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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 %
FNBT
776
FineMark National Bank & Trust
Florida
$838K -$192K -1,626 -19%
BAM
777
Berkshire Asset Management
Pennsylvania
$837K -$64.2K -543 -7%
WEC
778
Winslow Evans & Crocker
Massachusetts
$837K +$664K +5,618 +385%
CNC
779
Citizens & Northern Corp
Pennsylvania
$835K -$165K -1,394 -16%
CT
780
Chicago Trust
Illinois
$830K +$830K +7,019 New
TCMG
781
TSP Capital Management Group
New Jersey
$822K -$748K – –
LMAM
782
Legg Mason Asset Management
Japan
$817K -$130K -1,100 -14%
EB
783
Eastern Bank
Massachusetts
$812K -$4.85K -41 -0.6%
MCWS
784
McKinley Carter Wealth Services
West Virginia
$808K +$808K +6,829 New
BCI
785
Brinker Capital Investments
Pennsylvania
$796K +$59.3K +501 +8%
PRHC
786
P.R. Herzig & Co
New York
$793K -$982K -8,300 -55%
CIA
787
Capital Investment Advisors
Georgia
$787K +$4.14K +35 +0.5%
GIS
788
Guardian Investor Services
New York
$779K -$6.39K -54 -0.8%
MAM
789
Mizuho Asset Management
Japan
$777K +$256K +2,162 +49%
ARMT
790
Amica Retiree Medical Trust
Rhode Island
$775K – – –
LPT
791
Legacy Private Trust
Wisconsin
$772K -$31.9K -270 -4%
CA
792
Cambridge Advisors
Nebraska
$770K – – –
PHK
793
Point72 Hong Kong
Hong Kong
$766K +$766K +6,473 New
LH
794
Lebenthal Holdings
New York
$763K -$1.28M -10,837 -63%
OC
795
Oarsman Capital
Wisconsin
$763K +$5.44K +46 +0.7%
CPR
796
CSU Producer Resources
Ohio
$757K – – –
TIM
797
Tortoise Investment Management
New York
$753K – – –
BOH
798
Bank of Hawaii
Hawaii
$753K +$95.8K +810 +15%
NIMI
799
Natixis Investment Managers International
France
$752K +$28.6K +242 +4%
WIS
800
Wright Investors Service
Connecticut
$736K +$34.3K +290 +5%
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32
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