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UnitedHealth
UNH

Overview Fund Activity

954 hedge funds and large institutions have $72.9B invested in UnitedHealth in 2014 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 342 increasing their positions, 395 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
954
Holders Change
+8
Holders Change %
+0.85%
% of All Funds
27.57%
Holding in Top 10
48
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+50%
% of All Funds
1.39%
New
84
Increased
342
Reduced
395
Closed
63
Calls
$447M
Puts
$254M
Net Calls
+$193M
Net Calls Change
+$360M

Top Buyers

1
IIS
Ignis Investment Services
United Kingdom
+$491M
2
LP
Longview Partners
Guernsey
+$476M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$462M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$416M
5
FMI
Fiduciary Management Inc
Wisconsin
+$395M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$836M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$389M
3
State Street
State Street
Massachusetts
-$181M
4
UBS AM
UBS AM
Illinois
-$178M
5
Boston Partners
Boston Partners
Massachusetts
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
751
Bluefin Capital Management
New York
$400K +$400K +5,475 New
VWM
752
Vector Wealth Management
Minnesota
$399K -$14.4K -175 -3%
MCM
753
Matarin Capital Management
New York
$399K +$399K +4,865 New
CONA
754
Capital One National Association
New York
$397K – – –
Envestnet Asset Management
755
Envestnet Asset Management
Illinois
$393K -$357K -4,354 -48%
HHGA
756
Halbert Hargrove Global Advisors
California
$389K -$4.91K -60 -1%
SC
757
Saturna Capital
Washington
$388K – – –
TIA
758
Tiemann Investment Advisors
California
$387K +$34.9K +425 +10%
TF
759
Tompkins Financial
New York
$386K – – –
FMLI
760
Fukoku Mutual Life Insurance
Japan
$385K – – –
ACP
761
Aviance Capital Partners
Florida
$383K +$383K +4,676 New
BC
762
Bartlett & Co
Ohio
$383K -$43K -525 -10%
SYBT
763
Stock Yards Bank & Trust
Kentucky
$380K +$51.8K +633 +16%
GSBTD
764
Glenview State Bank Trust Department
Illinois
$379K – – –
VAM
765
Verity Asset Management
North Carolina
$377K +$130K +1,588 +53%
OC
766
Oarsman Capital
Wisconsin
$375K +$67.3K +820 +22%
FB
767
Fulton Bank
Pennsylvania
$371K – – –
NIMC
768
NWQ Investment Management Company
California
$371K +$26.2K +320 +8%
JIC
769
Johnson Investment Counsel
Ohio
$365K +$32K +390 +10%
BRWA
770
B. Riley Wealth Advisors
Florida
$365K +$87.3K +1,065 +31%
RBC
771
Ronald Blue & Co
Georgia
$365K +$137K +1,673 +60%
PFBT
772
Parkside Financial Bank & Trust
Missouri
$354K +$2.05K +25 +0.6%
DIA
773
Denver Investment Advisors
Colorado
$353K -$986K -12,010 -74%
KL
774
Kinsight LLC
Alabama
$353K +$14.8K +180 +4%
GP
775
Girard Partners
Pennsylvania
$350K +$350K +4,266 New
29 30
31
32 33