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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 %
ICM
801
ICC Capital Management
Florida
$119K -$60.8K -848 -34%
IMS
802
Index Management Solutions
Pennsylvania
$116K +$116K +1,615 New
KTC
803
Kistler-Tiffany Companies
Pennsylvania
$108K +$27.9K +390 +35%
JFA
804
JNBA Financial Advisors
Minnesota
$107K -$10.8K -150 -9%
Fuller & Thaler Asset Management
805
Fuller & Thaler Asset Management
California
$107K +$107K +1,500 New
FHA
806
First Horizon Advisors
Tennessee
$102K +$7.6K +106 +8%
FA
807
Friess Associates
Delaware
$100K – – –
SHWM
808
Smith & Howard Wealth Management
Georgia
$95K +$95K +1,330 New
WA
809
WealthTrust-Arizona
Arizona
$93K – – –
PC
810
Pier Capital
Connecticut
$92K – – –
CAL
811
Capital Analysts LLC
Pennsylvania
$88.9K +$15.4K +215 +21%
Manulife (Manufacturers Life Insurance)
812
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78.8K -$9.52K -132,907 -11%
PMFA
813
Plante Moran Financial Advisors
Michigan
$66K +$22K +305 +50%
RNS
814
Robert N. Shapiro
$64K -$37.1K -522 -37%
PI
815
PineBridge Investments
New York
$62K -$5.03K -70 -8%
WCM
816
Windsor Capital Management
Arizona
$62K +$51K +711 +462%
CL
817
CFS LLC
Oklahoma
$62K +$62K +902 New
SSB
818
Sandy Spring Bank
Maryland
$61K – – –
TFA
819
Transamerica Financial Advisors
Florida
$61K +$14.4K +199 +31%
PSI
820
Pinnacle Summer Investments
Virginia
$54K +$1.41K +20 +3%
PFS
821
Penseco Financial Services
Pennsylvania
$50K – – –
HCM
822
Horrell Capital Management
Arkansas
$41K -$3.57K -50 -8%
RA
823
Rational Advisors
New York
$41K – – –
TRCT
824
Tower Research Capital (TRC)
New York
$39K -$265K -3,694 -87%
PP
825
Palladium Partners
Virginia
$37K -$12K -167 -25%
31 32
33
34 35