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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 %
PCM
676
Prelude Capital Management
New York
$492K – – –
MIC
677
MU Investments Company
Japan
$482K -$194K -2,700 -29%
Capital Fund Management (CFM)
678
Capital Fund Management (CFM)
France
$480K +$480K +6,704 New
LCM
679
LVM Capital Management
Michigan
$475K -$71.6K -1,000 -13%
EA
680
Emerald Advisers
Pennsylvania
$462K -$72.5K -1,012 -14%
HRIA
681
Haberer Registered Investment Advisor
Ohio
$457K +$63K +879 +16%
TIM
682
Tortoise Investment Management
New York
$456K – – –
Parallax Volatility Advisers
683
Parallax Volatility Advisers
California
$455K +$455K +6,358 New
WA
684
WFG Advisors
Texas
$449K +$50.3K +703 +13%
BCI
685
Brinker Capital Investments
Pennsylvania
$448K +$46K +643 +11%
GG
686
Gofen & Glossberg
Illinois
$445K +$75.2K +1,050 +20%
JIM
687
Jensen Investment Management
Oregon
$438K -$171K -2,391 -28%
JG
688
Jefferies Group
New York
$426K +$64.2K +895 +18%
DWT
689
Dorsey & Whitney Trust
South Dakota
$423K +$201K +2,813 +91%
UR
690
USCA RIA
Texas
$422K -$15.5K -217 -4%
BBHC
691
Brown Brothers Harriman & Co
New York
$421K -$598K -8,354 -59%
FNBT
692
FineMark National Bank & Trust
Florida
$421K -$71.9K -1,003 -15%
CWM
693
Concert Wealth Management
California
$420K -$43K -600 -9%
GIA
694
GHP Investment Advisors
Colorado
$417K +$15.1K +211 +4%
MFS
695
MSI Financial Services
Massachusetts
$416K -$158K -2,210 -28%
JT
696
Jump Trading
Illinois
$410K +$410K +5,728 New
Jane Street
697
Jane Street
New York
$405K +$405K +5,656 New
WSCM
698
Wellington Shields Capital Management
New York
$403K – – –
BDF
699
Balasa Dinverno & Foltz
$399K -$7.66K -107 -2%
GF
700
Gerstein Fisher
New York
$391K -$2.36K -33 -0.6%
26 27
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