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UnitedHealth
UNH

Overview Fund Activity

1,198 hedge funds and large institutions have $101B invested in UnitedHealth in 2015 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 449 increasing their positions, 473 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+37
Holders Change %
+3.19%
% of All Funds
32.31%
Holding in Top 10
101
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.94%
% of All Funds
2.72%
New
108
Increased
449
Reduced
473
Closed
57
Calls
$596M
Puts
$701M
Net Calls
-$105M
Net Calls Change
-$71.3M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$404M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$390M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$246M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$198M
5
BA
BlackRock Advisors
Delaware
+$177M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
-$378M
2
State Street
State Street
Massachusetts
-$277M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$267M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$223M
5
LP
Longview Partners
Guernsey
-$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
726
Moors & Cabot
Massachusetts
$1.2M +$219K +1,802 +22%
NFC
727
Northeast Financial Consultants
Connecticut
$1.2M – – –
VFA
728
Voya Financial Advisors
Connecticut
$1.19M +$128K +1,056 +12%
CAS
729
Cue Advisory Services
Arizona
$1.18M +$143K +1,175 +14%
FFA
730
First Foundation Advisors
California
$1.18M – – –
BCM
731
Beck Capital Management
Texas
$1.18M -$14.5K -119 -1%
BAC
732
Boys Arnold & Co
North Carolina
$1.17M +$20.1K +165 +2%
RBC
733
Ronald Blue & Co
Georgia
$1.17M +$267K +2,188 +30%
FFBTD
734
First Financial Bank - Trust Division
Ohio
$1.16M – – –
SSWM
735
Sheets Smith Wealth Management
North Carolina
$1.15M -$6.1K -50 -0.5%
FFSOTS
736
Fiduciary Financial Services of The Southwest
Texas
$1.15M +$534K +4,377 +87%
MNBTD
737
Moody National Bank Trust Division
Texas
$1.15M – – –
JIP
738
Jaffetilchin Investment Partners
Florida
$1.15M +$675K +5,532 +143%
AII
739
AGF Investments Inc
Ontario, Canada
$1.15M +$414K +3,400 +57%
AGM
740
Alpine Global Management
New York
$1.14M +$103K +848 +10%
MCWS
741
McKinley Carter Wealth Services
West Virginia
$1.14M +$303K +2,482 +36%
ANRIA
742
American National Registered Investment Advisor
Texas
$1.13M – – –
CWM
743
Concert Wealth Management
California
$1.12M +$155K +1,271 +16%
FC
744
FIC Capital
New York
$1.12M – – –
CAN
745
Cetera Advisor Networks
California
$1.11M – – –
PNC
746
Park National Corp
Ohio
$1.11M -$51.1K -419 -4%
AIM
747
Assured Investment Management
New York
$1.1M +$588K +4,821 +114%
CA
748
Cornerstone Advisors
North Carolina
$1.1M – – –
HIM
749
Hermes Investment Management
United Kingdom
$1.09M – – –
MCM
750
Manchester Capital Management
Vermont
$1.09M – – –
28 29
30
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