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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 %
IAS
701
IMA Advisory Services
Colorado
$391K +$391K +5,462 New
WIS
702
Wright Investors Service
Connecticut
$390K -$1.22K -17 -0.3%
GA
703
Geneva Advisors
Illinois
$390K +$2.65K +37 +0.7%
AC
704
Addenda Capital
Quebec, Canada
$389K +$9.31K +130 +2%
VWM
705
Vector Wealth Management
Minnesota
$373K +$644 +9 +0.2%
SFSG
706
Stearns Financial Services Group
North Carolina
$373K +$1.15K +16 +0.3%
JFGIW
707
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$373K +$47.3K +660 +15%
FMLI
708
Fukoku Mutual Life Insurance
Japan
$365K – – –
RCAG
709
Rehmann Capital Advisory Group
Michigan
$364K -$35.3K -493 -9%
CFB
710
Cullen/Frost Bankers
Texas
$362K -$12.8K -179 -3%
Diamond Hill Capital Management
711
Diamond Hill Capital Management
Ohio
$357K -$6M -83,793 -94%
AWA
712
AmeriServ Wealth Advisors
Pennsylvania
$352K – – –
MCM
713
Matarin Capital Management
New York
$348K – – –
SAMC
714
Shinko Asset Management Company
Japan
$344K -$21.5K -300 -6%
DVM
715
Dreman Value Management
Florida
$344K +$344K +4,800 New
CWP
716
Capital Wealth Planning
Florida
$341K +$341K +4,765 New
Verition Fund Management
717
Verition Fund Management
Connecticut
$340K -$195K -2,719 -36%
SC
718
Saturna Capital
Washington
$339K – – –
SCM
719
Southport Capital Management
Tennessee
$331K -$456K -6,362 -58%
CCMG
720
Clark Capital Management Group
Pennsylvania
$325K +$325K +4,535 New
FB
721
Fulton Bank
Pennsylvania
$324K – – –
RBC
722
Ronald Blue & Co
Georgia
$317K +$246K +3,438 +349%
JIC
723
Johnson Investment Counsel
Ohio
$312K -$27.8K -388 -8%
SCIA
724
Sanibel Captiva Investment Advisers
Illinois
$310K -$47.2K -660 -13%
FCH
725
Freestone Capital Holdings
Washington
$310K +$310K +5,575 New
27 28
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