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UnitedHealth
UNH

Overview Fund Activity

878 hedge funds and large institutions have $63B invested in UnitedHealth in 2013 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 279 increasing their positions, 382 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
+25
Holders Change %
+2.93%
% of All Funds
28.48%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
1.27%
New
101
Increased
279
Reduced
382
Closed
68
Calls
$530M
Puts
$362M
Net Calls
+$168M
Net Calls Change
-$186K

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$444M
2
MCM
2
Marsico Capital Management
Colorado
$178M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.82B
4
FMI
4
Fiduciary Management Inc
Wisconsin
$138M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.07B

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$300M
2
EIP
2
Epoch Investment Partners
New York
$235M
3
Bessemer Group
3
Bessemer Group
New Jersey
$1.83M
4
OH
4
Orbis Holdings
Bermuda
$202M
5
PCM
5
PAR Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
751
GW Henssler & Associates
Georgia
$249K -$3.51K -49 -1%
DWA
752
Douglass Winthrop Advisors
New York
$247K – – –
SC
753
Savant Capital
Illinois
$247K +$4.29K +60 +2%
MAM
754
Martingale Asset Management
Massachusetts
$244K – – –
FMBTD
755
First Midwest Bank Trust Division
Illinois
$242K -$7.16K -100 -3%
BC
756
Bartlett & Co
Ohio
$238K – – –
SYBT
757
Stock Yards Bank & Trust
Kentucky
$237K -$359K -5,000 -60%
BEAM
758
Baker Ellis Asset Management
Washington
$236K +$71K +990 +43%
AL
759
Airain Ltd
Guernsey
$236K +$236K +3,300 New
CRC
760
Curi RMB Capital
Illinois
$236K +$236K +3,303 New
PP
761
Patten & Patten
Tennessee
$232K +$232K +3,235 New
Westfield Capital Management
762
Westfield Capital Management
Massachusetts
$229K – – –
FMWA
763
Forvis Mazars Wealth Advisors
Missouri
$228K -$16K -224 -7%
FCCM
764
First City Capital Management
Georgia
$227K – – –
ICOA
765
Investment Centers of America
North Dakota
$226K +$226K +3,148 New
SC
766
Scotia Capital
Ontario, Canada
$226K +$226K +3,150 New
NIMC
767
NWQ Investment Management Company
California
$226K +$226K +3,154 New
GAM
768
Gotham Asset Management
New York
$223K -$9.51K -133 -4%
MWR
769
McAdams Wright Ragen
Washington
$220K +$220K +3,079 New
BBNB
770
Baker Boyer National Bank
Washington
$219K -$25.1K -350 -10%
DC
771
Davenport & Co
Virginia
$216K +$216K +3,018 New
BMO
772
Beck Mack & Oliver
New York
$216K +$216K +3,022 New
BIC
773
Beach Investment Counsel
Pennsylvania
$215K -$718K -10,020 -77%
DDPIC
774
Deroy & Devereaux Private Investment Counsel
Michigan
$215K -$11.9K -166 -5%
IUAM
775
Itau USA Asset Management
New York
$215K +$86K +1,200 +67%
29 30
31
32 33