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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 %
DIA
601
Dean Investment Associates
Ohio
$1.14M -$35.3K -432 -3%
WIL
602
Winifred I. Li
$1.14M – – –
PCM
603
Perkins Capital Management
Minnesota
$1.11M +$102K +1,250 +10%
KC
604
Kingfisher Capital
North Carolina
$1.11M -$85.7K -1,048 -7%
MPAM
605
Murphy Pohlad Asset Management
Minnesota
$1.11M +$1.11M +13,524 New
PH
606
Pinnacle Holdings
Oklahoma
$1.09M -$23K -281 -2%
DC
607
Davenport & Co
Virginia
$1.09M -$23.5K -288 -2%
BEC
608
Blue Edge Capital
Virginia
$1.08M – – –
NAM
609
Needelman Asset Management
California
$1.08M -$4.09K -50 -0.4%
BGDI
610
BW Gestao de Investimentos
Brazil
$1.08M – – –
EGA
611
E&G Advisors
Texas
$1.07M +$39.2K +480 +4%
WSFS
612
Wilmington Savings Fund Society
Delaware
$1.05M – – –
CSIC
613
Clifford Swan Investment Counsel
California
$1.05M -$46.2K -565 -4%
SC
614
Stralem & Co
New York
$1.04M – – –
VKH
615
Virtu KCG Holdings
New York
$1.03M -$1.63M -19,933 -61%
CBU
616
CIBC Bank USA
Illinois
$1.03M -$346K -4,233 -25%
SKK
617
Shepherd Kaplan Krochuk
Massachusetts
$1.02M -$86.6K -1,059 -8%
RIM
618
Regent Investment Management
Kentucky
$1.02M – – –
BSW
619
Buckingham Strategic Wealth
Missouri
$1.01M -$116K -1,413 -10%
BCM
620
Bluefin Capital Management
New York
$1M +$569K +7,226 +132%
ACA
621
Anchor Capital Advisors
Massachusetts
$999K – – –
CA
622
Cetera Advisors
Colorado
$989K -$11K -135 -1%
VCAM
623
Van Cleef Asset Management
Ohio
$988K +$43.8K +536 +5%
WAM
624
Wolverine Asset Management
Illinois
$986K +$986K +12,068 New
NSAM
625
North Star Asset Management
Wisconsin
$978K – – –
23 24
25
26 27