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UnitedHealth
UNH

Overview Fund Activity

878 hedge funds and large institutions have $63B invested in UnitedHealth in 2013 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 279 increasing their positions, 382 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
+25
Holders Change %
+2.93%
% of All Funds
28.48%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
1.27%
New
101
Increased
279
Reduced
382
Closed
68
Calls
$530M
Puts
$362M
Net Calls
+$168M
Net Calls Change
-$186K

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$444M
2
MCM
2
Marsico Capital Management
Colorado
$178M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.82B
4
FMI
4
Fiduciary Management Inc
Wisconsin
$138M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.07B

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$300M
2
EIP
2
Epoch Investment Partners
New York
$235M
3
Bessemer Group
3
Bessemer Group
New Jersey
$1.83M
4
OH
4
Orbis Holdings
Bermuda
$202M
5
PCM
5
PAR Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
501
Stuyvesant Capital Management
New York
$1.77M -$107K -1,500 -6%
DnB Asset Management
502
DnB Asset Management
Norway
$1.76M -$2.98M -41,566 -63%
MI
503
Markston International
New York
$1.75M -$418K -5,839 -19%
RBA
504
Richard Bernstein Advisors
New York
$1.75M – – –
VKH
505
Virtu KCG Holdings
New York
$1.74M +$1.74M +24,253 New
WA
506
Whitebox Advisors
Minnesota
$1.71M -$482K -6,732 -22%
IFB
507
iAB Financial Bank
Indiana
$1.7M +$252K +3,525 +17%
PJSIMP
508
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.69M -$56.4K -787 -3%
DA
509
DSC Advisors
Illinois
$1.68M – – –
WCA
510
Westover Capital Advisors
Delaware
$1.68M -$317K -4,431 -16%
GCA
511
Guardian Capital Advisors
Ontario, Canada
$1.65M +$25.5K +350 +2%
AF
512
Arrow Financial
New York
$1.62M -$369K -5,150 -19%
DCM
513
Dupont Capital Management
Delaware
$1.62M – – –
AWM
514
Altavista Wealth Management
North Carolina
$1.62M -$80.6K -1,125 -5%
UCFA
515
United Capital Financial Advisors
Texas
$1.61M -$213K -2,980 -12%
KIA
516
KCM Investment Advisors
California
$1.61M +$1.02M +14,237 +172%
SIM
517
Sterling Investment Management
Arizona
$1.61M -$716 -10 -0%
PCM
518
Palouse Capital Management
Washington
$1.58M -$17.5K -245 -1%
M&T Bank
519
M&T Bank
New York
$1.57M -$39.4K -551 -2%
BHWM
520
Bar Harbor Wealth Management
New Hampshire
$1.54M -$7.23K -101 -0.5%
AIP
521
Ameritas Investment Partners
Nebraska
$1.54M +$1.54M +21,519 New
MPI
522
Mairs & Power Inc
Minnesota
$1.52M -$83.8K -1,170 -5%
AAM
523
Advisors Asset Management
Colorado
$1.52M +$69.4K +969 +5%
William Blair & Company
524
William Blair & Company
Illinois
$1.51M +$335K +4,676 +28%
PRHC
525
P.R. Herzig & Co
New York
$1.5M +$1.5M +20,900 New
19 20
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