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UnitedHealth
UNH

Overview Fund Activity

878 hedge funds and large institutions have $63B invested in UnitedHealth in 2013 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 279 increasing their positions, 382 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
+25
Holders Change %
+2.93%
% of All Funds
28.48%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
1.27%
New
101
Increased
279
Reduced
382
Closed
68
Calls
$530M
Puts
$362M
Net Calls
+$168M
Net Calls Change
-$186K

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$444M
2
MCM
2
Marsico Capital Management
Colorado
$178M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.82B
4
FMI
4
Fiduciary Management Inc
Wisconsin
$138M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.07B

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$300M
2
EIP
2
Epoch Investment Partners
New York
$235M
3
Bessemer Group
3
Bessemer Group
New Jersey
$1.83M
4
OH
4
Orbis Holdings
Bermuda
$202M
5
PCM
5
PAR Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
726
Tompkins Financial
New York
$306K +$23.6K +330 +8%
AIC
727
Atlantic Investment Company
Georgia
$301K – – –
KL
728
Kinsight LLC
Alabama
$295K – – –
RHBC
729
R.H. Bluestein & Co
Michigan
$294K +$7.17K +100 +3%
WS
730
Wedbush Securities
California
$291K +$29.8K +415 +11%
BAS
731
Brown Advisory Securities
Maryland
$291K +$291K +4,078 New
CCM
732
Check Capital Management
California
$286K -$28.6K -400 -9%
PTC
733
Private Trust Company
Ohio
$284K -$347K -4,848 -55%
HR
734
Howe & Rusling
New York
$282K – – –
HFM
735
Hartford Financial Management
Connecticut
$281K – – –
Connor, Clark & Lunn Investment Management (CC&L)
736
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$280K +$280K +3,800 New
ICAS
737
Investors Capital Advisory Services
Massachusetts
$280K +$280K +3,917 New
BHBT
738
Burke & Herbert Bank & Trust
Virginia
$278K -$19.7K -275 -7%
CAN
739
Cetera Advisor Networks
California
$272K +$27.8K +388 +11%
TCOV
740
Trust Company of Vermont
Vermont
$269K +$7.18K +100 +3%
AW
741
Alpha Windward
Massachusetts
$267K +$1.43K +20 +0.5%
SIC
742
Salem Investment Counselors
North Carolina
$266K – – –
WT
743
Washington Trust
Rhode Island
$266K +$2.51K +35 +1%
AAIM
744
American Assets Investment Management
California
$258K – – –
RMDI
745
R.M. Davis Inc
Maine
$255K +$255K +3,563 New
TAM
746
Tocqueville Asset Management
New York
$254K +$254K +3,552 New
MM
747
Midas Management
New York
$251K – – –
CCG
748
Cypress Capital Group
Florida
$251K – – –
BCM
749
Bourgeon Capital Management
Connecticut
$251K +$251K +3,500 New
AA
750
ALPS Advisors
Colorado
$251K +$251K +3,506 New
28 29
30
31 32