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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 %
GCA
526
Guardian Capital Advisors
Ontario, Canada
$3.55M -$20.4K -140 -0.6%
SCM
527
SOL Capital Management
Maryland
$3.51M -$65.1K -550 -2%
RFC
528
Regions Financial Corp
Alabama
$3.51M +$98.6K +834 +3%
Creative Planning
529
Creative Planning
Kansas
$3.51M +$1.47M +12,446 +72%
CO
530
Caldwell & Orkin
Georgia
$3.47M +$2.97M +25,100 +598%
CT
531
Coastline Trust
Rhode Island
$3.46M -$271K -2,293 -7%
AWP
532
Ascent Wealth Partners
New York
$3.46M +$109K +925 +3%
WTB
533
Washington Trust Bank
Washington
$3.4M +$152K +1,287 +5%
FHC
534
First Houston Capital
Texas
$3.38M +$278K +2,350 +9%
MERSOM
535
Municipal Employees' Retirement System of Michigan
Michigan
$3.36M -$651K -5,500 -16%
LIM
536
Leavell Investment Management
Alabama
$3.35M – – –
CTA
537
Chesley Taft & Associates
Illinois
$3.34M +$232K +1,962 +7%
AIA
538
Alerus Investment Advisors
Minnesota
$3.31M -$1.25M -10,614 -27%
CC
539
Cipher Capital
New York
$3.28M +$3.28M +27,755 New
RBA
540
Richard Bernstein Advisors
New York
$3.27M – – –
OIA
541
Optimum Investment Advisors
Illinois
$3.25M -$3.37M -28,458 -51%
CG
542
Clinton Group
New York
$3.19M +$3.19M +26,993 New
LIA
543
LS Investment Advisors
Michigan
$3.16M +$249K +2,107 +9%
CA
544
Cetera Advisors
Colorado
$3.15M -$70.4K -596 -2%
Simplex Trading
545
Simplex Trading
Illinois
$3.15M +$2.84M +24,045 +938%
SCM
546
Sio Capital Management
New York
$3.14M +$3.14M +26,500 New
FA
547
FDx Advisors
Illinois
$3.12M +$768K +6,503 +33%
WIC
548
Woodmont Investment Counsel
Tennessee
$3.08M -$99.9K -845 -3%
WMSA
549
Weiss Multi-Strategy Advisers
New York
$3.06M -$485K -4,100 -14%
CC
550
ClearArc Capital
Ohio
$3.06M +$3.19K +27 +0.1%
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