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UnitedHealth
UNH

Overview Fund Activity

1,161 hedge funds and large institutions have $99B invested in UnitedHealth in 2015 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 401 increasing their positions, 472 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+53
Holders Change %
+4.78%
% of All Funds
30.97%
Holding in Top 10
103
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+47.14%
% of All Funds
2.75%
New
129
Increased
401
Reduced
472
Closed
63
Calls
$526M
Puts
$560M
Net Calls
-$33.9M
Net Calls Change
+$174M

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$491M
2
BIM
BlackRock Investment Management
Delaware
+$239M
3
Capital World Investors
Capital World Investors
California
+$222M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$153M

Top Sellers

1
IC
Institutional Capital
Illinois
-$495M
2
DSA
Davis Selected Advisers
Arizona
-$371M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$355M
4
Invesco
Invesco
Georgia
-$300M
5
Harris Associates
Harris Associates
Illinois
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
PH
626
Pinnacle Holdings
Oklahoma
$1.85M -$41.8K -353 -2%
OA
627
Oak Associates
Ohio
$1.83M – – –
SI
628
Stephens Inc
Arkansas
$1.83M -$26.7K -226 -1%
RW
629
Rand Wealth
Maryland
$1.83M -$11.8K -100 -0.6%
BHWM
630
Bar Harbor Wealth Management
New Hampshire
$1.82M -$503K -4,258 -22%
DOA
631
D'Orazio & Associates
Virginia
$1.79M – – –
TWI
632
Thomas White International
Illinois
$1.78M -$1.07M -9,020 -37%
SACTSONJ
633
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.78M – – –
ACM
634
Argentus Capital Management
Texas
$1.77M -$625K -5,285 -26%
CBU
635
CIBC Bank USA
Illinois
$1.77M +$49.7K +420 +3%
WJA
636
Williams Jones & Associates
New York
$1.76M – – –
SIG
637
Schooner Investment Group
Pennsylvania
$1.76M -$1.47M -12,500 -45%
AC
638
Addenda Capital
Quebec, Canada
$1.76M +$80.9K +1,023 +5%
PIM
639
Partner Investment Management
California
$1.75M -$2.98M -25,196 -63%
PCM
640
Princeton Capital Management
New Jersey
$1.75M -$250K -2,109 -13%
1GA
641
1st Global Advisors
Texas
$1.72M -$72.6K -614 -4%
CS
642
Cannell & Spears
New York
$1.72M +$97.6K +825 +6%
PAG
643
Private Advisor Group
New Jersey
$1.71M +$85.4K +722 +5%
KC
644
Kingfisher Capital
North Carolina
$1.71M +$12.9K +109 +0.8%
CIA
645
Capital Impact Advisors
Massachusetts
$1.7M +$1.7M +14,396 New
EGA
646
E&G Advisors
Texas
$1.7M +$154K +1,300 +10%
Luther King Capital Management (LKCM)
647
Luther King Capital Management (LKCM)
Texas
$1.66M -$18.3K -155 -1%
AF
648
Arrow Financial
New York
$1.66M -$27.3K -231 -2%
CIM
649
CenturyLink Investment Management
Colorado
$1.66M +$331K +2,800 +25%
SWP
650
Stratos Wealth Partners
Ohio
$1.62M +$42.2K +357 +3%
24 25
26
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