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UnitedHealth
UNH

Overview Fund Activity

1,161 hedge funds and large institutions have $99B invested in UnitedHealth in 2015 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 401 increasing their positions, 472 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+53
Holders Change %
+4.78%
% of All Funds
30.97%
Holding in Top 10
103
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+47.14%
% of All Funds
2.75%
New
129
Increased
401
Reduced
472
Closed
63
Calls
$526M
Puts
$560M
Net Calls
-$33.9M
Net Calls Change
+$174M

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$491M
2
BIM
BlackRock Investment Management
Delaware
+$239M
3
Capital World Investors
Capital World Investors
California
+$222M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$153M

Top Sellers

1
IC
Institutional Capital
Illinois
-$495M
2
DSA
Davis Selected Advisers
Arizona
-$371M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$355M
4
Invesco
Invesco
Georgia
-$300M
5
Harris Associates
Harris Associates
Illinois
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
726
FIC Capital
New York
$1.08M – – –
GA
727
Geneva Advisors
Illinois
$1.08M +$57K +482 +6%
MFS
728
MSI Financial Services
Massachusetts
$1.08M +$297K +2,509 +38%
FNT
729
First National Trust
Pennsylvania
$1.07M +$56K +473 +6%
CA
730
Cornerstone Advisors
North Carolina
$1.07M – – –
VFA
731
Voya Financial Advisors
Connecticut
$1.06M +$1.06M +8,748 New
HIM
732
Hermes Investment Management
United Kingdom
$1.06M – – –
MCM
733
Manchester Capital Management
Vermont
$1.05M -$182K -1,540 -15%
SC
734
Scotia Capital
Ontario, Canada
$1.05M +$614K +5,186 +141%
OWD
735
Osborn Williams & Donohoe
Ohio
$1.04M – – –
CAM
736
Centre Asset Management
New York
$1.04M -$177K -1,500 -15%
TSW
737
Thompson Siegel & Walmsley
Virginia
$1.04M -$2.96K -25 -0.3%
HCA
738
Harbour Capital Advisors
Virginia
$1.03M +$204K +1,725 +25%
FT
739
Fiduciary Trust
Massachusetts
$1.02M – – –
WPIC
740
White Pine Investment Company
Michigan
$1.02M -$109K -920 -10%
WRM
741
Westport Resources Management
Connecticut
$1.02M -$269K -2,276 -21%
CAS
742
Cue Advisory Services
Arizona
$1.01M -$15.7K -132 -2%
AGM
743
Alpine Global Management
New York
$1.01M -$1.55M -13,081 -61%
OSAM
744
O'Shaughnessy Asset Management
Connecticut
$1.01M +$911K +7,701 +964%
CK
745
Carnick & Kubik
Colorado
$997K +$102K +866 +11%
CSIC
746
Clifford Swan Investment Counsel
California
$994K -$71K -600 -7%
TIA
747
Trust Investment Advisors
Indiana
$992K -$361K -3,050 -27%
HIC
748
Holderness Investments Company
North Carolina
$990K – – –
STMM
749
South Texas Money Management
Texas
$984K -$261K -2,208 -21%
ANBT
750
American National Bank & Trust
Texas
$982K +$10.5K +89 +1%
28 29
30
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