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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 %
EFS
676
Essex Financial Services
Connecticut
$742K -$33.9K -415 -4%
HCM
677
Hollencrest Capital Management
California
$740K -$7.68K -94 -1%
CA
678
Cornerstone Advisors
North Carolina
$736K – – –
OWD
679
Osborn Williams & Donohoe
Ohio
$730K – – –
P
680
Pitcairn
Pennsylvania
$724K -$2.78K -34 -0.4%
MC
681
Moors & Cabot
Massachusetts
$715K +$438K +5,362 +158%
NCMW
682
Northern Capital Management (Wisconsin)
Wisconsin
$699K – – –
SLG
683
Stanley-Laman Group
Pennsylvania
$684K +$684K +8,371 New
HFS
684
HL Financial Services
Kentucky
$674K +$40.6K +496 +6%
BBNB
685
Baker Boyer National Bank
Washington
$668K – – –
PVWM
686
Point View Wealth Management
New Jersey
$667K -$818 -10 -0.1%
Envestnet Asset Management
687
Envestnet Asset Management
Illinois
$656K +$264K +3,231 +67%
GA
688
Geneva Advisors
Illinois
$648K +$163K +2,000 +34%
AA
689
ALPS Advisors
Colorado
$638K +$16.8K +205 +3%
MCM
690
Matarin Capital Management
New York
$637K +$239K +2,926 +60%
HIM
691
Hermes Investment Management
United Kingdom
$629K – – –
DVM
692
Dreman Value Management
Florida
$628K -$6.78K -83 -1%
BAM
693
Berkshire Asset Management
Pennsylvania
$623K +$40.9K +500 +7%
DA
694
Dunvegan Associates
California
$622K – – –
SCM
695
Shelton Capital Management
Colorado
$621K – – –
WTIM
696
Wilmington Trust Investment Management
Delaware
$617K -$147K -1,800 -19%
EB
697
Eastern Bank
Massachusetts
$610K -$20.7K -253 -3%
WP
698
WMS Partners
Maryland
$610K – – –
GIS
699
Guardian Investor Services
New York
$602K -$33.2K -406 -5%
DCM
700
Dynamic Capital Management
Jersey
$598K +$598K +7,309 New
26 27
28
29 30