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UnitedHealth
UNH

Overview Fund Activity

946 hedge funds and large institutions have $65.6B invested in UnitedHealth in 2013 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 341 increasing their positions, 364 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
+68
Holders Change %
+7.74%
% of All Funds
27.48%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.93%
New
125
Increased
341
Reduced
364
Closed
51
Calls
$461M
Puts
$627M
Net Calls
-$166M
Net Calls Change
-$334M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$386M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$341M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$305M
4
FMI
Fiduciary Management Inc
Wisconsin
+$277M
5
ClearBridge Investments
ClearBridge Investments
New York
+$214M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$714M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$300M
3
Boston Partners
Boston Partners
Massachusetts
-$228M
4
WRF
Waddell & Reed Financial
Kansas
-$210M
5
Ameriprise
Ameriprise
Minnesota
-$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
LG
726
Laidlaw Group
New York
$437K -$90.4K -1,200 -17%
GA
727
Geneva Advisors
Illinois
$435K +$25.1K +334 +6%
PL
728
Plancorp LLC
Missouri
$434K +$434K +5,770 New
GLI
729
Guardian Life Insurance
New York
$432K -$493K -6,549 -53%
JFGIW
730
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$431K +$38.8K +515 +10%
BDF
731
Balasa Dinverno & Foltz
$425K +$5.27K +70 +1%
SSG
732
Summit Securities Group
New York
$422K -$422K -5,599 -50%
BBHC
733
Brown Brothers Harriman & Co
New York
$419K -$24.5K -325 -6%
VKH
734
Virtu KCG Holdings
New York
$418K -$1.41M -18,702 -77%
WA
735
WESPAC Advisors
California
$415K +$415K +5,509 New
RCAG
736
Rehmann Capital Advisory Group
Michigan
$414K +$30.7K +407 +8%
SFSG
737
Stearns Financial Services Group
North Carolina
$413K +$20.4K +271 +5%
IAS
738
IMA Advisory Services
Colorado
$411K – – –
CFB
739
Cullen/Frost Bankers
Texas
$402K +$21.8K +289 +6%
WSCM
740
Wellington Shields Capital Management
New York
$400K -$23.8K -317 -6%
HPBT
741
High Point Bank & Trust
North Carolina
$393K -$260K -3,454 -40%
BC
742
Bartlett & Co
Ohio
$391K +$141K +1,876 +56%
VWM
743
Vector Wealth Management
Minnesota
$379K -$13.2K -176 -3%
Diamond Hill Capital Management
744
Diamond Hill Capital Management
Ohio
$375K +$150 +2 +0%
AWA
745
AmeriServ Wealth Advisors
Pennsylvania
$370K – – –
GT
746
Glenview Trust
Kentucky
$369K +$369K +4,901 New
WIS
747
Wright Investors Service
Connecticut
$368K -$41.8K -556 -10%
CONA
748
Capital One National Association
New York
$364K -$250K -3,325 -41%
HHGA
749
Halbert Hargrove Global Advisors
California
$362K -$279K -3,713 -44%
DVM
750
Dreman Value Management
Florida
$361K – – –
28 29
30
31 32