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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 %
AAMU
551
Amundi Asset Management US
Massachusetts
$3.01M +$61.2K +517 +2%
BWP
552
Baldwin Wealth Partners
Massachusetts
$2.93M -$25.2K -213 -0.9%
ECM
553
ETrade Capital Management
Virginia
$2.92M +$112K +944 +4%
Tudor Investment Corp
554
Tudor Investment Corp
Connecticut
$2.92M +$1.66M +14,014 +131%
FCM
555
Frontier Capital Management
Massachusetts
$2.91M -$3.04M -25,671 -51%
LSCM
556
LaSalle Street Capital Management
Illinois
$2.89M -$142K -1,200 -5%
AssetMark Inc
557
AssetMark Inc
California
$2.89M +$133K +1,122 +5%
IFB
558
iAB Financial Bank
Indiana
$2.88M +$35.5K +300 +1%
SSI
559
Scott & Selber Inc
Texas
$2.88M +$2.88M +24,334 New
TNBTD
560
Trustmark National Bank Trust Department
Mississippi
$2.8M – – –
BFA
561
Bragg Financial Advisors
North Carolina
$2.79M +$469K +3,965 +20%
AIM
562
AMI Investment Management
Indiana
$2.78M +$5.91K +50 +0.2%
DA
563
DSC Advisors
Illinois
$2.78M – – –
AIM
564
Acropolis Investment Management
Missouri
$2.77M -$22.5K -190 -0.8%
SAG
565
Sterne Agee Group
Alabama
$2.75M +$344K +2,840 +14%
AHS
566
Aspiriant Holdings S3
California
$2.75M -$18.7K -158 -0.7%
AAM
567
Ardevora Asset Management
United Kingdom
$2.74M -$1.27M -10,700 -32%
GHA
568
GW Henssler & Associates
Georgia
$2.74M +$2.74M +23,133 New
CANY
569
Caxton Associates (New York)
New York
$2.72M +$2.72M +23,000 New
BWA
570
Burt Wealth Advisors
Maryland
$2.66M – – –
OC
571
Oppenheimer & Co
New York
$2.61M +$1.42M +12,037 +120%
SCM
572
Schnieders Capital Management
California
$2.6M +$349K +2,949 +15%
PC
573
Polar Capital
United Kingdom
$2.6M +$1.42M +12,000 +120%
RFS
574
Rockefeller Financial Services
New York
$2.59M -$32.8K -277 -1%
GD
575
Grandfield & Dodd
New York
$2.59M -$355K -3,000 -12%
21 22
23
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