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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 %
CPA
801
Court Place Advisors
Maryland
$287K -$24.6K -300 -8%
MM
802
Midas Management
New York
$287K – – –
HR
803
Howe & Rusling
New York
$287K +$4.92K +60 +2%
PL
804
Parkwood LLC
Ohio
$284K +$70.9K +864 +33%
SC
805
Savant Capital
Illinois
$283K +$6.4K +78 +2%
FM
806
Foster & Motley
Ohio
$280K -$196K -2,397 -41%
AII
807
AGF Investments Inc
Ontario, Canada
$279K +$279K +3,400 New
MC
808
Moors & Cabot
Massachusetts
$278K +$278K +3,394 New
VIA
809
Vantage Investment Advisors
Pennsylvania
$277K +$170K +2,070 +158%
BEAM
810
Baker Ellis Asset Management
Washington
$274K -$24.6K -300 -8%
AW
811
Alpha Windward
Massachusetts
$272K -$28K -341 -9%
SSG
812
Summit Securities Group
New York
$271K -$189K -2,301 -41%
AWA
813
AmeriServ Wealth Advisors
Pennsylvania
$271K -$133K -1,620 -33%
DWA
814
Douglass Winthrop Advisors
New York
$271K – – –
NYLIM
815
New York Life Investment Management
New York
$271K +$271K +3,300 New
ID
816
Integral Derivatives
New York
$270K -$845K -10,300 -76%
SC
817
SouthState Corp
Florida
$267K +$10.3K +126 +4%
CB
818
Chemical Bank
Michigan
$266K -$27.1K -330 -9%
CRC
819
Curi RMB Capital
Illinois
$264K +$6.15K +75 +2%
CBN
820
Cadence Bank NA
Texas
$259K -$14.4K -175 -5%
CFMC
821
Curbstone Financial Management Corp
New Hampshire
$257K +$257K +3,140 New
CCA
822
Checchi Capital Advisers
California
$256K +$256K +3,119 New
FMWA
823
Forvis Mazars Wealth Advisors
Missouri
$252K -$42.6K -521 -14%
PP
824
Patten & Patten
Tennessee
$252K -$13.5K -165 -5%
RFA
825
Reilly Financial Advisors
California
$252K +$109K +1,330 +77%
31 32
33
34 35