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UnitedHealth
UNH

Overview Fund Activity

954 hedge funds and large institutions have $72.9B invested in UnitedHealth in 2014 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 342 increasing their positions, 395 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
954
Holders Change
+8
Holders Change %
+0.85%
% of All Funds
27.57%
Holding in Top 10
48
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+50%
% of All Funds
1.39%
New
84
Increased
342
Reduced
395
Closed
63
Calls
$447M
Puts
$254M
Net Calls
+$193M
Net Calls Change
+$360M

Top Buyers

1
IIS
Ignis Investment Services
United Kingdom
+$491M
2
LP
Longview Partners
Guernsey
+$476M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$462M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$416M
5
FMI
Fiduciary Management Inc
Wisconsin
+$395M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$836M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$389M
3
State Street
State Street
Massachusetts
-$181M
4
UBS AM
UBS AM
Illinois
-$178M
5
Boston Partners
Boston Partners
Massachusetts
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
LG
726
Laidlaw Group
New York
$476K – – –
BBHC
727
Brown Brothers Harriman & Co
New York
$475K +$19.6K +239 +4%
PL
728
Plancorp LLC
Missouri
$472K -$409 -5 -0.1%
SFSG
729
Stearns Financial Services Group
North Carolina
$472K +$22.4K +273 +5%
IAS
730
IMA Advisory Services
Colorado
$468K +$20.5K +250 +5%
CFB
731
Cullen/Frost Bankers
Texas
$466K +$28.8K +351 +7%
GLI
732
Guardian Life Insurance
New York
$465K -$5.66K -69 -1%
LCM
733
LVM Capital Management
Michigan
$462K -$82K -1,000 -15%
Diamond Hill Capital Management
734
Diamond Hill Capital Management
Ohio
$460K +$51.1K +623 +12%
SOADOR
735
State of Alaska Department of Revenue
Alaska
$460K +$197K +2,410 +75%
BDF
736
Balasa Dinverno & Foltz
$454K -$9.03K -110 -2%
MIC
737
MU Investments Company
Japan
$452K -$81.6K -1,000 -15%
CCMG
738
Clark Capital Management Group
Pennsylvania
$442K +$91.4K +1,114 +26%
WSCM
739
Wellington Shields Capital Management
New York
$436K – – –
CAN
740
Cetera Advisor Networks
California
$432K +$63.7K +778 +17%
GF
741
Gerstein Fisher
New York
$429K -$500K -6,100 -54%
VF
742
Virtu Financial
New York
$429K +$429K +5,233 New
NG
743
NatWest Group
United Kingdom
$418K -$6.64M -81,040 -94%
BC
744
Banced Corp
Illinois
$418K -$143K -1,751 -26%
FTI
745
Fiduciary Trust International
Massachusetts
$413K -$65.5K -799 -14%
CWM
746
Concert Wealth Management
California
$410K -$78K -954 -16%
MFS
747
MSI Financial Services
Massachusetts
$408K -$263K -3,213 -39%
RCAG
748
Rehmann Capital Advisory Group
Michigan
$408K -$42.2K -515 -9%
WIS
749
Wright Investors Service
Connecticut
$404K +$3.28K +40 +0.8%
NL
750
NWAM LLC
Washington
$404K +$404K +4,922 New
28 29
30
31 32