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UnitedHealth
UNH

Overview Fund Activity

1,203 hedge funds and large institutions have $97.4B invested in UnitedHealth in 2015 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 482 increasing their positions, 451 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+5
Holders Change %
+0.42%
% of All Funds
33.62%
Holding in Top 10
99
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.98%
% of All Funds
2.77%
New
88
Increased
482
Reduced
451
Closed
74
Calls
$996M
Puts
$777M
Net Calls
+$219M
Net Calls Change
+$324M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$762M
2
Bank of America
Bank of America
North Carolina
+$476M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$390M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$291M
5
Citadel Advisors
Citadel Advisors
Florida
+$181M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$420M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$395M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$213M
4
ClearBridge Investments
ClearBridge Investments
New York
-$151M
5
DSA
Davis Selected Advisers
Arizona
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
726
Miles Capital
Iowa
$1.25M -$28.2K -243 -2%
BSW
727
Buckingham Strategic Wealth
Missouri
$1.22M +$11.6K +100 +1%
VFA
728
Voya Financial Advisors
Connecticut
$1.22M +$95.5K +836 +9%
RC
729
Roundview Capital
New Jersey
$1.21M +$3.48K +30 +0.3%
P
730
Pitcairn
Pennsylvania
$1.21M +$222K +1,913 +22%
LMAM
731
Legg Mason Asset Management
Japan
$1.21M +$464K +4,000 +63%
MAM
732
Mizuho Asset Management
Japan
$1.21M +$199K +1,717 +20%
MWP
733
MYCIO Wealth Partners
Pennsylvania
$1.2M +$5.8K +50 +0.5%
FFSOTS
734
Fiduciary Financial Services of The Southwest
Texas
$1.2M +$105K +902 +10%
EFS
735
Essex Financial Services
Connecticut
$1.19M -$23K -198 -2%
B
736
Bailard
California
$1.19M -$51.6K -445 -4%
HVIA
737
Hudson Valley Investment Advisors
New York
$1.19M +$551K +4,750 +87%
CB
738
Community Bank
New York
$1.17M +$23.2K +200 +2%
HFS
739
HL Financial Services
Kentucky
$1.17M +$177K +1,522 +18%
TAM
740
Trillium Asset Management
Massachusetts
$1.16M -$175K -1,513 -13%
IHL
741
Investment House LLC
California
$1.15M – – –
NBC
742
Neuberger Berman Canada
Ontario, Canada
$1.14M -$471K -4,063 -29%
NFC
743
Northeast Financial Consultants
Connecticut
$1.14M – – –
KIA
744
KCM Investment Advisors
California
$1.14M -$21.9K -189 -2%
WRM
745
Westport Resources Management
Connecticut
$1.14M -$12.8K -110 -1%
CWM
746
Concert Wealth Management
California
$1.13M +$60.3K +519 +6%
AWM
747
Avior Wealth Management
Nebraska
$1.13M +$990K +8,530 +695%
PL
748
Perpetual Ltd
Australia
$1.13M +$128K +1,100 +13%
CAS
749
Cue Advisory Services
Arizona
$1.13M +$580 +5 +0.1%
BIM
750
BRC Investment Management
Colorado
$1.12M +$1.12M +9,647 New
28 29
30
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