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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 %
SFSIG
776
San Francisco Sentry Investment Group
California
$348K +$143K +1,750 +70%
HPBT
777
High Point Bank & Trust
North Carolina
$346K -$80.9K -988 -19%
PTC
778
Private Trust Company
Ohio
$346K -$3.28K -40 -0.9%
AIC
779
Atlantic Investment Company
Georgia
$344K – – –
WS
780
Wedbush Securities
California
$339K -$44.1K -538 -12%
RHBC
781
R.H. Bluestein & Co
Michigan
$336K -$6.15K -75 -2%
SAMC
782
Shinko Asset Management Company
Japan
$334K -$30.4K -371 -8%
BAS
783
Brown Advisory Securities
Maryland
$330K -$13.7K -168 -4%
IB
784
Intrust Bank
Kansas
$329K +$107K +1,309 +48%
ACM
785
Altalis Capital Management
New York
$328K -$4.21M -51,300 -93%
GAG
786
GM Advisory Group
New York
$314K – – –
LW
787
Linscomb Wealth
Texas
$314K +$60K +732 +24%
TCOV
788
Trust Company of Vermont
Vermont
$309K -$22.5K -275 -7%
BHBT
789
Burke & Herbert Bank & Trust
Virginia
$308K -$14.3K -174 -4%
HFM
790
Hartford Financial Management
Connecticut
$307K -$15.1K -184 -5%
RU
791
RobecoSam USA
New York
$306K +$50K +611 +20%
SIC
792
Salem Investment Counselors
North Carolina
$305K – – –
AAIM
793
American Assets Investment Management
California
$305K +$9.84K +120 +3%
Mariner
794
Mariner
Kansas
$301K +$40.9K +499 +16%
BWG
795
Beta Wealth Group
California
$297K -$6.55K -80 -2%
RMDI
796
R.M. Davis Inc
Maine
$292K -$8.2K -100 -3%
SHA
797
Smith Hayes Advisers
Nebraska
$292K +$292K +3,560 New
TAM
798
Tocqueville Asset Management
New York
$291K – – –
CCG
799
Cypress Capital Group
Florida
$289K – – –
ICAS
800
Investors Capital Advisory Services
Massachusetts
$289K +$18.5K +226 +7%
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