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UnitedHealth
UNH

Overview Fund Activity

1,217 hedge funds and large institutions have $98.4B invested in UnitedHealth in 2015 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 425 increasing their positions, 523 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+14
Holders Change %
+1.16%
% of All Funds
31.96%
Holding in Top 10
68
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-31.31%
% of All Funds
1.79%
New
116
Increased
425
Reduced
523
Closed
89
Calls
$568M
Puts
$750M
Net Calls
-$182M
Net Calls Change
-$401M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$220M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$215M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$164M
4
MC
Maverick Capital
Texas
+$162M
5
Dodge & Cox
Dodge & Cox
California
+$125M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$226M
2
DSA
Davis Selected Advisers
Arizona
-$199M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
4
BA
BlackRock Advisors
Delaware
-$164M
5
PHS
PFM Health Sciences
California
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIMC
501
Northwestern Mutual Investment Management Company
Wisconsin
$4.26M +$115K +974 +3%
MSFP
502
Mark Sheptoff Financial Planning
Connecticut
$4.24M +$12.1K +103 +0.3%
WHG
503
Westwood Holdings Group
Texas
$4.24M -$3.04M -25,875 -42%
SFS
504
Strategic Financial Services
New York
$4.22M +$48.9K +416 +1%
Balyasny Asset Management
505
Balyasny Asset Management
Illinois
$4.2M +$4.2M +35,740 New
KRSITF
506
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.2M +$452K +3,838 +12%
ACM
507
Asymmetry Capital Management
California
$4.2M +$4.2M +35,686 New
Creative Planning
508
Creative Planning
Kansas
$4.19M +$143K +1,212 +4%
SCM
509
Sio Capital Management
New York
$4.18M -$2.41M -20,484 -37%
FAT
510
First American Trust
California
$4.1M -$1.38M -11,747 -25%
SC
511
Scotia Capital
Ontario, Canada
$4.06M – – –
BPM
512
Bowling Portfolio Management
Ohio
$4.04M -$23.9K -203 -0.6%
HCMT
513
Highland Capital Management (Tennessee)
Tennessee
$4.04M +$135K +1,150 +3%
SIC
514
Sigma Investment Counselors
Michigan
$4.01M -$228K -1,935 -5%
RBA
515
Richard Bernstein Advisors
New York
$3.96M – – –
CTA
516
Colonial Trust Advisors
South Carolina
$3.93M -$91.2K -775 -2%
NB
517
NBT Bank
New York
$3.84M +$941 +8 +0%
UAM
518
UAS Asset Management
New York
$3.83M -$559K -4,750 -13%
GCMG
519
Gyroscope Capital Management Group
Florida
$3.83M -$14K -119 -0.4%
BFA
520
Bragg Financial Advisors
North Carolina
$3.71M +$366K +3,110 +11%
BOTW
521
Bank of the West
California
$3.71M +$1.42M +12,101 +62%
PFP
522
Pinnacle Financial Partners
Tennessee
$3.71M -$942K -8,006 -20%
ACM
523
Ativo Capital Management
Illinois
$3.7M +$188K +1,600 +5%
CCM
524
Carlson Capital Management
Minnesota
$3.68M -$15.1K -128 -0.4%
PAG
525
Private Advisor Group
New Jersey
$3.67M +$208K +1,770 +6%
19 20
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