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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.

New
Increased
Maintained
Reduced
Closed
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
Marsico Capital Management
Colorado
+$256M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$151M
3
Ameriprise
Ameriprise
Minnesota
+$136M
4
JIM
Jensen Investment Management
Oregon
+$135M
5
State Street
State Street
Massachusetts
+$126M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$486M
2
Invesco
Invesco
Georgia
-$391M
3
Lazard Asset Management
Lazard Asset Management
New York
-$313M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$287M
5
DSA
Davis Selected Advisers
Arizona
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
RNS
501
Robert N. Shapiro
$3.14M -$316K -3,125 -9%
CCM
502
Crossvault Capital Management
Texas
$3.06M -$1.52M -15,065 -33%
SCM
503
SOL Capital Management
Maryland
$3.06M -$96K -950 -3%
William Blair & Company
504
William Blair & Company
Illinois
$3.05M +$468K +4,631 +18%
SWM
505
Segment Wealth Management
Texas
$3.05M +$134K +1,329 +5%
FNB
506
First Niagara Bank
New York
$3.05M -$166K -1,643 -5%
WMSA
507
Weiss Multi-Strategy Advisers
New York
$3.03M -$2.53M -25,000 -45%
BAM
508
Burnham Asset Management
New York
$3.03M – – –
GCA
509
Guardian Capital Advisors
Ontario, Canada
$3.02M +$27.8K +225 +0.9%
MSFP
510
Mark Sheptoff Financial Planning
Connecticut
$2.99M +$202K +2,002 +7%
HAI
511
Hennessy Advisors Inc
California
$2.96M – – –
RFC
512
Regions Financial Corp
Alabama
$2.92M -$2.83M -27,945 -49%
SW
513
SVB Wealth
Massachusetts
$2.91M +$2.91M +28,739 New
AWP
514
Ascent Wealth Partners
New York
$2.86M +$92.6K +916 +3%
LIM
515
Leavell Investment Management
Alabama
$2.86M -$475K -4,700 -14%
Jane Street
516
Jane Street
New York
$2.85M +$2.37M +23,410 +485%
OIA
517
Optimum Investment Advisors
Illinois
$2.84M +$1.63M +32,080 +134%
RBA
518
Richard Bernstein Advisors
New York
$2.8M – – –
BFM
519
Boston Financial Management
Massachusetts
$2.79M +$47.1K +466 +2%
Daiwa Securities Group
520
Daiwa Securities Group
Japan
$2.78M -$192K -1,900 -6%
WTB
521
Washington Trust Bank
Washington
$2.78M +$343K +3,391 +14%
SIG
522
Schooner Investment Group
Pennsylvania
$2.77M +$504K +5,000 +22%
CA
523
Cetera Advisors
Colorado
$2.76M +$1.43M +14,119 +107%
WIC
524
Woodmont Investment Counsel
Tennessee
$2.72M -$374K -3,705 -12%
CCM
525
Catapult Capital Management
New York
$2.7M +$2.7M +26,749 New
19 20
21
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