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UnitedHealth
UNH

Overview Fund Activity

954 hedge funds and large institutions have $72.9B invested in UnitedHealth in 2014 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 342 increasing their positions, 395 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
954
Holders Change
+8
Holders Change %
+0.85%
% of All Funds
27.57%
Holding in Top 10
48
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+50%
% of All Funds
1.39%
New
84
Increased
342
Reduced
395
Closed
63
Calls
$447M
Puts
$254M
Net Calls
+$193M
Net Calls Change
+$360M

Top Buyers

1
IIS
Ignis Investment Services
United Kingdom
+$491M
2
LP
Longview Partners
Guernsey
+$476M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$462M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$416M
5
FMI
Fiduciary Management Inc
Wisconsin
+$395M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$836M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$389M
3
State Street
State Street
Massachusetts
-$181M
4
UBS AM
UBS AM
Illinois
-$178M
5
Boston Partners
Boston Partners
Massachusetts
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBU
576
CIBC Bank USA
Illinois
$1.38M +$271K +3,305 +24%
NRS
577
Neville Rodie & Shaw
New York
$1.37M -$49.1K -599 -3%
RW
578
Rand Wealth
Maryland
$1.35M +$10.5K +128 +0.8%
Fuller & Thaler Asset Management
579
Fuller & Thaler Asset Management
California
$1.33M +$1.21M +14,700 +980%
GAM
580
Gotham Asset Management
New York
$1.32M +$1.06M +12,882 +402%
FA
581
FDx Advisors
Illinois
$1.32M -$175K -2,138 -12%
EIM
582
Essex Investment Management
Massachusetts
$1.31M -$92.8K -1,132 -7%
1GA
583
1st Global Advisors
Texas
$1.31M +$283K +3,446 +28%
SOAMC
584
Spirit of America Management Corp
New York
$1.3M +$1.3M +15,800 New
FNBOO
585
First National Bank of Omaha
Nebraska
$1.28M -$221K -2,701 -15%
OA
586
Oak Associates
Ohio
$1.27M – – –
CS
587
Cannell & Spears
New York
$1.27M – – –
DOA
588
D'Orazio & Associates
Virginia
$1.25M – – –
SACTSONJ
589
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.23M – – –
PRHC
590
P.R. Herzig & Co
New York
$1.22M -$492K -6,000 -29%
BPBT
591
Boston Private Bank & Trust
Massachusetts
$1.21M -$145K -1,765 -11%
AC
592
Addenda Capital
Quebec, Canada
$1.2M +$476K +5,940 +65%
KC
593
Kingfisher Capital
North Carolina
$1.2M +$28.2K +344 +2%
ST
594
Sentinel Trust
Texas
$1.19M – – –
DIA
595
Dean Investment Associates
Ohio
$1.18M -$64.3K -784 -5%
UAM
596
UAS Asset Management
New York
$1.16M +$1.16M +14,125 New
BVDMP
597
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.16M – – –
SAG
598
Sterne Agee Group
Alabama
$1.15M +$1.15M +13,960 New
WIL
599
Winifred I. Li
$1.14M +$514K +6,265 +82%
TSWM
600
Triangle Securities Wealth Management
North Carolina
$1.13M +$185K +3,239 +20%
22 23
24
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