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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 %
WA
776
Waverly Advisors
Alabama
$215K +$215K +3,000 New
JRP
777
Jasper Ridge Partners
California
$215K +$215K +3,000 New
GVT
778
Genesee Valley Trust
New York
$212K +$212K +2,965 New
BHA
779
Beech Hill Advisors
New York
$209K +$209K +2,920 New
CR
780
Cooperatieve Rabobank
Netherlands
$209K +$209K +2,923 New
CC
781
Courier Capital
New York
$208K -$19.5K -272 -9%
LCM
782
Logan Capital Management
Pennsylvania
$208K +$208K +2,900 New
FA
783
FMA Advisory
Pennsylvania
$207K +$207K +2,888 New
RT
784
Reliance Trust
Georgia
$207K +$207K +2,899 New
HSA
785
HBK Sorce Advisory
Pennsylvania
$206K +$206K +2,874 New
CI
786
Cowen Inc
New York
$201K +$201K +2,800 New
SI
787
Scout Investments
Missouri
$201K +$201K +2,800 New
LW
788
Linscomb Wealth
Texas
$201K +$201K +2,807 New
ACM
789
Antonetti Capital Management
Florida
$185K +$176K +2,465 +1,972%
MI
790
Mercer Investments
Massachusetts
$178K -$82.5K -1,152 -32%
S
791
SignatureFD
Georgia
$173K -$13.2K -185 -7%
BRWA
792
B. Riley Wealth Advisors
Florida
$172K +$172K +2,398 New
CA
793
CapWealth Advisors
Tennessee
$166K – – –
OFS
794
Orrstown Financial Services
Pennsylvania
$165K – – –
MAM
795
Mizuho Asset Management
Japan
$156K +$21.5K +301 +16%
EFSCE
796
Enterprise Financial Services Corp (EFSC)
Missouri
$156K +$34.8K +484 +29%
FAM
797
Formidable Asset Management
Ohio
$145K +$145K +2,000 New
FI
798
FCM Investments
Texas
$136K – – –
OSAM
799
O'Shaughnessy Asset Management
Connecticut
$135K – – –
DSC
800
Duncker Streett & Co
Missouri
$129K – – –
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32
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