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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 %
ANBT
626
American National Bank & Trust
Texas
$714K +$6.23K +87 +0.9%
AI
627
Atria Investments
North Carolina
$709K -$140K -1,962 -17%
MCM
628
Manchester Capital Management
Vermont
$705K -$123K -1,718 -15%
WPIC
629
White Pine Investment Company
Michigan
$702K – – –
JA
630
JLB & Associates
Michigan
$698K – – –
CIA
631
Covington Investment Advisors
Pennsylvania
$696K – – –
HFS
632
HL Financial Services
Kentucky
$695K -$173K -2,415 -20%
FC
633
FIC Capital
New York
$695K – – –
EB
634
Eastern Bank
Massachusetts
$689K +$133K +1,860 +24%
FTIOP
635
Fiduciary Trust International of Pennsylvania
Pennsylvania
$684K +$3.72K +52 +0.5%
ANRIA
636
American National Registered Investment Advisor
Texas
$676K -$30.4K -425 -4%
ACI
637
Advance Capital I
Michigan
$671K – – –
Envestnet Asset Management
638
Envestnet Asset Management
Illinois
$665K +$8.38K +117 +1%
FNT
639
First National Trust
Pennsylvania
$663K +$36.9K +515 +6%
MNBTD
640
Moody National Bank Trust Division
Texas
$658K -$30.4K -425 -4%
PNC
641
Park National Corp
Ohio
$646K – – –
OWD
642
Osborn Williams & Donohoe
Ohio
$631K -$3.8K -53 -0.6%
LPT
643
Legacy Private Trust
Wisconsin
$629K +$12.9K +180 +2%
LTFS
644
Ladenburg Thalmann Financial Services
Florida
$628K -$203K -2,850 -24%
MC
645
Middleton & Co
Massachusetts
$628K +$628K +8,765 New
HPBT
646
High Point Bank & Trust
North Carolina
$621K – – –
VFS
647
VSR Financial Services
Kansas
$619K +$45.7K +638 +8%
MS
648
Madison Scottsdale
Arizona
$616K -$57.3K -800 -9%
HHGA
649
Halbert Hargrove Global Advisors
California
$610K +$32.9K +459 +6%
FMT
650
First Mercantile Trust
Tennessee
$596K -$265K -3,700 -31%
24 25
26
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