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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
$1.32B
2
Dodge & Cox
Dodge & Cox
California
$1.35B
3
IC
Institutional Capital
Illinois
$530M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.56B
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$351M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.97B
2
PI
Putnam Investments
Massachusetts
$123M
3
IIS
Ignis Investment Services
United Kingdom
$265M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$4.18B
5
O
OppenheimerFunds
New York
$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
RU
801
RobecoSam USA
New York
$305K – – –
AAIM
802
American Assets Investment Management
California
$304K – – –
LW
803
Linscomb Wealth
Texas
$303K -$9.89K -121 -3%
TCOV
804
Trust Company of Vermont
Vermont
$298K -$10.6K -130 -3%
W
805
Wealthfront
California
$298K +$113K +1,358 +61%
HCA
806
Harbour Capital Advisors
Virginia
$298K +$298K +3,648 New
PTC
807
Private Trust Company
Ohio
$297K -$47.6K -583 -14%
SHA
808
Smith Hayes Advisers
Nebraska
$295K +$3.84K +47 +1%
HR
809
Howe & Rusling
New York
$291K +$4.9K +60 +2%
RMDI
810
R.M. Davis Inc
Maine
$290K -$1.47K -18 -0.5%
TAM
811
Tocqueville Asset Management
New York
$290K – – –
BEAM
812
Baker Ellis Asset Management
Washington
$289K +$16.3K +200 +6%
BCMO
813
Buckingham Capital Management (Ohio)
Ohio
$289K +$53.1K +650 +23%
CPA
814
Court Place Advisors
Maryland
$286K – – –
BRWA
815
B. Riley Wealth Advisors
Florida
$285K +$128K +3,633 +82%
SC
816
Savant Capital
Illinois
$282K – – –
CCA
817
Checchi Capital Advisers
California
$282K +$27K +330 +11%
ONB
818
Old National Bancorp
Indiana
$275K +$275K +3,365 New
DWA
819
Douglass Winthrop Advisors
New York
$270K – – –
NYLIM
820
New York Life Investment Management
New York
$270K – – –
AW
821
Alpha Windward
Massachusetts
$269K -$1.8K -22 -0.7%
Fisher Asset Management
822
Fisher Asset Management
Washington
$268K +$34.5K +422 +15%
CB
823
Chemical Bank
Michigan
$266K – – –
BC
824
Banced Corp
Illinois
$263K -$155K -1,890 -37%
CRC
825
Curi RMB Capital
Illinois
$263K – – –
31 32
33
34 35