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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 %
CHAM
651
Clear Harbor Asset Management
Connecticut
$753K – – –
LTFS
652
Ladenburg Thalmann Financial Services
Florida
$753K +$91.9K +1,223 +14%
FTIOP
653
Fiduciary Trust International of Pennsylvania
Pennsylvania
$749K +$30.1K +400 +4%
ANBT
654
American National Bank & Trust
Texas
$746K -$5.12K -68 -0.7%
WPIC
655
White Pine Investment Company
Michigan
$745K +$6.4K +85 +0.9%
MCM
656
Manchester Capital Management
Vermont
$742K – – –
JA
657
JLB & Associates
Michigan
$734K – – –
FC
658
FIC Capital
New York
$727K -$3.09K -41 -0.4%
EFS
659
Essex Financial Services
Connecticut
$717K +$16.9K +225 +2%
FNT
660
First National Trust
Pennsylvania
$717K +$20.6K +274 +3%
ANRIA
661
American National Registered Investment Advisor
Texas
$708K -$3.39K -45 -0.5%
ACI
662
Advance Capital I
Michigan
$706K – – –
PNC
663
Park National Corp
Ohio
$691K +$11.9K +158 +2%
Envestnet Asset Management
664
Envestnet Asset Management
Illinois
$689K -$10.3K -137 -1%
MNBTD
665
Moody National Bank Trust Division
Texas
$689K -$3.39K -45 -0.5%
JG
666
Jefferies Group
New York
$683K +$235K +3,124 +53%
CA
667
Cornerstone Advisors
North Carolina
$678K +$678K +9,000 New
PAG
668
Private Advisor Group
New Jersey
$672K +$672K +8,924 New
AC
669
Addenda Capital
Quebec, Canada
$668K +$268K +3,635 +67%
LPT
670
Legacy Private Trust
Wisconsin
$667K +$5.87K +78 +0.9%
OWD
671
Osborn Williams & Donohoe
Ohio
$663K – – –
DWT
672
Dorsey & Whitney Trust
South Dakota
$663K +$217K +2,878 +49%
MC
673
Middleton & Co
Massachusetts
$660K – – –
FNBT
674
FineMark National Bank & Trust
Florida
$645K +$203K +2,706 +46%
FT
675
Fiduciary Trust
Massachusetts
$627K – – –
25 26
27
28 29