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UnitedHealth
UNH

Overview Fund Activity

1,161 hedge funds and large institutions have $99B invested in UnitedHealth in 2015 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 401 increasing their positions, 472 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+53
Holders Change %
+4.78%
% of All Funds
30.97%
Holding in Top 10
103
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+47.14%
% of All Funds
2.75%
New
129
Increased
401
Reduced
472
Closed
63
Calls
$526M
Puts
$560M
Net Calls
-$33.9M
Net Calls Change
+$174M

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$491M
2
BIM
BlackRock Investment Management
Delaware
+$239M
3
Capital World Investors
Capital World Investors
California
+$222M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$153M

Top Sellers

1
IC
Institutional Capital
Illinois
-$495M
2
DSA
Davis Selected Advisers
Arizona
-$371M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$355M
4
Invesco
Invesco
Georgia
-$300M
5
Harris Associates
Harris Associates
Illinois
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIMC
501
Northwestern Mutual Investment Management Company
Wisconsin
$4.12M +$4.12M +34,819 New
PI
502
PineBridge Investments
New York
$4.1M +$1.16M +9,765 +39%
FWCM
503
First Western Capital Management
California
$4.09M -$28.9K -244 -0.7%
MSFP
504
Mark Sheptoff Financial Planning
Connecticut
$4.09M +$586K +4,952 +17%
AIM
505
Artemis Investment Management
United Kingdom
$3.95M +$3.95M +33,348 New
MI
506
Markston International
New York
$3.9M -$35.5K -300 -0.9%
FWIA
507
Fort Washington Investment Advisors
Ohio
$3.89M +$78.9K +667 +2%
GCMG
508
Gyroscope Capital Management Group
Florida
$3.87M -$292K -2,468 -7%
CM
509
Churchill Management
California
$3.87M +$3.39M +28,649 +712%
SWM
510
Segment Wealth Management
Texas
$3.85M +$285K +2,407 +8%
BPM
511
Bowling Portfolio Management
Ohio
$3.84M +$12.2K +103 +0.3%
ST
512
Spot Trading
Illinois
$3.83M +$3.83M +32,343 +75,216%
PIA
513
Piedmont Investment Advisors
North Carolina
$3.83M – – –
ICRM
514
Insight Capital Research & Management
California
$3.81M +$3.81M +32,214 New
CBB
515
Citizens Business Bank
California
$3.81M -$526K -4,443 -12%
BFM
516
Boston Financial Management
Massachusetts
$3.76M +$500K +4,230 +15%
William Blair & Company
517
William Blair & Company
Illinois
$3.76M +$188K +1,587 +5%
CCM
518
Carlson Capital Management
Minnesota
$3.69M -$33.6K -284 -0.9%
AB
519
Amalgamated Bank
New York
$3.67M +$925K +7,822 +34%
PJSIMP
520
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.67M +$737K +6,234 +25%
KRSITF
521
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.63M -$408K -3,445 -10%
FNB
522
First Niagara Bank
New York
$3.62M +$58K +490 +2%
CTA
523
Colonial Trust Advisors
South Carolina
$3.61M +$932K +7,875 +35%
GMIM
524
General Motors Investment Management
New York
$3.57M -$627K -5,298 -15%
BAM
525
Burnham Asset Management
New York
$3.55M – – –
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