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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 %
BPBT
551
Boston Private Bank & Trust
Massachusetts
$1.21M -$389K -5,435 -24%
AP
552
Advisor Partners
California
$1.21M +$54.3K +758 +5%
DIA
553
Dean Investment Associates
Ohio
$1.17M -$24.9K -348 -2%
GLA
554
Great Lakes Advisors
Illinois
$1.17M -$25.9K -361 -2%
RW
555
Rand Wealth
Maryland
$1.16M -$3.58K -50 -0.3%
LNWWM
556
Laird Norton Wetherby Wealth Management
California
$1.16M +$123K +1,712 +12%
SOAMC
557
Spirit of America Management Corp
New York
$1.13M – – –
NRS
558
Neville Rodie & Shaw
New York
$1.13M +$3.72K +52 +0.3%
CBU
559
CIBC Bank USA
Illinois
$1.13M -$3.98M -55,555 -78%
AIM
560
Acropolis Investment Management
Missouri
$1.12M +$201K +2,810 +22%
SFPIA
561
Stevens First Principles Investment Advisors
California
$1.11M – – –
CS
562
Cannell & Spears
New York
$1.11M – – –
MIU
563
Man Investments (UK)
United Kingdom
$1.1M -$600K -8,374 -35%
B
564
Bailard
California
$1.08M -$1.13M -15,826 -51%
SACTSONJ
565
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.08M – – –
TCM
566
Tributary Capital Management
Nebraska
$1.07M – – –
DCM
567
Dynamic Capital Management
Jersey
$1.05M +$1.05M +14,625 New
SI
568
Stephens Inc
Arkansas
$1.04M +$79.7K +1,113 +8%
SAG
569
Sterne Agee Group
Alabama
$1.03M -$8.95K -125 -0.9%
FFBTD
570
First Financial Bank - Trust Division
Ohio
$1.03M -$6.8K -95 -0.7%
KC
571
Kingfisher Capital
North Carolina
$1.03M +$20.7K +289 +2%
IPC
572
Independent Portfolio Consultants
Florida
$1.02M +$11.9K +166 +1%
BVDMP
573
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.01M – – –
Walleye Trading
574
Walleye Trading
New York
$1M +$61.2K +854 +7%
PH
575
Pinnacle Holdings
Oklahoma
$983K -$33.6K -469 -3%
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