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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 %
TCOV
776
Trust Company of Vermont
Vermont
$304K +$22.5K +300 +8%
SYBT
777
Stock Yards Bank & Trust
Kentucky
$301K +$53.2K +709 +21%
UGIF
778
US Global Investors Funds
Maine
$301K +$301K +4,000 New
USGIU
779
U.S. Global Investors (USGI)
Texas
$301K +$301K +4,000 New
CCM
780
CrestPoint Capital Management
Missouri
$301K +$301K +4,000 New
GHA
781
GW Henssler & Associates
Georgia
$299K +$37.7K +501 +14%
HFM
782
Hartford Financial Management
Connecticut
$296K – – –
BHBT
783
Burke & Herbert Bank & Trust
Virginia
$295K +$3.16K +42 +1%
GAG
784
GM Advisory Group
New York
$291K +$291K +3,860 New
AAS
785
Annex Advisory Services
Wisconsin
$289K -$332K -4,398 -53%
CI
786
Cowen Inc
New York
$286K +$75.3K +1,000 +36%
CPA
787
Court Place Advisors
Maryland
$286K +$286K +3,799 New
OC
788
Oarsman Capital
Wisconsin
$282K +$282K +3,750 New
SIC
789
Salem Investment Counselors
North Carolina
$280K – – –
CCM
790
Check Capital Management
California
$279K -$22.6K -300 -8%
BWG
791
Beta Wealth Group
California
$279K +$279K +3,707 New
RMDI
792
R.M. Davis Inc
Maine
$276K +$7.54K +100 +3%
AW
793
Alpha Windward
Massachusetts
$275K -$5.87K -78 -2%
BEAM
794
Baker Ellis Asset Management
Washington
$274K +$26.3K +350 +11%
AAIM
795
American Assets Investment Management
California
$271K – – –
FMWA
796
Forvis Mazars Wealth Advisors
Missouri
$271K +$31.4K +418 +13%
CB
797
Chemical Bank
Michigan
$269K -$1.13M -15,000 -81%
TAM
798
Tocqueville Asset Management
New York
$267K – – –
CCG
799
Cypress Capital Group
Florida
$265K – – –
MM
800
Midas Management
New York
$264K – – –
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32
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