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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 %
BAM
701
Berkshire Asset Management
Pennsylvania
$584K – – –
BCI
702
Brinker Capital Investments
Pennsylvania
$574K -$5K -61 -0.9%
SCM
703
Southport Capital Management
Tennessee
$572K – – –
CIA
704
Capital Investment Advisors
Georgia
$568K -$23.9K -292 -4%
BHA
705
Beech Hill Advisors
New York
$567K +$328K +4,000 +137%
CP
706
Cumberland Partners
Ontario, Canada
$566K – – –
CIBC World Market
707
CIBC World Market
Ontario, Canada
$562K -$19.7K -240 -3%
MWR
708
McAdams Wright Ragen
Washington
$559K +$50.4K +615 +10%
ATC
709
Argent Trust Company
Louisiana
$550K +$1.23K +15 +0.2%
ST
710
Spot Trading
Illinois
$526K -$4.33M -52,846 -89%
CCM
711
Check Capital Management
California
$525K +$221K +2,700 +73%
TIM
712
Tortoise Investment Management
New York
$522K – – –
BPCE
713
Bank Pictet & Cie (Europe)
Germany
$518K +$518K +6,320 New
EA
714
Emerald Advisers
Pennsylvania
$509K -$60.7K -740 -11%
DWT
715
Dorsey & Whitney Trust
South Dakota
$508K -$212K -2,583 -29%
JFGIW
716
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$508K +$38.9K +475 +8%
BC
717
Brinker Capital
Pennsylvania
$503K +$503K +6,147 New
BFS
718
Bradley Foster & Sargent
Connecticut
$501K -$20.5K -250 -4%
WJA
719
Williams Jones & Associates
New York
$500K +$492K +6,000 +6,000%
HRIA
720
Haberer Registered Investment Advisor
Ohio
$498K -$16.4K -200 -3%
JG
721
Jefferies Group
New York
$493K -$251K -3,058 -34%
GA
722
Geneva Advisors
Illinois
$486K +$12.3K +150 +3%
GIA
723
GHP Investment Advisors
Colorado
$478K +$82 +1 +0%
UR
724
USCA RIA
Texas
$476K -$741K -9,034 -61%
GG
725
Gofen & Glossberg
Illinois
$476K – – –
27 28
29
30 31