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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 %
CIBC World Market
701
CIBC World Market
Ontario, Canada
$534K -$373K -4,950 -41%
BCI
702
Brinker Capital Investments
Pennsylvania
$532K +$60.6K +805 +13%
SCM
703
Southport Capital Management
Tennessee
$525K +$177K +2,350 +51%
EA
704
Emerald Advisers
Pennsylvania
$523K +$37.4K +497 +8%
CP
705
Cumberland Partners
Ontario, Canada
$520K – – –
BC
706
Banced Corp
Illinois
$516K -$50.4K -670 -9%
KFS
707
KMS Financial Services
Washington
$515K -$25.8K -343 -5%
ATC
708
Argent Trust Company
Louisiana
$504K -$32.6K -433 -6%
LCM
709
LVM Capital Management
Michigan
$500K – – –
AA
710
ALPS Advisors
Colorado
$491K +$238K +3,290 +94%
MIC
711
MU Investments Company
Japan
$490K -$12K -160 -2%
MCM
712
McKinley Capital Management
Alaska
$486K +$486K +6,452 New
CAM
713
CMT Asset Management
Illinois
$485K -$943K -12,521 -66%
NAMA
714
Nikko Asset Management Americas
New York
$479K -$501K -6,700 -51%
BFS
715
Bradley Foster & Sargent
Connecticut
$479K -$40.7K -540 -8%
TIM
716
Tortoise Investment Management
New York
$479K – – –
WA
717
WFG Advisors
Texas
$479K +$6.26K +83 +1%
HRIA
718
Haberer Registered Investment Advisor
Ohio
$473K -$7.53K -100 -2%
EGA
719
E&G Advisors
Texas
$469K +$469K +6,225 New
MWR
720
McAdams Wright Ragen
Washington
$467K +$235K +3,125 +101%
GG
721
Gofen & Glossberg
Illinois
$464K -$3.76K -50 -0.8%
CWM
722
Concert Wealth Management
California
$447K +$8.61K +115 +2%
FTI
723
Fiduciary Trust International
Massachusetts
$439K -$143K -1,897 -25%
GIA
724
GHP Investment Advisors
Colorado
$439K +$75 +1 +0%
FM
725
Foster & Motley
Ohio
$438K -$183K -2,424 -29%
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