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UnitedHealth
UNH

Overview Fund Activity

1,203 hedge funds and large institutions have $97.4B invested in UnitedHealth in 2015 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 482 increasing their positions, 451 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+5
Holders Change %
+0.42%
% of All Funds
33.62%
Holding in Top 10
99
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.98%
% of All Funds
2.77%
New
88
Increased
482
Reduced
451
Closed
74
Calls
$996M
Puts
$777M
Net Calls
+$219M
Net Calls Change
+$324M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$762M
2
Bank of America
Bank of America
North Carolina
+$476M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$390M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$291M
5
Citadel Advisors
Citadel Advisors
Florida
+$181M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$420M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$395M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$213M
4
ClearBridge Investments
ClearBridge Investments
New York
-$151M
5
DSA
Davis Selected Advisers
Arizona
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIS
676
Wright Investors Service
Connecticut
$1.6M +$882K +7,603 +122%
LNWWM
677
Laird Norton Wetherby Wealth Management
California
$1.59M +$66.5K +573 +4%
USGIU
678
U.S. Global Investors (USGI)
Texas
$1.58M +$1.29M +11,100 +444%
BCCM
679
Blue Clay Capital Management
Minnesota
$1.58M -$290K -2,500 -16%
BTNA
680
Bremer Trust National Association
Minnesota
$1.58M +$69.4K +598 +5%
CO
681
Caldwell & Orkin
Georgia
$1.57M -$522K -4,500 -25%
ATC
682
Argent Trust Co
Tennessee
$1.56M +$7.54K +65 +0.5%
WCM
683
Weik Capital Management
Pennsylvania
$1.56M -$4.64K -40 -0.3%
SOAMC
684
Spirit of America Management Corp
New York
$1.56M -$279K -2,400 -15%
MCWS
685
McKinley Carter Wealth Services
West Virginia
$1.55M +$471K +4,057 +44%
PCM
686
Perkins Capital Management
Minnesota
$1.55M – – –
TWI
687
Thomas White International
Illinois
$1.54M -$148K -1,273 -9%
BVDMP
688
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.53M – – –
BHWM
689
Bar Harbor Wealth Management
New Hampshire
$1.51M +$37.5K +323 +3%
1GA
690
1st Global Advisors
Texas
$1.5M -$158K -1,359 -10%
Two Sigma Advisers
691
Two Sigma Advisers
New York
$1.48M +$578K +4,984 +64%
Luther King Capital Management (LKCM)
692
Luther King Capital Management (LKCM)
Texas
$1.48M -$40.6K -350 -3%
WIA
693
Westbourne Investment Advisors
Maryland
$1.47M -$37.7K -325 -2%
CA
694
Cullinan Associates
Kentucky
$1.47M +$1.47M +12,650 New
SKK
695
Shepherd Kaplan Krochuk
Massachusetts
$1.47M -$128K -1,100 -8%
NAM
696
Needelman Asset Management
California
$1.45M – – –
BRWA
697
B. Riley Wealth Advisors
Florida
$1.45M +$429K +3,691 +42%
ACM
698
Aviance Capital Management
Florida
$1.45M +$1.45M +12,457 New
BEC
699
Blue Edge Capital
Virginia
$1.44M -$9.28K -80 -0.6%
WSFS
700
Wilmington Savings Fund Society
Delaware
$1.43M -$141K -1,215 -9%
26 27
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