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UnitedHealth
UNH

Overview Fund Activity

1,203 hedge funds and large institutions have $97.4B invested in UnitedHealth in 2015 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 482 increasing their positions, 451 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+5
Holders Change %
+0.42%
% of All Funds
33.62%
Holding in Top 10
99
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.98%
% of All Funds
2.77%
New
88
Increased
482
Reduced
451
Closed
74
Calls
$996M
Puts
$777M
Net Calls
+$219M
Net Calls Change
+$324M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$762M
2
Bank of America
Bank of America
North Carolina
+$476M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$390M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$291M
5
Citadel Advisors
Citadel Advisors
Florida
+$181M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$420M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$395M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$213M
4
ClearBridge Investments
ClearBridge Investments
New York
-$151M
5
DSA
Davis Selected Advisers
Arizona
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
701
Trust Investment Advisors
Indiana
$1.43M -$63.8K -550 -4%
SCM
702
Southport Capital Management
Tennessee
$1.42M +$142K +1,226 +11%
RIM
703
Regent Investment Management
Kentucky
$1.42M – – –
ACA
704
Anchor Capital Advisors
Massachusetts
$1.41M – – –
AIA
705
AIMZ Investment Advisors
California
$1.39M +$116 +1 +0%
PCM
706
Princeton Capital Management
New Jersey
$1.37M -$241K -2,080 -15%
IFS
707
Ifrah Financial Services
Arkansas
$1.37M -$22K -190 -2%
TSWM
708
Triangle Securities Wealth Management
North Carolina
$1.36M -$30.7K -265 -2%
RFA
709
Reilly Financial Advisors
California
$1.36M +$93.4K +805 +7%
DAM
710
Deltec Asset Management
New York
$1.36M +$1.36M +11,700 New
HC
711
HHG & Company
Connecticut
$1.36M +$45.2K +390 +3%
MMPW
712
Mitchell McLeod Pugh & Williams
Alabama
$1.35M – – –
SSB
713
Sandy Spring Bank
Maryland
$1.34M – – –
NSAM
714
North Star Asset Management
Wisconsin
$1.34M – – –
MMG
715
Monetary Management Group
Missouri
$1.34M -$81.2K -700 -6%
NONA
716
Ninety One North America
New York
$1.32M +$35.5K +306 +3%
CICI
717
Capital Investment Counsel Inc
North Carolina
$1.31M -$2.67K -23 -0.2%
CAN
718
Cetera Advisor Networks
California
$1.31M +$216K +1,860 +20%
SAM
719
Silvercrest Asset Management
New York
$1.29M – – –
DIA
720
Dean Investment Associates
Ohio
$1.29M -$70.6K -609 -5%
FTIOP
721
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.29M -$58.1K -501 -4%
HCA
722
Harbour Capital Advisors
Virginia
$1.28M +$4.64K +40 +0.4%
MFS
723
MSI Financial Services
Massachusetts
$1.28M -$61.2K -528 -5%
CWA
724
Cypress Wealth Advisors
California
$1.28M +$1.74K +15 +0.1%
CIG
725
Consolidated Investment Group
Colorado
$1.25M – – –
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