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UnitedHealth
UNH

Overview Fund Activity

1,161 hedge funds and large institutions have $99B invested in UnitedHealth in 2015 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 401 increasing their positions, 472 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+53
Holders Change %
+4.78%
% of All Funds
30.97%
Holding in Top 10
103
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+47.14%
% of All Funds
2.75%
New
129
Increased
401
Reduced
472
Closed
63
Calls
$526M
Puts
$560M
Net Calls
-$33.9M
Net Calls Change
+$174M

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$491M
2
BIM
BlackRock Investment Management
Delaware
+$239M
3
Capital World Investors
Capital World Investors
California
+$222M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$153M

Top Sellers

1
IC
Institutional Capital
Illinois
-$495M
2
DSA
Davis Selected Advisers
Arizona
-$371M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$355M
4
Invesco
Invesco
Georgia
-$300M
5
Harris Associates
Harris Associates
Illinois
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
751
Montag & Associates
Georgia
$979K +$378K +3,200 +63%
VIA
752
Vantage Investment Advisors
Pennsylvania
$977K +$525K +4,438 +116%
SCM
753
Shelton Capital Management
Colorado
$970K +$72.1K +610 +8%
AI
754
Atria Investments
North Carolina
$955K -$69.5K -588 -7%
MC
755
Moors & Cabot
Massachusetts
$954K +$58.5K +494 +7%
NA
756
Navellier & Associates
Nevada
$947K +$947K +8,009 New
EGM
757
Engineers Gate Manager
New York
$946K +$946K +8,000 New
NCMW
758
Northern Capital Management (Wisconsin)
Wisconsin
$940K -$70.9K -600 -7%
HFS
759
HL Financial Services
Kentucky
$938K +$47.5K +402 +5%
EHWM
760
Eads & Heald Wealth Management
Georgia
$922K -$160K -1,350 -15%
BPCE
761
Bank Pictet & Cie (Europe)
Germany
$919K +$132K +1,120 +17%
BBNB
762
Baker Boyer National Bank
Washington
$916K – – –
MCM
763
Murphy Capital Management
New Jersey
$903K +$59.1K +500 +7%
SFP
764
Santa Fe Partners
New Mexico
$901K +$383K +3,232 +74%
SCA
765
Strategic Capital Alternatives
United States
$900K +$900K +7,610 New
SFT
766
Simmons First Trust
Arkansas
$896K -$2.84K -24 -0.3%
RCAG
767
Rehmann Capital Advisory Group
Michigan
$895K +$74.3K +628 +9%
PVWM
768
Point View Wealth Management
New Jersey
$887K -$59K -499 -6%
RBC
769
Ronald Blue & Co
Georgia
$877K +$23.8K +201 +3%
CCA
770
Catalyst Capital Advisors
New York
$875K -$385K -3,255 -31%
CCA
771
Checchi Capital Advisers
California
$860K +$89.3K +755 +12%
NIT
772
NumerixS Investment Technologies
British Columbia, Canada
$852K -$172K -1,455 -17%
BFS
773
Bradley Foster & Sargent
Connecticut
$845K +$21.1K +178 +3%
BAM
774
Barrett Asset Management
New York
$843K -$1.17M -9,925 -58%
GIA
775
GHP Investment Advisors
Colorado
$841K +$32K +271 +4%
29 30
31
32 33