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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 %
CICI
601
Capital Investment Counsel Inc
North Carolina
$854K – – –
NSAM
602
North Star Asset Management
Wisconsin
$852K +$6.23K +87 +0.7%
DD
603
Dominick & Dominick
New York
$841K -$780K -10,900 -48%
VCAM
604
Van Cleef Asset Management
Ohio
$840K -$17.9K -250 -2%
EHWM
605
Eads & Heald Wealth Management
Georgia
$824K -$134K -1,865 -14%
CFS
606
Community Financial System
New York
$824K -$43K -600 -5%
WAM
607
Wolverine Asset Management
Illinois
$820K -$301K -4,200 -27%
IIM
608
Intact Investment Management
Quebec, Canada
$809K +$537K +7,500 +197%
SI
609
SII Investments
Wisconsin
$808K +$71 +1 +0%
SSG
610
Summit Securities Group
New York
$802K +$802K +11,200 New
BAC
611
Boys Arnold & Co
North Carolina
$798K +$15.8K +220 +2%
OC
612
Oppenheimer & Co
New York
$795K -$8.51M -118,774 -91%
T
613
TradeWorx
New Jersey
$788K +$788K +11,008 New
1GA
614
1st Global Advisors
Texas
$786K -$28K -391 -3%
CCA
615
Catalyst Capital Advisors
New York
$763K – – –
IIM
616
Ivory Investment Management
New York
$762K +$762K +10,638 New
SCM
617
Stux Capital Management
New York
$759K +$759K +10,600 New
TCMG
618
TSP Capital Management Group
New Jersey
$750K -$668K – –
WRM
619
Westport Resources Management
Connecticut
$749K +$22.5K +315 +3%
Twin Tree Management
620
Twin Tree Management
Texas
$745K +$745K +10,409 New
RC
621
Roundview Capital
New Jersey
$739K – – –
MWP
622
MYCIO Wealth Partners
Pennsylvania
$737K – – –
IHL
623
Investment House LLC
California
$720K -$28.7K -400 -4%
ACM
624
Avalon Capital Management
California
$718K -$636K -8,870 -47%
CHAM
625
Clear Harbor Asset Management
Connecticut
$716K -$1.06M -14,800 -60%
23 24
25
26 27