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UnitedHealth
UNH

Overview Fund Activity

1,161 hedge funds and large institutions have $99B invested in UnitedHealth in 2015 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 401 increasing their positions, 472 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+53
Holders Change %
+4.78%
% of All Funds
30.97%
Holding in Top 10
103
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+47.14%
% of All Funds
2.75%
New
129
Increased
401
Reduced
472
Closed
63
Calls
$526M
Puts
$560M
Net Calls
-$33.9M
Net Calls Change
+$174M

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$491M
2
BIM
BlackRock Investment Management
Delaware
+$239M
3
Capital World Investors
Capital World Investors
California
+$222M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$153M

Top Sellers

1
IC
Institutional Capital
Illinois
-$495M
2
DSA
Davis Selected Advisers
Arizona
-$371M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$355M
4
Invesco
Invesco
Georgia
-$300M
5
Harris Associates
Harris Associates
Illinois
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
701
Buckingham Strategic Wealth
Missouri
$1.21M +$8.52K +72 +0.7%
MCM
702
Moore Capital Management
New York
$1.2M +$1.2M +10,126 New
CB
703
Community Bank
New York
$1.2M -$35.5K -300 -3%
CCIA
704
Campbell & Co Investment Adviser
Maryland
$1.18M +$1.18M +9,996 New
F
705
FolioMetrix
Nebraska
$1.18M +$1.18M +9,943 New
ACM
706
Apex Capital Management
Ohio
$1.17M +$6.86K +58 +0.6%
NFC
707
Northeast Financial Consultants
Connecticut
$1.16M – – –
OMCS
708
Old Mutual Customised Solutions
South Africa
$1.16M -$721K -6,100 -38%
BCM
709
Beck Capital Management
Texas
$1.15M -$81K -685 -7%
BW
710
Bison Wealth
Georgia
$1.15M +$90.2K +763 +9%
KIA
711
KCM Investment Advisors
California
$1.14M +$17.9K +151 +2%
W
712
Wealthfront
California
$1.14M +$264K +2,230 +30%
FFA
713
First Foundation Advisors
California
$1.14M +$1.14M +9,640 New
FFC
714
First Financial Corp
Indiana
$1.14M – – –
FFBTD
715
First Financial Bank - Trust Division
Ohio
$1.13M -$2.37K -20 -0.2%
PNC
716
Park National Corp
Ohio
$1.12M +$38.8K +328 +4%
SSWM
717
Sheets Smith Wealth Management
North Carolina
$1.12M +$1.12M +9,475 New
BAC
718
Boys Arnold & Co
North Carolina
$1.12M -$172K -1,450 -13%
MNBTD
719
Moody National Bank Trust Division
Texas
$1.11M – – –
CAN
720
Cetera Advisor Networks
California
$1.11M +$20.1K +170 +2%
P
721
Pitcairn
Pennsylvania
$1.1M +$62.5K +528 +6%
ANRIA
722
American National Registered Investment Advisor
Texas
$1.1M -$1.18K -10 -0.1%
KWMG
723
King Wealth Management Group
Florida
$1.09M +$1.09M +9,230 New
PTC
724
Private Trust Company
Ohio
$1.09M +$208K +1,757 +24%
ACP
725
Aviance Capital Partners
Florida
$1.09M -$126K -1,066 -10%
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