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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 %
EOJOAM
626
E. Ohman J:or Asset Management
Sweden
$2.1M -$139K -1,200 -6%
SIM
627
Sterling Investment Management
Arizona
$2.08M -$22K -190 -1%
AIP
628
Ameritas Investment Partners
Nebraska
$2.08M +$11.7K +101 +0.6%
VAM
629
Visium Asset Management
New York
$2.08M +$130K +1,121 +7%
AIM
630
AMI Investment Management
Indiana
$2.07M -$14.5K -125 -0.7%
SAM
631
Smithbridge Asset Management
Pennsylvania
$2.07M +$371K +3,200 +22%
AP
632
AHL Partners
United Kingdom
$2.06M -$7M -60,369 -77%
AWM
633
Altavista Wealth Management
North Carolina
$2.02M +$36.4K +314 +2%
MFIMFI
634
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.01M -$6.15K -53 -0.3%
PAM
635
PartnerRe Asset Management
Connecticut
$2M +$7.42K +64 +0.4%
OA
636
Oak Associates
Ohio
$1.98M +$186K +1,600 +10%
HPCM
637
High Pointe Capital Management
Illinois
$1.98M +$33.7K +290 +2%
DDC
638
Daniel Devine & Co
Florida
$1.98M +$1.98M +17,065 New
CWP
639
Capital Wealth Planning
Florida
$1.98M +$524K +4,490 +36%
MFS
640
Monetta Financial Services
Illinois
$1.97M – – –
SWP
641
Stratos Wealth Partners
Ohio
$1.96M +$756K +6,514 +63%
FAM
642
Fortaleza Asset Management
Illinois
$1.96M +$1.96M +16,910 New
EIM
643
Essex Investment Management
Massachusetts
$1.96M – – –
NFG
644
NewFocus Financial Group
Washington
$1.95M -$1.18M -15,061 -38%
ACI
645
Alpha Cubed Investments
California
$1.94M -$68.3K -580 -3%
DPIM
646
Duff & Phelps Investment Management
Illinois
$1.91M -$78.9K -680 -4%
W
647
Wealthfront
California
$1.89M +$542K +4,670 +40%
SLG
648
Stanley-Laman Group
Pennsylvania
$1.88M +$317K +2,728 +20%
VCAM
649
Van Cleef Asset Management
Ohio
$1.84M – – –
RFS
650
Rockefeller Financial Services
New York
$1.84M -$705K -6,077 -28%
24 25
26
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