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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 %
EB
676
Eastern Bank
Massachusetts
$625K -$99.2K -1,317 -14%
LOM
677
Loeb Offshore Management
New York
$623K -$718K -9,534 -54%
NCMW
678
Northern Capital Management (Wisconsin)
Wisconsin
$621K +$621K +8,250 New
JT
679
Jump Trading
Illinois
$618K +$187K +2,481 +43%
MFS
680
MSI Financial Services
Massachusetts
$617K +$180K +2,385 +41%
GIS
681
Guardian Investor Services
New York
$614K -$1.81K -24 -0.3%
HFS
682
HL Financial Services
Kentucky
$603K -$127K -1,687 -17%
KT
683
Kanaly Trust
Texas
$598K +$598K +7,938 New
TCOT
684
Trust Company of Toledo
Ohio
$597K – – –
GLA
685
Great Lakes Advisors
Illinois
$596K -$633K -8,399 -52%
TRCT
686
Tower Research Capital (TRC)
New York
$592K +$551K +7,318 +1,345%
PVWM
687
Point View Wealth Management
New Jersey
$591K +$591K +7,843 New
VFS
688
VSR Financial Services
Kansas
$586K -$64.9K -861 -10%
HIM
689
Hermes Investment Management
United Kingdom
$580K – – –
WIL
690
Winifred I. Li
$577K +$577K +7,665 New
DA
691
Dunvegan Associates
California
$573K – – –
SCM
692
Shelton Capital Management
Colorado
$572K – – –
SCCM
693
Schafer Cullen Capital Management
New York
$572K – – –
FCH
694
Freestone Capital Holdings
Washington
$564K +$144K +1,912 +34%
WP
695
WMS Partners
Maryland
$562K +$562K +7,468 New
WTNA
696
Wilmington Trust National Association
Delaware
$557K -$12.9K -172 -2%
CIA
697
Capital Investment Advisors
Georgia
$544K +$544K +7,218 New
NIM
698
NuWave Investment Management
New Jersey
$540K +$504K +6,705 +1,415%
BAM
699
Berkshire Asset Management
Pennsylvania
$536K +$536K +7,120 New
JIM
700
Jensen Investment Management
Oregon
$535K +$75.2K +1,000 +16%
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