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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 %
SKK
576
Shepherd Kaplan Krochuk
Massachusetts
$972K – – –
ECM
577
ETrade Capital Management
Virginia
$965K +$960K +13,404 +20,622%
NAM
578
Needelman Asset Management
California
$962K -$1.79K -25 -0.2%
BSW
579
Buckingham Strategic Wealth
Missouri
$959K +$4.94K +69 +0.5%
PCM
580
Perkins Capital Management
Minnesota
$945K -$7.16K -100 -0.8%
FHC
581
First Houston Capital
Texas
$945K +$945K +13,200 New
NAMA
582
Nikko Asset Management Americas
New York
$943K -$209K -2,900 -18%
BP
583
Banyan Partners
Florida
$940K +$940K +13,122 New
FFC
584
First Financial Corp
Indiana
$939K +$2.87K +40 +0.3%
MFIMFI
585
Mesirow Financial Investment Management - Fixed Income
Illinois
$938K -$552K -7,718 -37%
JPMPWA
586
J.P. Morgan Private Wealth Advisors
California
$935K +$195K +2,726 +26%
Creative Planning
587
Creative Planning
Kansas
$934K +$139K +1,940 +17%
FA
588
Financial Advantage
Maryland
$924K – – –
CSIC
589
Clifford Swan Investment Counsel
California
$921K – – –
WSFS
590
Wilmington Savings Fund Society
Delaware
$913K -$3.58K -50 -0.4%
CNAM
591
Campbell Newman Asset Management
Wisconsin
$912K -$29.4K -410 -3%
SC
592
Stralem & Co
New York
$909K -$186K -2,600 -17%
HCC
593
Hirtle Callaghan & Co
Pennsylvania
$906K +$906K +12,650 New
RIM
594
Regent Investment Management
Kentucky
$905K – – –
GLI
595
Guardian Life Insurance
New York
$880K -$4.15K -58 -0.5%
ACA
596
Anchor Capital Advisors
Massachusetts
$880K -$3.72K -52 -0.4%
RIG
597
Roosevelt Investment Group
New York
$877K – – –
TCM
598
Tufton Capital Management
Maryland
$871K -$264K -3,685 -23%
IPRC
599
Indices-Pac Research Corporation
New Jersey
$870K +$630K +8,800 +263%
CIBC World Market
600
CIBC World Market
Ontario, Canada
$862K -$168K -2,342 -16%
22 23
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