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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 %
SCM
626
Siphron Capital Management
California
$973K -$1M -12,260 -51%
CICI
627
Capital Investment Counsel Inc
North Carolina
$969K – – –
BPBT
628
Boston Private Bank & Trust
Massachusetts
$965K -$241K -2,948 -20%
TSW
629
Thompson Siegel & Walmsley
Virginia
$963K -$2.52M -30,800 -72%
CFS
630
Community Financial System
New York
$962K -$38.8K -475 -4%
LNWWM
631
Laird Norton Wetherby Wealth Management
California
$957K -$52.7K -645 -5%
Creative Planning
632
Creative Planning
Kansas
$953K -$76.7K -938 -7%
SI
633
Stephens Inc
Arkansas
$941K -$53.7K -657 -5%
B
634
Bailard
California
$934K -$99.3K -1,215 -10%
PAG
635
Private Advisor Group
New Jersey
$925K -$23.8K -291 -3%
IIM
636
Intact Investment Management
Quebec, Canada
$924K – – –
FFC
637
First Financial Corp
Indiana
$906K -$164K -2,000 -15%
RC
638
Roundview Capital
New Jersey
$904K +$85K +1,040 +10%
BCM
639
Beck Capital Management
Texas
$903K -$37.9K -464 -4%
ACM
640
Avalon Capital Management
California
$900K -$1.64K -20 -0.2%
CNAM
641
Campbell Newman Asset Management
Wisconsin
$894K -$65K -795 -7%
AI
642
Atria Investments
North Carolina
$893K +$181K +2,213 +25%
FFBTD
643
First Financial Bank - Trust Division
Ohio
$871K -$6.95K -85 -0.8%
CCA
644
Catalyst Capital Advisors
New York
$871K – – –
VFA
645
Virtus Fund Advisers
Connecticut
$870K +$870K +10,640 New
FNBOO
646
First National Bank of Omaha
Nebraska
$865K -$411K -5,025 -32%
MCM
647
Manchester Capital Management
Vermont
$855K +$49.4K +604 +6%
GCP
648
GSA Capital Partners
United Kingdom
$850K +$850K +10,396 New
TCMG
649
TSP Capital Management Group
New Jersey
$850K +$850K +10,400 New
WFM
650
Wilmington Funds Management
Delaware
$844K -$1.15M -14,105 -58%
24 25
26
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