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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 %
FT
651
Fiduciary Trust
Massachusetts
$596K -$16.1K -225 -3%
FM
652
Foster & Motley
Ohio
$590K -$37.4K -522 -6%
AAS
653
Annex Advisory Services
Wisconsin
$589K -$37.8K -528 -6%
ZIM
654
Zacks Investment Management
Illinois
$588K -$52K -725 -8%
GIS
655
Guardian Investor Services
New York
$585K -$11K -154 -2%
CONA
656
Capital One National Association
New York
$584K +$1.86K +26 +0.3%
PIP
657
Palisades Investment Partners
California
$583K – – –
TCOT
658
Trust Company of Toledo
Ohio
$567K -$12K -168 -2%
FTI
659
Fiduciary Trust International
Massachusetts
$554K +$157K +2,196 +40%
HIM
660
Hermes Investment Management
United Kingdom
$551K – – –
DA
661
Dunvegan Associates
California
$545K +$1.36K +19 +0.3%
SCM
662
Shelton Capital Management
Colorado
$544K -$179K -2,500 -25%
SCCM
663
Schafer Cullen Capital Management
New York
$544K – – –
WTNA
664
Wilmington Trust National Association
Delaware
$542K -$479K -6,690 -47%
RP
665
Riverbridge Partners
Minnesota
$541K -$15.4K -215 -3%
BC
666
Banced Corp
Illinois
$539K -$2.01K -28 -0.4%
MCM
667
Murphy Capital Management
New Jersey
$527K +$87K +1,217 +20%
KFS
668
KMS Financial Services
Washington
$514K -$47.8K -668 -9%
ATC
669
Argent Trust Company
Louisiana
$510K -$5.37K -75 -1%
HMS
670
Hanseatic Management Services
New Mexico
$510K +$510K +7,120 New
SFSIG
671
San Francisco Sentry Investment Group
California
$508K +$10.7K +150 +2%
LG
672
Laidlaw Group
New York
$501K – – –
CCA
673
Cobblestone Capital Advisors
New York
$496K -$2.83M -39,448 -85%
CP
674
Cumberland Partners
Ontario, Canada
$494K -$122K -1,700 -20%
BFS
675
Bradley Foster & Sargent
Connecticut
$494K +$96.9K +1,353 +24%
25 26
27
28 29