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UnitedHealth
UNH

Overview Fund Activity

946 hedge funds and large institutions have $65.6B invested in UnitedHealth in 2013 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 341 increasing their positions, 364 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
+68
Holders Change %
+7.74%
% of All Funds
27.48%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.93%
New
125
Increased
341
Reduced
364
Closed
51
Calls
$461M
Puts
$627M
Net Calls
-$166M
Net Calls Change
-$334M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$386M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$341M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$305M
4
FMI
Fiduciary Management Inc
Wisconsin
+$277M
5
ClearBridge Investments
ClearBridge Investments
New York
+$214M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$714M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$300M
3
Boston Partners
Boston Partners
Massachusetts
-$228M
4
WRF
Waddell & Reed Financial
Kansas
-$210M
5
Ameriprise
Ameriprise
Minnesota
-$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
526
Mackenzie Financial
Ontario, Canada
$1.82M -$4.96M -65,838 -73%
NCM
527
Narwhal Capital Management
Georgia
$1.82M -$69.7K -925 -4%
GJIC
528
Gamble Jones Investment Counsel
California
$1.77M -$92.2K -1,224 -5%
DA
529
DSC Advisors
Illinois
$1.77M – – –
BP
530
Banyan Partners
Florida
$1.75M +$760K +10,087 +77%
Bessemer Group
531
Bessemer Group
New Jersey
$1.74M -$187K -2,488 -10%
BSPF
532
British Steel Pension Fund
United Kingdom
$1.74M -$1.73M -22,986 -50%
GCA
533
Guardian Capital Advisors
Ontario, Canada
$1.73M -$3.85K -50 -0.2%
WI
534
WHV Investments
California
$1.73M -$4M -53,166 -70%
AAM
535
Advisors Asset Management
Colorado
$1.72M +$128K +1,704 +8%
BFM
536
Boston Financial Management
Massachusetts
$1.72M +$245K +3,255 +17%
PCM
537
Palouse Capital Management
Washington
$1.72M +$56.3K +747 +3%
CC
538
ClearArc Capital
Ohio
$1.72M -$162K -2,146 -9%
IFB
539
iAB Financial Bank
Indiana
$1.71M -$77.2K -1,025 -4%
SIM
540
SSI Investment Management
California
$1.7M -$299K -3,963 -15%
BWP
541
Baldwin Wealth Partners
Massachusetts
$1.7M -$957K -12,704 -36%
WCA
542
Westover Capital Advisors
Delaware
$1.69M -$81.5K -1,082 -5%
Verition Fund Management
543
Verition Fund Management
Connecticut
$1.64M +$1.29M +17,088 +360%
AWM
544
Altavista Wealth Management
North Carolina
$1.64M -$59.1K -785 -3%
NC
545
Northpointe Capital
Michigan
$1.63M +$1.63M +21,600 New
MPI
546
Mairs & Power Inc
Minnesota
$1.6M – – –
SIM
547
Sterling Investment Management
Arizona
$1.59M -$99K -1,315 -6%
PCTC
548
Perkins Coie Trust Company
Washington
$1.59M +$1.59M +21,145 New
AIP
549
Ameritas Investment Partners
Nebraska
$1.59M -$29.1K -386 -2%
DPIM
550
Duff & Phelps Investment Management
Illinois
$1.59M +$41.4K +550 +3%
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