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UnitedHealth
UNH

Overview Fund Activity

1,108 hedge funds and large institutions have $86.1B invested in UnitedHealth in 2014 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 351 increasing their positions, 424 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,108
Holders Change
+136
Holders Change %
+13.99%
% of All Funds
29.57%
Holding in Top 10
70
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+42.86%
% of All Funds
1.87%
New
193
Increased
351
Reduced
424
Closed
45
Calls
$417M
Puts
$625M
Net Calls
-$208M
Net Calls Change
-$119M

Top Buyers

1
MCM
Marsico Capital Management
Colorado
+$256M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$151M
3
Ameriprise
Ameriprise
Minnesota
+$136M
4
JIM
Jensen Investment Management
Oregon
+$135M
5
State Street
State Street
Massachusetts
+$126M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$486M
2
Invesco
Invesco
Georgia
-$391M
3
Lazard Asset Management
Lazard Asset Management
New York
-$313M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$287M
5
DSA
Davis Selected Advisers
Arizona
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
576
Narwhal Capital Management
Georgia
$2.05M -$97.4K -963 -5%
PCTC
577
Perkins Coie Trust Company
Washington
$2.05M -$24.3K -240 -1%
ACM
578
Argentus Capital Management
Texas
$2.05M +$2.05M +20,261 New
CCM
579
Covington Capital Management
California
$2.04M +$14K +138 +0.7%
BCA
580
Bray Capital Advisors
Florida
$2.03M +$2.03M +20,104 New
WTC
581
WhitTier Trust Company
Nevada
$2.02M +$303 +3 +0%
AP
582
Advisor Partners
California
$2.02M +$78.7K +786 +4%
SAG
583
Sterne Agee Group
Alabama
$2.01M -$94.9K -939 -5%
FA
584
FDx Advisors
Illinois
$2.01M +$955K +9,450 +90%
SIM
585
Sterling Investment Management
Arizona
$2M -$80.9K -800 -4%
BHWM
586
Bar Harbor Wealth Management
New Hampshire
$1.98M +$15.8K +156 +0.8%
BFA
587
Bragg Financial Advisors
North Carolina
$1.98M -$27.8K -275 -1%
NC
588
Northpointe Capital
Michigan
$1.97M +$168K +1,662 +9%
CI
589
Constellation Investments
Ohio
$1.97M +$60.6K +600 +3%
SCM
590
Schnieders Capital Management
California
$1.93M +$405K +4,002 +27%
ACM
591
Ativo Capital Management
Illinois
$1.87M -$1.9M -18,753 -50%
GLA
592
Great Lakes Advisors
Illinois
$1.86M +$973K +9,625 +109%
DPIM
593
Duff & Phelps Investment Management
Illinois
$1.84M -$124K -1,230 -6%
JG
594
Jefferies Group
New York
$1.82M -$1.38M -13,663 -43%
AIP
595
Ameritas Investment Partners
Nebraska
$1.81M -$17.6K -174 -1%
WCM
596
Weik Capital Management
Pennsylvania
$1.81M -$44.5K -440 -2%
AWM
597
Altavista Wealth Management
North Carolina
$1.8M -$97K -962 -5%
UR
598
USCA RIA
Texas
$1.8M +$27.8K +275 +2%
NBC
599
Neuberger Berman Canada
Ontario, Canada
$1.79M -$2.28M -22,594 -56%
MFIMFI
600
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.79M – – –
22 23
24
25 26