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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 %
M&T Bank
551
M&T Bank
New York
$1.58M -$76.1K -1,011 -5%
PRHC
552
P.R. Herzig & Co
New York
$1.57M – – –
SI
553
Standard Investments
New York
$1.55M +$1.55M +20,644 New
ECM
554
Everence Capital Management
Indiana
$1.55M +$152K +2,015 +11%
Jane Street
555
Jane Street
New York
$1.53M +$1.11M +14,720 +260%
CCM
556
Covington Capital Management
California
$1.53M -$10.5K -140 -0.7%
RNS
557
Robert N. Shapiro
$1.52M +$1.46M +19,335 +2,148%
Luther King Capital Management (LKCM)
558
Luther King Capital Management (LKCM)
Texas
$1.51M -$596K -7,915 -28%
WTC
559
WhitTier Trust Company
Nevada
$1.49M +$3.84K +51 +0.3%
OMCS
560
Old Mutual Customised Solutions
South Africa
$1.49M – – –
BHWM
561
Bar Harbor Wealth Management
New Hampshire
$1.48M -$140K -1,857 -9%
TIA
562
Trust Investment Advisors
Indiana
$1.48M +$1.48M +19,635 New
PG
563
PEAK6 Group
Illinois
$1.48M +$1.48M +19,629 New
WCM
564
Weik Capital Management
Pennsylvania
$1.47M -$33.9K -450 -2%
BFA
565
Bragg Financial Advisors
North Carolina
$1.45M +$60.2K +800 +4%
ECM
566
ETrade Capital Management
Virginia
$1.42M +$403K +5,345 +40%
CI
567
Constellation Investments
Ohio
$1.39M +$90.4K +1,200 +7%
FNBOO
568
First National Bank of Omaha
Nebraska
$1.38M -$15.1K -200 -1%
FA
569
FDx Advisors
Illinois
$1.35M -$48.8K -656 -3%
AF
570
Arrow Financial
New York
$1.34M -$359K -4,775 -21%
WTIM
571
Wilmington Trust Investment Management
Delaware
$1.34M -$75.3K -1,000 -5%
IFS
572
Ifrah Financial Services
Arkansas
$1.33M -$22.5K -299 -2%
AP
573
Advisor Partners
California
$1.33M +$53.8K +715 +4%
NRS
574
Neville Rodie & Shaw
New York
$1.3M +$117K +1,554 +10%
EIM
575
Essex Investment Management
Massachusetts
$1.29M -$6.1K -81 -0.5%
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