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UnitedHealth
UNH

Overview Fund Activity

1,203 hedge funds and large institutions have $97.4B invested in UnitedHealth in 2015 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 482 increasing their positions, 451 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+5
Holders Change %
+0.42%
% of All Funds
33.62%
Holding in Top 10
99
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.98%
% of All Funds
2.77%
New
88
Increased
482
Reduced
451
Closed
74
Calls
$996M
Puts
$777M
Net Calls
+$219M
Net Calls Change
+$324M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$762M
2
Bank of America
Bank of America
North Carolina
+$476M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$390M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$291M
5
Citadel Advisors
Citadel Advisors
Florida
+$181M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$420M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$395M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$213M
4
ClearBridge Investments
ClearBridge Investments
New York
-$151M
5
DSA
Davis Selected Advisers
Arizona
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
601
Donaldson Capital Management
Indiana
$2.4M +$63.8K +550 +3%
BWA
602
Burt Wealth Advisors
Maryland
$2.4M – – –
RIG
603
Roosevelt Investment Group
New York
$2.38M +$754K +6,500 +46%
CS
604
Cannell & Spears
New York
$2.38M – – –
CI
605
Constellation Investments
Ohio
$2.38M – – –
BCA
606
Bray Capital Advisors
Florida
$2.38M -$108K -934 -4%
NCM
607
Narwhal Capital Management
Georgia
$2.37M -$12.8K -110 -0.5%
AFWA
608
Ancora Family Wealth Advisors
Ohio
$2.37M +$2.37M +20,393 New
SAM
609
Symphony Asset Management
California
$2.34M +$195K +1,681 +9%
FA
610
FDx Advisors
Illinois
$2.33M +$228K +1,962 +11%
ARC
611
Absolute Return Capital
Massachusetts
$2.33M -$16.2M -139,369 -87%
PAI
612
Pittenger & Anderson Inc
Nebraska
$2.32M +$305K +2,630 +15%
DC
613
Davenport & Co
Virginia
$2.28M +$69K +595 +3%
SI
614
SII Investments
Wisconsin
$2.27M +$430K +3,709 +23%
Millennium Management
615
Millennium Management
New York
$2.26M -$61.1M -526,962 -96%
GJIC
616
Gamble Jones Investment Counsel
California
$2.26M -$274K -2,359 -11%
MAM
617
Mastrapasqua Asset Management
Tennessee
$2.26M +$2.26M +19,435 New
BOTW
618
Bank of the West
California
$2.25M +$376K +3,242 +20%
WJA
619
Williams Jones & Associates
New York
$2.23M +$39.2K +338 +2%
PCTC
620
Perkins Coie Trust Company
Washington
$2.22M -$15.4K -133 -0.7%
JFGIW
621
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.22M +$691K +5,961 +45%
FCM
622
Frontier Capital Management
Massachusetts
$2.15M -$697K -6,013 -24%
SAM
623
Strategy Asset Managers
California
$2.12M +$2.12M +18,245 New
GLA
624
Great Lakes Advisors
Illinois
$2.12M +$1.13M +9,718 +114%
FNBT
625
FineMark National Bank & Trust
Florida
$2.11M +$1.39M +12,027 +194%
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