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UnitedHealth
UNH

Overview Fund Activity

961 hedge funds and large institutions have $72.3B invested in UnitedHealth in 2014 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 406 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+7
Holders Change %
+0.73%
% of All Funds
27.64%
Holding in Top 10
40
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16.67%
% of All Funds
1.15%
New
64
Increased
343
Reduced
406
Closed
49
Calls
$409M
Puts
$331M
Net Calls
+$77.4M
Net Calls Change
-$116M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$658M
2
Dodge & Cox
Dodge & Cox
California
+$283M
3
IC
Institutional Capital
Illinois
+$258M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$249M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$225M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$435M
2
PI
Putnam Investments
Massachusetts
-$289M
3
IIS
Ignis Investment Services
United Kingdom
-$228M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$182M
5
O
OppenheimerFunds
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
576
Marshall Wace
United Kingdom
$1.36M +$1.36M +16,569 New
TSWM
577
Triangle Securities Wealth Management
North Carolina
$1.33M -$283K -3,460 -18%
Fuller & Thaler Asset Management
578
Fuller & Thaler Asset Management
California
$1.32M – – –
EIM
579
Essex Investment Management
Massachusetts
$1.31M – – –
SOAMC
580
Spirit of America Management Corp
New York
$1.29M – – –
1GA
581
1st Global Advisors
Texas
$1.28M -$16.3K -200 -1%
AC
582
Addenda Capital
Quebec, Canada
$1.27M +$62.9K +780 +5%
SCM
583
Southport Capital Management
Tennessee
$1.27M +$703K +8,600 +123%
OA
584
Oak Associates
Ohio
$1.27M – – –
CS
585
Cannell & Spears
New York
$1.27M – – –
DOA
586
D'Orazio & Associates
Virginia
$1.24M – – –
SCM
587
Schnieders Capital Management
California
$1.23M +$315K +3,850 +34%
SIG
588
Schooner Investment Group
Pennsylvania
$1.23M +$614K +7,500 +100%
SACTSONJ
589
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.23M – – –
FA
590
FDx Advisors
Illinois
$1.22M -$88.2K -1,078 -7%
PRHC
591
P.R. Herzig & Co
New York
$1.22M – – –
CAM
592
CMT Asset Management
Illinois
$1.22M +$1.22M +14,905 New
WCA
593
Westover Capital Advisors
Delaware
$1.22M -$591K -7,225 -33%
ST
594
Sentinel Trust
Texas
$1.21M +$18.8K +230 +2%
Luther King Capital Management (LKCM)
595
Luther King Capital Management (LKCM)
Texas
$1.19M -$353K -4,319 -23%
RW
596
Rand Wealth
Maryland
$1.19M -$155K -1,899 -12%
MMG
597
Monetary Management Group
Missouri
$1.16M +$67.5K +825 +6%
PI
598
PineBridge Investments
New York
$1.16M -$3.79M -46,288 -77%
BVDMP
599
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.15M – – –
EWM
600
Elite Wealth Management
Washington
$1.14M -$275K -3,361 -19%
22 23
24
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