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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 %
BSW
601
Buckingham Strategic Wealth
Missouri
$1.12M +$32K +390 +3%
PH
602
Pinnacle Holdings
Oklahoma
$1.12M +$58.8K +717 +6%
DC
603
Davenport & Co
Virginia
$1.11M +$844K +10,300 +315%
SKK
604
Shepherd Kaplan Krochuk
Massachusetts
$1.11M – – –
NES
605
New England Securities
New York
$1.11M +$1.05M +12,809 +1,719%
MMG
606
Monetary Management Group
Missouri
$1.1M +$117K +1,425 +12%
CSIC
607
Clifford Swan Investment Counsel
California
$1.1M +$24.6K +300 +2%
BEC
608
Blue Edge Capital
Virginia
$1.08M – – –
NAM
609
Needelman Asset Management
California
$1.08M -$47.1K -575 -4%
BGDI
610
BW Gestao de Investimentos
Brazil
$1.08M – – –
FFC
611
First Financial Corp
Indiana
$1.07M +$48.3K +589 +5%
WSFS
612
Wilmington Savings Fund Society
Delaware
$1.06M +$14.4K +175 +1%
SI
613
SII Investments
Wisconsin
$1.06M +$187K +2,621 +22%
SC
614
Stralem & Co
New York
$1.04M – – –
B
615
Bailard
California
$1.04M -$49.3K -601 -5%
Creative Planning
616
Creative Planning
Kansas
$1.03M +$60.4K +736 +6%
EGA
617
E&G Advisors
Texas
$1.03M +$521K +6,350 +102%
1832 Asset Management
618
1832 Asset Management
Ontario, Canada
$1.02M -$73.3M -898,004 -99%
RIM
619
Regent Investment Management
Kentucky
$1.02M -$18.9K -230 -2%
LNWWM
620
Laird Norton Wetherby Wealth Management
California
$1.01M -$321K -3,919 -24%
PCM
621
Perkins Capital Management
Minnesota
$1.01M -$69.7K -850 -6%
PAAMCP
622
Pacific Alternative Asset Management Company (PAAMCO)
California
$1.01M +$159K +1,937 +19%
CFS
623
Community Financial System
New York
$1M +$55.3K +675 +6%
ACA
624
Anchor Capital Advisors
Massachusetts
$1M – – –
CA
625
Cetera Advisors
Colorado
$1M +$118K +1,442 +13%
23 24
25
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