UNH icon

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 %
TCM
476
Twin Capital Management
Pennsylvania
$2.61M -$2.49M -33,120 -49%
MERSOM
477
Municipal Employees' Retirement System of Michigan
Michigan
$2.58M – – –
CT
478
Coastline Trust
Rhode Island
$2.56M +$3.39K +45 +0.1%
MA
479
Montag & Associates
Georgia
$2.55M -$2.03M -27,000 -44%
SCM
480
SOL Capital Management
Maryland
$2.55M +$59.8K +794 +2%
QI
481
QS Investors
New York
$2.53M -$384K -5,098 -13%
PIA
482
Piedmont Investment Advisors
North Carolina
$2.52M -$41.9M -556,969 -94%
Janney Montgomery Scott
483
Janney Montgomery Scott
Pennsylvania
$2.5M -$4.67K -62 -0.2%
UCFA
484
United Capital Financial Advisors
Texas
$2.5M +$806K +10,709 +48%
DL
485
Delta Lloyd
Netherlands
$2.47M -$852K -11,308 -26%
CCM
486
Carlson Capital Management
Minnesota
$2.46M -$14.5K -193 -0.6%
FWIA
487
Fort Washington Investment Advisors
Ohio
$2.46M -$279K -3,701 -10%
Walleye Trading
488
Walleye Trading
New York
$2.44M +$1.39M +18,414 +132%
DCM
489
Dupont Capital Management
Delaware
$2.37M +$673K +8,933 +40%
BAM
490
Burnham Asset Management
New York
$2.26M – – –
TFA
491
Transamerica Financial Advisors
Florida
$2.25M +$2.19M +29,071 +3,449%
TNBTD
492
Trustmark National Bank Trust Department
Mississippi
$2.25M +$2.33K +31 +0.1%
SCM
493
Siphron Capital Management
California
$2.22M +$92.6K +1,230 +4%
Mirae Asset Global Investments
494
Mirae Asset Global Investments
South Korea
$2.2M +$48.3K +641 +2%
HAI
495
Hennessy Advisors Inc
California
$2.19M -$60.2K -800 -3%
WFM
496
Wilmington Funds Management
Delaware
$2.15M -$287K -3,813 -12%
FMB
497
Field & Main Bank
Kentucky
$2.15M +$2.15M +28,490 New
PCM
498
Prelude Capital Management
New York
$2.14M +$1.63M +21,609 +315%
CC
499
Columbia Capital
California
$2.13M +$8.21K +109 +0.4%
William Blair & Company
500
William Blair & Company
Illinois
$2.13M +$536K +7,117 +34%
18 19
20
21 22