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UnitedHealth
UNH

Overview Fund Activity

1,108 hedge funds and large institutions have $86.1B invested in UnitedHealth in 2014 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 351 increasing their positions, 424 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,108
Holders Change
+136
Holders Change %
+13.99%
% of All Funds
29.57%
Holding in Top 10
70
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+42.86%
% of All Funds
1.87%
New
193
Increased
351
Reduced
424
Closed
45
Calls
$417M
Puts
$625M
Net Calls
-$208M
Net Calls Change
-$119M

Top Buyers

1
MCM
1
Marsico Capital Management
Colorado
$256M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$430M
3
Ameriprise
3
Ameriprise
Minnesota
$338M
4
JIM
4
Jensen Investment Management
Oregon
$136M
5
State Street
5
State Street
Massachusetts
$4.72B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.03B
2
Invesco
2
Invesco
Georgia
$720M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$191M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.69B
5
DSA
5
Davis Selected Advisers
Arizona
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
801
LVM Capital Management
Michigan
$539K -$30.3K -300 -5%
WSCM
802
Wellington Shields Capital Management
New York
$537K – – –
JFGIW
803
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$533K +$62.5K +618 +13%
BCM
804
Bluefin Capital Management
New York
$525K -$1.49M -14,718 -74%
GG
805
Gofen & Glossberg
Illinois
$522K – – –
TF
806
Tompkins Financial
New York
$517K +$41.4K +410 +9%
AIA
807
Affinity Investment Advisors
California
$515K -$2.63K -26 -0.5%
GF
808
Gerstein Fisher
New York
$514K -$19.4K -192 -4%
MA
809
Montag & Associates
Georgia
$514K – – –
OL
810
Orbitronix LP
California
$505K +$505K +5,000 New
CHAM
811
Clear Harbor Asset Management
Connecticut
$501K +$501K +4,955 New
ST
812
Sageworth Trust
Pennsylvania
$501K +$501K +4,958 New
TIA
813
Tiemann Investment Advisors
California
$500K -$506 -5 -0.1%
WA
814
WFG Advisors
Texas
$500K +$250K +2,474 +100%
GT
815
Glenview Trust
Kentucky
$495K +$495K +4,901 New
SPC
816
Sigma Planning Corp
Michigan
$494K +$494K +4,884 New
MBI
817
Montrusco Bolton Investments
Quebec, Canada
$494K +$494K +4,890 New
DVM
818
Dreman Value Management
Florida
$485K – – –
IC
819
IKOS CIF
Cyprus
$485K +$306K +3,011 +171%
BBHC
820
Brown Brothers Harriman & Co
New York
$483K +$13.5K +134 +3%
CIBC World Market
821
CIBC World Market
Ontario, Canada
$479K -$2.05M -20,248 -81%
SC
822
Saturna Capital
Washington
$478K – – –
BC
823
Bartlett & Co
Ohio
$469K – – –
GSBTD
824
Glenview State Bank Trust Department
Illinois
$467K – – –
BCMO
825
Buckingham Capital Management (Ohio)
Ohio
$461K +$29.1K +288 +7%
31 32
33
34 35