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UnitedHealth
UNH

Overview Fund Activity

961 hedge funds and large institutions have $72.3B invested in UnitedHealth in 2014 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 406 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+7
Holders Change %
+0.73%
% of All Funds
27.64%
Holding in Top 10
40
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16.67%
% of All Funds
1.15%
New
64
Increased
343
Reduced
406
Closed
49
Calls
$409M
Puts
$331M
Net Calls
+$77.4M
Net Calls Change
-$116M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$658M
2
Dodge & Cox
Dodge & Cox
California
+$283M
3
IC
Institutional Capital
Illinois
+$258M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$249M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$225M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$435M
2
PI
Putnam Investments
Massachusetts
-$289M
3
IIS
Ignis Investment Services
United Kingdom
-$228M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$182M
5
O
OppenheimerFunds
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
726
Cetera Advisor Networks
California
$484K +$53.6K +657 +12%
HRIA
727
Haberer Registered Investment Advisor
Ohio
$481K -$15.6K -191 -3%
Rafferty Asset Management
728
Rafferty Asset Management
New York
$481K +$481K +5,885 New
RCM
729
Rotella Capital Management
Washington
$476K +$476K +5,825 New
VAM
730
Verity Asset Management
North Carolina
$475K +$98.5K +1,206 +26%
CCM
731
Check Capital Management
California
$474K -$49K -600 -9%
LG
732
Laidlaw Group
New York
$474K – – –
EA
733
Emerald Advisers
Pennsylvania
$473K -$34.1K -417 -7%
BDF
734
Balasa Dinverno & Foltz
$472K +$19.8K +242 +4%
VWM
735
Vector Wealth Management
Minnesota
$463K +$65.9K +806 +17%
LCM
736
LVM Capital Management
Michigan
$461K – – –
IAS
737
IMA Advisory Services
Colorado
$459K -$8.18K -100 -2%
GLI
738
Guardian Life Insurance
New York
$459K -$4.58K -56 -1%
Diamond Hill Capital Management
739
Diamond Hill Capital Management
Ohio
$459K +$245 +3 +0.1%
RCAG
740
Rehmann Capital Advisory Group
Michigan
$443K +$36.2K +443 +9%
DWT
741
Dorsey & Whitney Trust
South Dakota
$442K -$64.9K -794 -13%
SFG
742
SNS Financial Group
Minnesota
$442K +$442K +5,405 New
WSCM
743
Wellington Shields Capital Management
New York
$435K – – –
WIS
744
Wright Investors Service
Connecticut
$435K +$31.5K +385 +8%
CAS
745
CTC Alternative Strategies
Illinois
$433K +$433K +5,300 New
JIC
746
Johnson Investment Counsel
Ohio
$431K +$67.5K +826 +19%
CCMG
747
Clark Capital Management Group
Pennsylvania
$428K -$12.3K -151 -3%
AIA
748
Affinity Investment Advisors
California
$425K -$19.8M -242,160 -98%
GF
749
Gerstein Fisher
New York
$424K -$4.67K -57 -1%
GG
750
Gofen & Glossberg
Illinois
$422K -$81.9K -1,002 -16%
28 29
30
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