338M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.03B
2
Invesco
2
Invesco
Georgia
$720M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$191M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.69B
5
DSA
5
Davis Selected Advisers
Arizona
$1.16B
Name Market Value Shares Shares
Change 		Shares
Change %
EIP
26
Epoch Investment Partners
New York
$695M 6,872,433 +370,909 +6%
Wells Fargo
27
Wells Fargo
California
$636M 6,289,299 +494,668 +9%
Grantham, Mayo, Van Otterloo & Co (GMO)
28
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$584M 5,778,177 -206,670 -3%
Morgan Stanley
29
Morgan Stanley
New York
$567M 5,612,922 +218,794 +4%
Winslow Capital Management
30
Winslow Capital Management
Minnesota
$562M 5,558,047 +765,831 +16%
UBS AM
31
UBS AM
Illinois
$505M 4,992,902 -30,639 -0.6%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$495M 4,901,441 +499,175 +11%
IC
33
Institutional Capital
Illinois
$495M 4,900,289 -476,065 -9%
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$483M 4,775,824 -1,096,164 -19%
Goldman Sachs
35
Goldman Sachs
New York
$482M 4,767,535 +260,894 +6%
BA
36
BlackRock Advisors
Delaware
$448M 4,432,115 -1,139,322 -20%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$447M 4,421,234 -425,345 -9%
O
38
OppenheimerFunds
New York
$441M 4,364,197 -106,631 -2%
Barrow, Hanley, Mewhinney & Strauss
39
Barrow, Hanley, Mewhinney & Strauss
Texas
$438M 4,335,954 -200,025 -4%
VAM
40
Veritas Asset Management
United Kingdom
$437M 4,326,008 -1,574,172 -27%
TCIM
41
TIAA CREF Investment Management
New York
$435M 4,301,910 -75,206 -2%
Legal & General Group
42
Legal & General Group
United Kingdom
$433M 4,279,269 -128,963 -3%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$430M 4,257,732 +1,495,774 +54%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$383M 3,479,241 -48,859 -1%
BTS
45
BB&T Securities
Virginia
$370M 366,409 -40,008 -10%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$348M 3,442,125 -17,076 -0.5%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$344M 3,401,009 +164,207 +5%
Sanders Capital
48
Sanders Capital
Florida
$340M 3,361,284 +16,700 +0.5%
Ameriprise
49
Ameriprise
Minnesota
$338M 3,340,721 +1,340,707 +67%
American Century Companies
50
American Century Companies
Missouri
$337M 3,336,833 -115,895 -3%
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