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UnitedHealth
UNH

Overview Fund Activity

961 hedge funds and large institutions have $72.3B invested in UnitedHealth in 2014 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 406 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+7
Holders Change %
+0.73%
% of All Funds
27.64%
Holding in Top 10
40
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16.67%
% of All Funds
1.15%
New
64
Increased
343
Reduced
406
Closed
49
Calls
$409M
Puts
$331M
Net Calls
+$77.4M
Net Calls Change
-$116M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$658M
2
Dodge & Cox
Dodge & Cox
California
+$283M
3
IC
Institutional Capital
Illinois
+$258M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$249M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$225M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$435M
2
PI
Putnam Investments
Massachusetts
-$289M
3
IIS
Ignis Investment Services
United Kingdom
-$228M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$182M
5
O
OppenheimerFunds
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
651
MYCIO Wealth Partners
Pennsylvania
$841K – – –
IHL
652
Investment House LLC
California
$838K +$16.4K +200 +2%
Capstone Investment Advisors
653
Capstone Investment Advisors
New York
$834K +$834K +10,206 New
ANBT
654
American National Bank & Trust
Texas
$830K -$9.97K -122 -1%
EHWM
655
Eads & Heald Wealth Management
Georgia
$830K -$5.48K -67 -0.7%
SC
656
Scotia Capital
Ontario, Canada
$828K -$948K -11,590 -53%
FTIOP
657
Fiduciary Trust International of Pennsylvania
Pennsylvania
$827K +$5.72K +70 +0.7%
LMAM
658
Legg Mason Asset Management
Japan
$826K -$73.6K -900 -8%
BAC
659
Boys Arnold & Co
North Carolina
$821K -$56.4K -690 -6%
NES
660
New England Securities
New York
$814K -$293K -3,591 -26%
WPIC
661
White Pine Investment Company
Michigan
$809K – – –
KIA
662
KCM Investment Advisors
California
$808K -$1.27M -15,520 -61%
CLOS
663
Compagnie Lombard Odier SCmA
Switzerland
$807K -$87K -1,064 -10%
LOAMS
664
Lombard Odier Asset Management (Switzerland)
Switzerland
$804K +$804K +9,866 New
NFC
665
Northeast Financial Consultants
Connecticut
$802K – – –
FNT
666
First National Trust
Pennsylvania
$797K -$2.45K -30 -0.3%
WRM
667
Westport Resources Management
Connecticut
$795K -$72.3K -884 -8%
PCM
668
Prelude Capital Management
New York
$791K -$182K -2,232 -19%
CIA
669
Covington Investment Advisors
Pennsylvania
$790K -$61.3K -750 -7%
ANRIA
670
American National Registered Investment Advisor
Texas
$768K – – –
FNBT
671
FineMark National Bank & Trust
Florida
$752K +$43.2K +528 +6%
FC
672
FIC Capital
New York
$749K -$831K -10,161 -53%
MC
673
Middleton & Co
Massachusetts
$749K +$32.7K +400 +5%
MNBTD
674
Moody National Bank Trust Division
Texas
$748K – – –
PNC
675
Park National Corp
Ohio
$746K -$29K -355 -4%
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