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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 %
HR
801
Howe & Rusling
New York
$259K -$36.1K -480 -12%
BRWA
802
B. Riley Wealth Advisors
Florida
$255K +$74.4K +988 +41%
SC
803
Savant Capital
Illinois
$254K -$6.25K -83 -2%
WA
804
Waverly Advisors
Alabama
$254K +$28.4K +378 +13%
WT
805
Washington Trust
Rhode Island
$253K -$26K -346 -9%
CBN
806
Cadence Bank NA
Texas
$251K +$251K +3,332 New
IPRC
807
Indices-Pac Research Corporation
New Jersey
$249K -$667K -8,847 -73%
ICAS
808
Investors Capital Advisory Services
Massachusetts
$249K -$45.5K -605 -15%
DWA
809
Douglass Winthrop Advisors
New York
$248K -$11.3K -150 -4%
BCMU
810
BlueCrest Capital Management (UK)
Guernsey
$248K +$248K +3,300 New
DC
811
Davenport & Co
Virginia
$247K +$19.3K +256 +8%
PP
812
Patten & Patten
Tennessee
$244K – – –
GAM
813
Gotham Asset Management
New York
$241K +$6.17K +82 +3%
SOADOR
814
State of Alaska Department of Revenue
Alaska
$241K +$241K +3,210 New
Mariner
815
Mariner
Kansas
$239K +$239K +3,174 New
CRC
816
Curi RMB Capital
Illinois
$237K -$11.9K -158 -5%
SC
817
SouthState Corp
Florida
$236K +$236K +3,131 New
HB
818
Homrich & Berg
Georgia
$235K +$235K +3,121 New
RU
819
RobecoSam USA
New York
$235K +$235K +3,126 New
LW
820
Linscomb Wealth
Texas
$233K +$21.8K +290 +10%
BMO
821
Beck Mack & Oliver
New York
$228K – – –
VAM
822
Verity Asset Management
North Carolina
$228K +$228K +3,023 New
TT
823
Tower Trust
Indiana
$228K +$228K +3,032 New
DDPIC
824
Deroy & Devereaux Private Investment Counsel
Michigan
$226K – – –
JRP
825
Jasper Ridge Partners
California
$226K – – –
31 32
33
34 35