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UnitedHealth
UNH

Overview Fund Activity

961 hedge funds and large institutions have $72.3B invested in UnitedHealth in 2014 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 406 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+7
Holders Change %
+0.73%
% of All Funds
27.64%
Holding in Top 10
40
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16.67%
% of All Funds
1.15%
New
64
Increased
343
Reduced
406
Closed
49
Calls
$409M
Puts
$331M
Net Calls
+$77.4M
Net Calls Change
-$116M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$658M
2
Dodge & Cox
Dodge & Cox
California
+$283M
3
IC
Institutional Capital
Illinois
+$258M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$249M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$225M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$435M
2
PI
Putnam Investments
Massachusetts
-$289M
3
IIS
Ignis Investment Services
United Kingdom
-$228M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$182M
5
O
OppenheimerFunds
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
KL
776
Kinsight LLC
Alabama
$352K – – –
SFSIG
777
San Francisco Sentry Investment Group
California
$352K +$4.09K +50 +1%
SFSG
778
Stearns Financial Services Group
North Carolina
$348K -$122K -1,494 -26%
AIC
779
Atlantic Investment Company
Georgia
$343K – – –
BAS
780
Brown Advisory Securities
Maryland
$339K +$10.6K +130 +3%
AL
781
Airain Ltd
Guernsey
$332K +$332K +4,059 New
BBHC
782
Brown Brothers Harriman & Co
New York
$329K -$146K -1,779 -31%
RHBC
783
R.H. Bluestein & Co
Michigan
$327K -$8.18K -100 -2%
RFA
784
Reilly Financial Advisors
California
$326K +$74.6K +910 +30%
SAMC
785
Shinko Asset Management Company
Japan
$325K -$8.18K -100 -2%
ICAS
786
Investors Capital Advisory Services
Massachusetts
$324K +$36.3K +446 +13%
HPBT
787
High Point Bank & Trust
North Carolina
$321K -$24.5K -300 -7%
Tudor Investment Corp
788
Tudor Investment Corp
Connecticut
$319K +$319K +3,900 New
CCG
789
Cypress Capital Group
Florida
$318K +$30.6K +374 +11%
IB
790
Intrust Bank
Kansas
$315K -$13.3K -163 -4%
VIA
791
Vantage Investment Advisors
Pennsylvania
$313K +$36.4K +445 +13%
SSG
792
Summit Securities Group
New York
$311K +$40.9K +500 +15%
IMS
793
Index Management Solutions
Pennsylvania
$311K +$152K +1,861 +96%
KFS
794
KMS Financial Services
Washington
$309K -$288K -3,517 -48%
SIC
795
Salem Investment Counselors
North Carolina
$309K +$4.9K +60 +2%
Mariner
796
Mariner
Kansas
$309K +$8.75K +107 +3%
MHS
797
M Holdings Securities
Oregon
$309K +$309K +3,781 New
WS
798
Wedbush Securities
California
$307K -$30.8K -377 -9%
HFM
799
Hartford Financial Management
Connecticut
$306K – – –
BHBT
800
Burke & Herbert Bank & Trust
Virginia
$306K – – –
30 31
32
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