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UnitedHealth
UNH

Overview Fund Activity

954 hedge funds and large institutions have $72.9B invested in UnitedHealth in 2014 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 342 increasing their positions, 395 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
954
Holders Change
+8
Holders Change %
+0.85%
% of All Funds
27.57%
Holding in Top 10
48
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+50%
% of All Funds
1.39%
New
84
Increased
342
Reduced
395
Closed
63
Calls
$447M
Puts
$254M
Net Calls
+$193M
Net Calls Change
+$360M

Top Buyers

1
IIS
Ignis Investment Services
United Kingdom
+$491M
2
LP
Longview Partners
Guernsey
+$476M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$462M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$416M
5
FMI
Fiduciary Management Inc
Wisconsin
+$395M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$836M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$389M
3
State Street
State Street
Massachusetts
-$181M
4
UBS AM
UBS AM
Illinois
-$178M
5
Boston Partners
Boston Partners
Massachusetts
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
EHWM
651
Eads & Heald Wealth Management
Georgia
$838K -$52.5K -640 -6%
FTIOP
652
Fiduciary Trust International of Pennsylvania
Pennsylvania
$824K +$8.2K +100 +1%
IHL
653
Investment House LLC
California
$823K – – –
RC
654
Roundview Capital
New Jersey
$822K – – –
WPIC
655
White Pine Investment Company
Michigan
$812K – – –
MCM
656
Manchester Capital Management
Vermont
$808K – – –
NFC
657
Northeast Financial Consultants
Connecticut
$805K +$805K +9,815 New
FNT
658
First National Trust
Pennsylvania
$801K +$20.2K +246 +3%
EFS
659
Essex Financial Services
Connecticut
$779K -$2.3K -28 -0.3%
PNC
660
Park National Corp
Ohio
$777K +$24.8K +302 +3%
ANRIA
661
American National Registered Investment Advisor
Texas
$771K – – –
WTIM
662
Wilmington Trust Investment Management
Delaware
$766K -$689K -8,400 -47%
Citadel Advisors
663
Citadel Advisors
Florida
$760K -$1.45M -17,717 -66%
SIM
664
SSI Investment Management
California
$758K -$1.09M -13,346 -59%
MNBTD
665
Moody National Bank Trust Division
Texas
$751K – – –
HCM
666
Hollencrest Capital Management
California
$750K +$750K +9,148 New
CA
667
Cornerstone Advisors
North Carolina
$738K – – –
P
668
Pitcairn
Pennsylvania
$728K -$141K -1,716 -16%
OWD
669
Osborn Williams & Donohoe
Ohio
$722K – – –
MC
670
Middleton & Co
Massachusetts
$719K – – –
AI
671
Atria Investments
North Carolina
$715K -$162K -1,972 -18%
LPT
672
Legacy Private Trust
Wisconsin
$714K -$12.7K -155 -2%
FNBT
673
FineMark National Bank & Trust
Florida
$711K +$6.98K +85 +1%
NCMW
674
Northern Capital Management (Wisconsin)
Wisconsin
$701K +$24.6K +300 +4%
NBC
675
Neuberger Berman Canada
Ontario, Canada
$697K -$2.41M -29,400 -78%
25 26
27
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