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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 %
BEC
601
Blue Edge Capital
Virginia
$996K +$996K +13,231 New
PCM
602
Perkins Capital Management
Minnesota
$994K – – –
BGDI
603
BW Gestao de Investimentos
Brazil
$991K +$991K +13,160 New
MFIMFI
604
Mesirow Financial Investment Management - Fixed Income
Illinois
$987K – – –
SI
605
Stephens Inc
Arkansas
$986K -$107K -1,420 -10%
CSIC
606
Clifford Swan Investment Counsel
California
$984K +$15.1K +200 +2%
HCC
607
Hirtle Callaghan & Co
Pennsylvania
$982K +$29.1K +386 +3%
PH
608
Pinnacle Holdings
Oklahoma
$972K -$61.6K -818 -6%
FA
609
Financial Advantage
Maryland
$972K +$75 +1 +0%
WSFS
610
Wilmington Savings Fund Society
Delaware
$956K -$5.28K -70 -0.5%
SC
611
Stralem & Co
New York
$956K – – –
RIM
612
Regent Investment Management
Kentucky
$952K – – –
FFC
613
First Financial Corp
Indiana
$940K -$46.3K -615 -5%
1GA
614
1st Global Advisors
Texas
$939K +$113K +1,496 +14%
RIG
615
Roosevelt Investment Group
New York
$930K +$7.53K +100 +0.8%
ACA
616
Anchor Capital Advisors
Massachusetts
$921K -$4.82K -64 -0.5%
SI
617
SII Investments
Wisconsin
$915K +$61.8K +821 +7%
CNAM
618
Campbell Newman Asset Management
Wisconsin
$908K -$50.8K -675 -5%
NSAM
619
North Star Asset Management
Wisconsin
$903K +$7.15K +95 +0.8%
Acadian Asset Management
620
Acadian Asset Management
Massachusetts
$902K -$519K -6,884 -37%
MMG
621
Monetary Management Group
Missouri
$900K -$1.68M -22,275 -65%
Creative Planning
622
Creative Planning
Kansas
$893K -$89K -1,182 -9%
TCM
623
Tufton Capital Management
Maryland
$892K -$23.7K -315 -3%
CICI
624
Capital Investment Counsel Inc
North Carolina
$890K -$7.3K -97 -0.8%
CLOS
625
Compagnie Lombard Odier SCmA
Switzerland
$886K +$886K +11,768 New
23 24
25
26 27