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UnitedHealth
UNH

Overview Fund Activity

1,108 hedge funds and large institutions have $86.1B invested in UnitedHealth in 2014 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 351 increasing their positions, 424 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,108
Holders Change
+136
Holders Change %
+13.99%
% of All Funds
29.57%
Holding in Top 10
70
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+42.86%
% of All Funds
1.87%
New
193
Increased
351
Reduced
424
Closed
45
Calls
$417M
Puts
$625M
Net Calls
-$208M
Net Calls Change
-$119M

Top Buyers

1
MCM
Marsico Capital Management
Colorado
$256M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$430M
3
Ameriprise
Ameriprise
Minnesota
$338M
4
JIM
Jensen Investment Management
Oregon
$136M
5
State Street
State Street
Massachusetts
$4.72B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.03B
2
Invesco
Invesco
Georgia
$720M
3
Lazard Asset Management
Lazard Asset Management
New York
$191M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.69B
5
DSA
Davis Selected Advisers
Arizona
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
WPIC
701
White Pine Investment Company
Michigan
$966K -$26.3K -260 -3%
FFBTD
702
First Financial Bank - Trust Division
Ohio
$964K -$82.5K -816 -8%
KIA
703
KCM Investment Advisors
California
$960K -$308K -3,047 -24%
MNBTD
704
Moody National Bank Trust Division
Texas
$951K -$5.05K -50 -0.5%
ANRIA
705
American National Registered Investment Advisor
Texas
$938K -$8.09K -80 -0.9%
CAN
706
Cetera Advisor Networks
California
$929K +$94.5K +937 +11%
PNC
707
Park National Corp
Ohio
$927K +$7.48K +74 +0.8%
FC
708
FIC Capital
New York
$926K – – –
EHWM
709
Eads & Heald Wealth Management
Georgia
$924K -$96K -950 -9%
CSIC
710
Clifford Swan Investment Counsel
California
$910K -$333K -3,300 -27%
CA
711
Cornerstone Advisors
North Carolina
$910K – – –
BW
712
Bison Wealth
Georgia
$906K +$906K +8,963 New
HIM
713
Hermes Investment Management
United Kingdom
$904K +$126K +1,243 +16%
OWD
714
Osborn Williams & Donohoe
Ohio
$890K – – –
TSW
715
Thompson Siegel & Walmsley
Virginia
$889K -$302K -2,985 -25%
PCM
716
Prelude Capital Management
New York
$888K +$459K +4,542 +107%
P
717
Pitcairn
Pennsylvania
$886K -$202 -2 -0%
FNBT
718
FineMark National Bank & Trust
Florida
$881K -$48.6K -481 -5%
GA
719
Geneva Advisors
Illinois
$876K +$13.9K +137 +2%
AI
720
Atria Investments
North Carolina
$876K +$53K +524 +6%
FT
721
Fiduciary Trust
Massachusetts
$876K +$172K +1,700 +24%
EPM
722
Equitec Proprietary Markets
Illinois
$876K +$876K +8,665 New
NIT
723
NumerixS Investment Technologies
British Columbia, Canada
$875K +$875K +8,658 New
CAS
724
Cue Advisory Services
Arizona
$874K +$874K +8,646 New
NCMW
725
Northern Capital Management (Wisconsin)
Wisconsin
$864K – – –
27 28
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