UNH icon

UnitedHealth
UNH

Overview Fund Activity

1,203 hedge funds and large institutions have $97.4B invested in UnitedHealth in 2015 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 482 increasing their positions, 451 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+5
Holders Change %
+0.42%
% of All Funds
33.62%
Holding in Top 10
99
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.98%
% of All Funds
2.77%
New
88
Increased
482
Reduced
451
Closed
74
Calls
$996M
Puts
$777M
Net Calls
+$219M
Net Calls Change
+$324M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$762M
2
Bank of America
Bank of America
North Carolina
+$476M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$390M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$291M
5
Citadel Advisors
Citadel Advisors
Florida
+$181M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$420M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$395M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$213M
4
ClearBridge Investments
ClearBridge Investments
New York
-$151M
5
DSA
Davis Selected Advisers
Arizona
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
551
Novare Capital Management
North Carolina
$3.36M +$3.36M +28,981 New
AAMU
552
AEGON Asset Management (UK)
United Kingdom
$3.36M – – –
PIM
553
Partner Investment Management
California
$3.31M +$2.36M +20,353 +250%
BFA
554
Bragg Financial Advisors
North Carolina
$3.3M +$449K +3,870 +16%
CT
555
Coastline Trust
Rhode Island
$3.28M -$58K -500 -2%
WTB
556
Washington Trust Bank
Washington
$3.27M -$11.4K -98 -0.3%
FNB
557
First Niagara Bank
New York
$3.26M -$309K -2,663 -9%
FHC
558
First Houston Capital
Texas
$3.26M -$58K -500 -2%
LIM
559
Leavell Investment Management
Alabama
$3.22M -$58K -500 -2%
Point72 Asset Management
560
Point72 Asset Management
Connecticut
$3.21M -$14.6M -126,300 -82%
PAM
561
Princeton Alpha Management
New Jersey
$3.21M +$2.74M +23,597 +576%
AIA
562
Alerus Investment Advisors
Minnesota
$3.2M -$47.1K -406 -1%
LIA
563
LS Investment Advisors
Michigan
$3.19M +$72.8K +628 +2%
NCIM
564
New Century Investment Management
Michigan
$3.18M +$3.18M +27,436 New
GAM
565
Gotham Asset Management
New York
$3.11M -$1.37M -11,839 -31%
JG
566
Jefferies Group
New York
$3.1M -$1.43M -12,320 -32%
OC
567
Oppenheimer & Co
New York
$3.08M -$939K -8,094 -23%
TC
568
Telemus Capital
Michigan
$3.07M +$253K +2,185 +9%
SCM
569
SOL Capital Management
Maryland
$3.05M -$209K -1,800 -6%
NC
570
Northpointe Capital
Michigan
$3.01M +$310K +2,673 +11%
OIA
571
Optimum Investment Advisors
Illinois
$3M +$3M +25,822 New
TNBTD
572
Trustmark National Bank Trust Department
Mississippi
$2.91M +$180K +1,547 +7%
CIP
573
Chartwell Investment Partners
Pennsylvania
$2.9M +$2.9M +25,000 New
BWP
574
Baldwin Wealth Partners
Massachusetts
$2.88M -$26.2K -226 -0.9%
SSI
575
Scott & Selber Inc
Texas
$2.86M +$2.9K +25 +0.1%
21 22
23
24 25