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UnitedHealth
UNH

Overview Fund Activity

946 hedge funds and large institutions have $65.6B invested in UnitedHealth in 2013 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 341 increasing their positions, 364 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
+68
Holders Change %
+7.74%
% of All Funds
27.48%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.93%
New
125
Increased
341
Reduced
364
Closed
51
Calls
$461M
Puts
$627M
Net Calls
-$166M
Net Calls Change
-$334M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$386M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$341M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$305M
4
FMI
Fiduciary Management Inc
Wisconsin
+$277M
5
ClearBridge Investments
ClearBridge Investments
New York
+$214M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$714M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$300M
3
Boston Partners
Boston Partners
Massachusetts
-$228M
4
WRF
Waddell & Reed Financial
Kansas
-$210M
5
Ameriprise
Ameriprise
Minnesota
-$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMG
751
Ellington Management Group
Connecticut
$361K +$361K +4,800 New
IPC
752
Independent Portfolio Consultants
Florida
$358K -$711K -9,440 -67%
SC
753
Saturna Capital
Washington
$356K – – –
FMLI
754
Fukoku Mutual Life Insurance
Japan
$354K -$30.1K -400 -8%
TF
755
Tompkins Financial
New York
$354K +$32.7K +435 +10%
MAM
756
Martingale Asset Management
Massachusetts
$354K +$98K +1,301 +38%
WS
757
Wedbush Securities
California
$352K +$46.2K +613 +15%
GSBTD
758
Glenview State Bank Trust Department
Illinois
$348K +$348K +4,624 New
CAM
759
CG Asset Management
New York
$346K +$346K +4,600 New
FB
760
Fulton Bank
Pennsylvania
$340K – – –
Tudor Investment Corp
761
Tudor Investment Corp
Connecticut
$339K +$339K +4,500 New
CAN
762
Cetera Advisor Networks
California
$338K +$52.9K +704 +19%
SAMC
763
Shinko Asset Management Company
Japan
$335K -$26.7K -354 -7%
MHS
764
M Holdings Securities
Oregon
$333K +$333K +4,425 New
SCIA
765
Sanibel Captiva Investment Advisers
Illinois
$326K – – –
TIA
766
Tiemann Investment Advisors
California
$323K +$323K +4,290 New
PFBT
767
Parkside Financial Bank & Trust
Missouri
$323K +$323K +4,295 New
CCMG
768
Clark Capital Management Group
Pennsylvania
$322K -$19.5K -259 -6%
PTC
769
Private Trust Company
Ohio
$321K +$21.8K +289 +7%
BAS
770
Brown Advisory Securities
Maryland
$318K +$9.53K +126 +3%
NIMC
771
NWQ Investment Management Company
California
$317K +$79.2K +1,051 +33%
AIC
772
Atlantic Investment Company
Georgia
$316K – – –
RHBC
773
R.H. Bluestein & Co
Michigan
$314K +$5.64K +75 +2%
KL
774
Kinsight LLC
Alabama
$311K – – –
JIC
775
Johnson Investment Counsel
Ohio
$305K -$22.5K -300 -7%
29 30
31
32 33