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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 %
VCAM
626
Van Cleef Asset Management
Ohio
$883K – – –
CFS
627
Community Financial System
New York
$871K +$4.9K +65 +0.6%
BAC
628
Boys Arnold & Co
North Carolina
$861K +$22.2K +295 +3%
GF
629
Gerstein Fisher
New York
$854K +$443K +5,881 +108%
IIM
630
Intact Investment Management
Quebec, Canada
$851K – – –
OC
631
Oppenheimer & Co
New York
$850K +$14.2K +188 +2%
SCM
632
Schnieders Capital Management
California
$847K +$847K +11,250 New
FFBTD
633
First Financial Bank - Trust Division
Ohio
$833K -$249K -3,305 -23%
BCM
634
Beck Capital Management
Texas
$826K +$826K +11,591 New
EHWM
635
Eads & Heald Wealth Management
Georgia
$817K -$48.5K -645 -6%
CA
636
Cetera Advisors
Colorado
$814K -$656K -8,710 -45%
AI
637
Atria Investments
North Carolina
$805K +$59.1K +785 +8%
CCA
638
Catalyst Capital Advisors
New York
$802K – – –
P
639
Pitcairn
Pennsylvania
$798K -$555K -7,364 -41%
WRM
640
Westport Resources Management
Connecticut
$798K +$10.5K +140 +1%
PAAMCP
641
Pacific Alternative Asset Management Company (PAAMCO)
California
$780K +$780K +10,357 New
MWP
642
MYCIO Wealth Partners
Pennsylvania
$775K – – –
TCMG
643
TSP Capital Management Group
New Jersey
$774K -$750K – –
CIA
644
Covington Investment Advisors
Pennsylvania
$772K +$39.9K +530 +5%
BBNB
645
Baker Boyer National Bank
Washington
$766K +$536K +7,120 +233%
IHL
646
Investment House LLC
California
$757K – – –
RC
647
Roundview Capital
New Jersey
$755K -$22.6K -300 -3%
ACM
648
Avalon Capital Management
California
$755K – – –
SMU
649
Signet Management USA
Virginia
$755K +$755K +10,033 New
LIA
650
LS Investment Advisors
Michigan
$753K -$11.1M -147,867 -94%
24 25
26
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