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UnitedHealth
UNH

Overview Fund Activity

1,108 hedge funds and large institutions have $86.1B invested in UnitedHealth in 2014 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 351 increasing their positions, 424 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,108
Holders Change
+136
Holders Change %
+13.99%
% of All Funds
29.57%
Holding in Top 10
70
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+42.86%
% of All Funds
1.87%
New
193
Increased
351
Reduced
424
Closed
45
Calls
$417M
Puts
$625M
Net Calls
-$208M
Net Calls Change
-$119M

Top Buyers

1
MCM
1
Marsico Capital Management
Colorado
$256M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$430M
3
Ameriprise
3
Ameriprise
Minnesota
$338M
4
JIM
4
Jensen Investment Management
Oregon
$136M
5
State Street
5
State Street
Massachusetts
$4.72B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.03B
2
Invesco
2
Invesco
Georgia
$720M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$191M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.69B
5
DSA
5
Davis Selected Advisers
Arizona
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
726
First National Trust
Pennsylvania
$863K -$59.7K -590 -6%
CNC
727
Citizens & Northern Corp
Pennsylvania
$854K -$1.23M -12,154 -59%
HIC
728
Holderness Investments Company
North Carolina
$845K +$845K +8,366 New
GAM
729
Gotham Asset Management
New York
$833K -$27.9K -276 -3%
ANBT
730
American National Bank & Trust
Texas
$830K -$21K -208 -2%
HCM
731
Hollencrest Capital Management
California
$825K -$105K -1,036 -11%
VAM
732
Verity Asset Management
North Carolina
$817K +$100K +994 +14%
LMAM
733
Legg Mason Asset Management
Japan
$809K -$101K -1,000 -11%
PVWM
734
Point View Wealth Management
New Jersey
$808K -$16.3K -161 -2%
BCM
735
BlueCrest Capital Management
Jersey
$799K +$799K +7,904 New
Envestnet Asset Management
736
Envestnet Asset Management
Illinois
$795K +$21.1K +209 +3%
MC
737
Miles Capital
Iowa
$795K +$795K +7,865 New
BBNB
738
Baker Boyer National Bank
Washington
$783K -$43.3K -428 -5%
BAM
739
Berkshire Asset Management
Pennsylvania
$770K – – –
SFT
740
Simmons First Trust
Arkansas
$768K +$768K +7,595 New
SCM
741
Shelton Capital Management
Colorado
$767K – – –
CK
742
Carnick & Kubik
Colorado
$764K +$764K +7,560 New
MC
743
Moors & Cabot
Massachusetts
$763K -$107K -1,062 -12%
HFS
744
HL Financial Services
Kentucky
$761K -$50.6K -501 -6%
WP
745
WMS Partners
Maryland
$755K – – –
PTC
746
Private Trust Company
Ohio
$754K +$385K +3,816 +105%
W
747
Wealthfront
California
$750K +$282K +2,792 +60%
TCMG
748
TSP Capital Management Group
New Jersey
$748K -$673K – –
RBC
749
Ronald Blue & Co
Georgia
$729K +$150K +1,480 +26%
CWM
750
Concert Wealth Management
California
$726K +$254K +2,520 +54%
28 29
30
31 32