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UnitedHealth
UNH

Overview Fund Activity

1,108 hedge funds and large institutions have $86.1B invested in UnitedHealth in 2014 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 351 increasing their positions, 424 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,108
Holders Change
+136
Holders Change %
+13.99%
% of All Funds
29.57%
Holding in Top 10
70
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+42.86%
% of All Funds
1.87%
New
193
Increased
351
Reduced
424
Closed
45
Calls
$417M
Puts
$625M
Net Calls
-$208M
Net Calls Change
-$119M

Top Buyers

1
MCM
Marsico Capital Management
Colorado
$256M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$430M
3
Ameriprise
Ameriprise
Minnesota
$338M
4
JIM
Jensen Investment Management
Oregon
$136M
5
State Street
State Street
Massachusetts
$4.72B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.03B
2
Invesco
Invesco
Georgia
$720M
3
Lazard Asset Management
Lazard Asset Management
New York
$191M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.69B
5
DSA
Davis Selected Advisers
Arizona
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
651
Monetary Management Group
Missouri
$1.27M -$85.9K -850 -6%
SAM
652
Smithbridge Asset Management
Pennsylvania
$1.25M +$712K +7,050 +133%
LNWWM
653
Laird Norton Wetherby Wealth Management
California
$1.24M +$48.4K +479 +4%
AIA
654
AIMZ Investment Advisors
California
$1.24M +$1.24M +12,244 New
RIM
655
Regent Investment Management
Kentucky
$1.24M – – –
ACA
656
Anchor Capital Advisors
Massachusetts
$1.23M – – –
MMPW
657
Mitchell McLeod Pugh & Williams
Alabama
$1.23M +$1.23M +12,160 New
NSAM
658
North Star Asset Management
Wisconsin
$1.23M +$15.9K +157 +1%
EIM
659
Essex Investment Management
Massachusetts
$1.22M -$404K -4,000 -25%
ATC
660
Argent Trust Co
Tennessee
$1.22M +$1.22M +12,029 New
MFS
661
Monetta Financial Services
Illinois
$1.21M +$1.21M +12,000 New
SCM
662
Southport Capital Management
Tennessee
$1.16M +$351K +3,475 +43%
TIA
663
Trust Investment Advisors
Indiana
$1.16M -$682K -6,750 -37%
BPBT
664
Boston Private Bank & Trust
Massachusetts
$1.15M +$4.75K +47 +0.4%
CICI
665
Capital Investment Counsel Inc
North Carolina
$1.14M -$57.8K -572 -5%
CIM
666
CenturyLink Investment Management
Colorado
$1.13M +$1.13M +11,217 New
B
667
Bailard
California
$1.13M +$10.1K +100 +0.9%
HT
668
HAP Trading
New York
$1.13M +$1.13M +11,140 New
NONA
669
Ninety One North America
New York
$1.12M +$1.12M +11,066 New
RC
670
Roundview Capital
New Jersey
$1.11M -$8.09K -80 -0.7%
BAC
671
Boys Arnold & Co
North Carolina
$1.1M +$97K +960 +10%
WRM
672
Westport Resources Management
Connecticut
$1.1M +$97.4K +964 +10%
SLG
673
Stanley-Laman Group
Pennsylvania
$1.1M +$218K +2,159 +25%
Tudor Investment Corp
674
Tudor Investment Corp
Connecticut
$1.08M +$51.1K +505 +5%
CCA
675
Catalyst Capital Advisors
New York
$1.08M – – –
25 26
27
28 29