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UnitedHealth
UNH

Overview Fund Activity

878 hedge funds and large institutions have $63B invested in UnitedHealth in 2013 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 279 increasing their positions, 382 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
+25
Holders Change %
+2.93%
% of All Funds
28.48%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
1.27%
New
101
Increased
279
Reduced
382
Closed
68
Calls
$530M
Puts
$362M
Net Calls
+$168M
Net Calls Change
-$186K

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$444M
2
MCM
2
Marsico Capital Management
Colorado
$178M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.82B
4
FMI
4
Fiduciary Management Inc
Wisconsin
$138M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.07B

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$300M
2
EIP
2
Epoch Investment Partners
New York
$235M
3
Bessemer Group
3
Bessemer Group
New Jersey
$1.83M
4
OH
4
Orbis Holdings
Bermuda
$202M
5
PCM
5
PAR Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DPIM
526
Duff & Phelps Investment Management
Illinois
$1.47M – – –
CCM
527
Covington Capital Management
California
$1.46M -$21.5K -300 -1%
WCM
528
Weik Capital Management
Pennsylvania
$1.43M -$15.4K -215 -1%
SAMNY
529
Samsung Asset Management (New York)
New York
$1.43M -$208K -2,900 -13%
WTC
530
WhitTier Trust Company
Nevada
$1.42M +$16.2K +226 +1%
OMCS
531
Old Mutual Customised Solutions
South Africa
$1.42M +$208K +2,900 +17%
BFM
532
Boston Financial Management
Massachusetts
$1.4M +$16.8K +235 +1%
CA
533
Cetera Advisors
Colorado
$1.4M +$200K +2,787 +17%
CAM
534
CMT Asset Management
Illinois
$1.36M +$1.36M +18,958 New
Acadian Asset Management
535
Acadian Asset Management
Massachusetts
$1.35M +$1.35M +18,845 New
FA
536
FDx Advisors
Illinois
$1.35M +$72.7K +1,015 +6%
WTIM
537
Wilmington Trust Investment Management
Delaware
$1.34M – – –
CB
538
Chemical Bank
Michigan
$1.33M +$34.3K +479 +3%
ECM
539
Everence Capital Management
Indiana
$1.33M – – –
SCA
540
SAC Capital Advisors
Connecticut
$1.33M +$51.5K +719 +4%
BFA
541
Bragg Financial Advisors
North Carolina
$1.33M +$179K +2,505 +16%
FNBOO
542
First National Bank of Omaha
Nebraska
$1.33M -$27.1K -378 -2%
TSWM
543
Triangle Securities Wealth Management
North Carolina
$1.31M -$93.1K -1,300 -7%
IFS
544
Ifrah Financial Services
Arkansas
$1.29M -$17.8K -249 -1%
P
545
Pitcairn
Pennsylvania
$1.29M -$289K -4,035 -18%
DIA
546
Denver Investment Advisors
Colorado
$1.29M – – –
LOM
547
Loeb Offshore Management
New York
$1.28M +$924K +12,906 +263%
CI
548
Constellation Investments
Ohio
$1.24M +$71.6K +1,000 +6%
EIM
549
Essex Investment Management
Massachusetts
$1.24M -$247K -3,444 -17%
FAAS
550
First Allied Advisory Services
California
$1.23M +$73.7K +1,031 +6%
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