UNH icon

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.

New
Increased
Maintained
Reduced
Closed
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
Ignis Investment Services
United Kingdom
+$491M
2
LP
Longview Partners
Guernsey
+$476M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$462M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$416M
5
FMI
Fiduciary Management Inc
Wisconsin
+$395M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$836M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$389M
3
State Street
State Street
Massachusetts
-$181M
4
UBS AM
UBS AM
Illinois
-$178M
5
Boston Partners
Boston Partners
Massachusetts
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
501
First Western Capital Management
California
$2.22M -$25.6K -312 -1%
WT
502
Wilmington Trust
Delaware
$2.22M +$66.3K +809 +3%
BFM
503
Boston Financial Management
Massachusetts
$2.22M +$340K +4,144 +18%
FHC
504
First Houston Capital
Texas
$2.21M +$115K +1,400 +5%
GCA
505
Guardian Capital Advisors
Ontario, Canada
$2.21M +$355K +4,325 +19%
SWM
506
Segment Wealth Management
Texas
$2.19M +$2.19M +26,696 New
AssetMark Inc
507
AssetMark Inc
California
$2.17M -$54.5K -665 -2%
MAM
508
Mizuho Asset Management
Japan
$2.16M – – –
MAM
509
Martingale Asset Management
Massachusetts
$2.16M +$1.77M +21,616 +460%
LIA
510
LS Investment Advisors
Michigan
$2.13M +$1.3M +15,916 +159%
GD
511
Grandfield & Dodd
New York
$2.12M – – –
William Blair & Company
512
William Blair & Company
Illinois
$2.11M -$210K -2,563 -9%
FAT
513
First American Trust
California
$2.1M -$82.5K -1,006 -4%
KIA
514
KCM Investment Advisors
California
$2.08M +$12.9K +157 +0.6%
MIU
515
Man Investments (UK)
United Kingdom
$2.08M +$901K +10,992 +76%
PJSIMP
516
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.07M +$18K +219 +0.9%
AI
517
Analytic Investors
California
$2.06M +$67.9K +828 +3%
OIA
518
Optimum Investment Advisors
Illinois
$2.06M +$7.87K +96 +0.4%
TWI
519
Thomas White International
Illinois
$2.06M +$1.15K +14 +0.1%
DCM
520
Dupont Capital Management
Delaware
$2.03M -$553K -6,741 -21%
AB
521
Amalgamated Bank
New York
$2.03M -$41.2K -502 -2%
SCM
522
Stuyvesant Capital Management
New York
$2.03M – – –
Mackenzie Financial
523
Mackenzie Financial
Ontario, Canada
$2.03M +$49.2K +600 +2%
IFB
524
iAB Financial Bank
Indiana
$2.01M +$150K +1,827 +8%
WFM
525
Wilmington Funds Management
Delaware
$2M -$339K -4,137 -14%
19 20
21
22 23