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UnitedHealth
UNH

Overview Fund Activity

1,108 hedge funds and large institutions have $86.1B invested in UnitedHealth in 2014 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 351 increasing their positions, 424 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,108
Holders Change
+136
Holders Change %
+13.99%
% of All Funds
29.57%
Holding in Top 10
70
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+42.86%
% of All Funds
1.87%
New
193
Increased
351
Reduced
424
Closed
45
Calls
$417M
Puts
$625M
Net Calls
-$208M
Net Calls Change
-$119M

Top Buyers

1
MCM
1
Marsico Capital Management
Colorado
$256M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$430M
3
Ameriprise
3
Ameriprise
Minnesota
$338M
4
JIM
4
Jensen Investment Management
Oregon
$136M
5
State Street
5
State Street
Massachusetts
$4.72B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.03B
2
Invesco
2
Invesco
Georgia
$720M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$191M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.69B
5
DSA
5
Davis Selected Advisers
Arizona
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
751
Vident Investment Advisory
Georgia
$726K +$726K +7,177 New
MCM
752
Murphy Capital Management
New Jersey
$721K +$314K +3,105 +77%
HCA
753
Harbour Capital Advisors
Virginia
$706K +$90.9K +900 +15%
CFG
754
Cambridge Financial Group
Ohio
$706K -$6.66M -65,873 -90%
BFS
755
Bradley Foster & Sargent
Connecticut
$704K +$117K +1,156 +20%
RCAG
756
Rehmann Capital Advisory Group
Michigan
$701K +$155K +1,534 +28%
EB
757
Eastern Bank
Massachusetts
$698K -$20.5K -203 -3%
CP
758
Cumberland Partners
Ontario, Canada
$698K – – –
GIA
759
GHP Investment Advisors
Colorado
$692K +$12.9K +128 +2%
LPT
760
Legacy Private Trust
Wisconsin
$687K -$14.2K -140 -2%
MC
761
Middleton & Co
Massachusetts
$685K -$242K -2,390 -26%
NIMC
762
NWQ Investment Management Company
California
$683K -$1.82M -18,012 -73%
BPCE
763
Bank Pictet & Cie (Europe)
Germany
$672K +$23.2K +230 +4%
GIS
764
Guardian Investor Services
New York
$671K -$25.5K -252 -4%
CIG
765
Consolidated Investment Group
Colorado
$670K +$50.4K +499 +8%
CIA
766
Capital Investment Advisors
Georgia
$669K -$2.02K -20 -0.3%
MFS
767
MSI Financial Services
Massachusetts
$667K +$7.48K +74 +1%
ARMT
768
Amica Retiree Medical Trust
Rhode Island
$663K – – –
CCA
769
Checchi Capital Advisers
California
$659K +$58.2K +576 +10%
CA
770
Cambridge Advisors
Nebraska
$658K +$658K +6,510 New
CFB
771
Cullen/Frost Bankers
Texas
$657K -$11.9K -118 -2%
VWM
772
Vector Wealth Management
Minnesota
$655K +$81.4K +805 +14%
OC
773
Oarsman Capital
Wisconsin
$648K +$106K +1,050 +20%
EAMA
774
EFG Asset Management (Americas)
Florida
$648K +$343K +3,357 +113%
CPR
775
CSU Producer Resources
Ohio
$647K – – –
29 30
31
32 33