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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 %
CTA
501
Colonial Trust Advisors
South Carolina
$2.11M +$2.11M +28,063 New
CTA
502
Chesley Taft & Associates
Illinois
$2.09M +$20.1K +267 +1%
FWCM
503
First Western Capital Management
California
$2.06M +$2.06M +27,417 New
AssetMark Inc
504
AssetMark Inc
California
$2.05M -$55.6K -738 -3%
Citadel Advisors
505
Citadel Advisors
Florida
$2.03M -$514K -6,823 -20%
LMAM
506
Legg Mason Asset Management
Japan
$2.03M -$1.14M -15,100 -36%
MP
507
Manifold Partners
California
$2.01M +$2.01M +26,636 New
FAT
508
First American Trust
California
$2M -$1.12M -14,895 -36%
MAM
509
Mizuho Asset Management
Japan
$1.99M +$1.82M +24,191 +1,107%
WT
510
Wilmington Trust
Delaware
$1.98M +$29.5K +392 +2%
GD
511
Grandfield & Dodd
New York
$1.95M -$15.1K -200 -0.8%
FHC
512
First Houston Capital
Texas
$1.93M +$934K +12,400 +94%
EOJOAM
513
E. Ohman J:or Asset Management
Sweden
$1.92M – – –
AB
514
Amalgamated Bank
New York
$1.9M -$20.4K -271 -1%
KIA
515
KCM Investment Advisors
California
$1.9M +$204K +2,715 +12%
TWI
516
Thomas White International
Illinois
$1.89M -$1.48M -19,684 -44%
PJSIMP
517
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.89M +$114K +1,515 +6%
OIA
518
Optimum Investment Advisors
Illinois
$1.89M -$15.1K -200 -0.8%
PDN
519
Pensionfund DSM Netherlands
Netherlands
$1.87M – – –
SCM
520
Stuyvesant Capital Management
New York
$1.86M – – –
RBA
521
Richard Bernstein Advisors
New York
$1.84M – – –
MI
522
Markston International
New York
$1.84M -$4.52K -60 -0.2%
AI
523
Analytic Investors
California
$1.83M +$1.83M +24,349 New
JPMPWA
524
J.P. Morgan Private Wealth Advisors
California
$1.83M +$844K +11,216 +86%
PAM
525
PartnerRe Asset Management
Connecticut
$1.83M -$126K -1,678 -6%
19 20
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