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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 %
FAAS
576
First Allied Advisory Services
California
$1.28M -$28.3K -374 -2%
WAM
577
Wolverine Asset Management
Illinois
$1.26M +$399K +5,300 +46%
AF
578
Aldebaran Financial
$1.25M +$1.25M +16,544 New
BPBT
579
Boston Private Bank & Trust
Massachusetts
$1.24M -$30.3K -402 -2%
TSWM
580
Triangle Securities Wealth Management
North Carolina
$1.24M -$142K -1,889 -10%
RW
581
Rand Wealth
Maryland
$1.23M +$9.41K +125 +0.8%
LNWWM
582
Laird Norton Wetherby Wealth Management
California
$1.23M +$9.86K +131 +0.8%
AIM
583
Acropolis Investment Management
Missouri
$1.19M +$13.9K +185 +1%
CS
584
Cannell & Spears
New York
$1.17M – – –
OA
585
Oak Associates
Ohio
$1.17M +$1.17M +15,500 New
DOA
586
D'Orazio & Associates
Virginia
$1.15M +$1.15M +15,202 New
DIA
587
Dean Investment Associates
Ohio
$1.14M -$85.2K -1,132 -7%
SACTSONJ
588
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.13M – – –
TCM
589
Tributary Capital Management
Nebraska
$1.13M – – –
UR
590
USCA RIA
Texas
$1.12M +$673K +8,934 +151%
ST
591
Sentinel Trust
Texas
$1.09M +$1.09M +14,502 New
MIU
592
Man Investments (UK)
United Kingdom
$1.08M -$76K -1,010 -7%
KC
593
Kingfisher Capital
North Carolina
$1.08M -$3.16K -42 -0.3%
BVDMP
594
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.06M – – –
NAM
595
Needelman Asset Management
California
$1.04M +$26K +345 +3%
ID
596
Integral Derivatives
New York
$1.02M +$1.02M +13,593 New
SKK
597
Shepherd Kaplan Krochuk
Massachusetts
$1.02M – – –
CBU
598
CIBC Bank USA
Illinois
$1.02M -$166K -2,205 -14%
BSW
599
Buckingham Strategic Wealth
Missouri
$1M -$6.02K -80 -0.6%
B
600
Bailard
California
$997K -$138K -1,832 -12%
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