UNH icon

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 %
QT
676
Quantbot Technologies
New York
$694K +$694K +8,471 New
SCA
677
SAC Capital Advisors
Connecticut
$693K -$5.7M -69,457 -89%
CFA
678
CT Financial Advisors
Pennsylvania
$687K +$687K +5,807 New
FT
679
Fiduciary Trust
Massachusetts
$683K – – –
CNC
680
Citizens & Northern Corp
Pennsylvania
$679K +$679K +8,284 New
GLA
681
Great Lakes Advisors
Illinois
$676K +$27.8K +339 +4%
BBNB
682
Baker Boyer National Bank
Washington
$670K -$164K -2,000 -20%
PVWM
683
Point View Wealth Management
New Jersey
$670K +$26.6K +324 +4%
KT
684
Kanaly Trust
Texas
$667K +$16.3K +199 +3%
VFS
685
VSR Financial Services
Kansas
$646K +$8.12K +99 +1%
CAM
686
CG Asset Management
New York
$640K +$263K +3,200 +70%
GIS
687
Guardian Investor Services
New York
$637K -$31.5K -384 -5%
DVM
688
Dreman Value Management
Florida
$637K +$243K +2,968 +62%
HFS
689
HL Financial Services
Kentucky
$635K -$22K -268 -3%
EB
690
Eastern Bank
Massachusetts
$632K -$47.9K -584 -7%
HIM
691
Hermes Investment Management
United Kingdom
$631K – – –
DA
692
Dunvegan Associates
California
$624K – – –
AA
693
ALPS Advisors
Colorado
$623K +$66.1K +807 +12%
SCM
694
Shelton Capital Management
Colorado
$622K – – –
SIG
695
Schooner Investment Group
Pennsylvania
$615K +$615K +7,500 New
WP
696
WMS Partners
Maryland
$613K – – –
NAMA
697
Nikko Asset Management Americas
New York
$612K +$89.8K +1,100 +17%
WTNA
698
Wilmington Trust National Association
Delaware
$606K – – –
KFS
699
KMS Financial Services
Washington
$598K +$37.3K +455 +7%
JIM
700
Jensen Investment Management
Oregon
$585K +$1.64K +20 +0.3%
26 27
28
29 30