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UnitedHealth
UNH

Overview Fund Activity

1,161 hedge funds and large institutions have $99B invested in UnitedHealth in 2015 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 401 increasing their positions, 472 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+53
Holders Change %
+4.78%
% of All Funds
30.97%
Holding in Top 10
103
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+47.14%
% of All Funds
2.75%
New
129
Increased
401
Reduced
472
Closed
63
Calls
$526M
Puts
$560M
Net Calls
-$33.9M
Net Calls Change
+$174M

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$491M
2
BIM
BlackRock Investment Management
Delaware
+$239M
3
Capital World Investors
Capital World Investors
California
+$222M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$153M

Top Sellers

1
IC
Institutional Capital
Illinois
-$495M
2
DSA
Davis Selected Advisers
Arizona
-$371M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$355M
4
Invesco
Invesco
Georgia
-$300M
5
Harris Associates
Harris Associates
Illinois
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
801
Balasa Dinverno & Foltz
$735K +$18K +152 +3%
Verition Fund Management
802
Verition Fund Management
Connecticut
$733K +$733K +6,196 New
CFB
803
Cullen/Frost Bankers
Texas
$731K -$37.1K -314 -5%
NAMA
804
Nikko Asset Management Americas
New York
$726K – – –
VIA
805
Vident Investment Advisory
Georgia
$717K -$132K -1,119 -16%
DA
806
Dunvegan Associates
California
$717K – – –
AII
807
AGF Investments Inc
Ontario, Canada
$710K – – –
PCM
808
Price Capital Management
Louisiana
$710K +$710K +6,004 New
SPC
809
Sigma Planning Corp
Michigan
$709K +$131K +1,105 +23%
JIC
810
Johnson Investment Counsel
Ohio
$698K +$3.78K +32 +0.5%
CFA
811
CT Financial Advisors
Pennsylvania
$687K -$42.5K -359 -6%
ATC
812
Argent Trust Company
Louisiana
$686K – – –
LG
813
Laidlaw Group
New York
$686K – – –
TIA
814
Tiemann Investment Advisors
California
$679K +$94K +795 +16%
SSG
815
Summit Securities Group
New York
$674K +$260K +2,200 +63%
RP
816
Reinhart Partners
Wisconsin
$673K +$673K +5,690 New
HRIA
817
Haberer Registered Investment Advisor
Ohio
$671K +$828 +7 +0.1%
DTL
818
Dynamic Technology Lab
Singapore
$661K +$661K +5,598 New
PWMAG
819
Pinnacle Wealth Management Advisory Group
New Jersey
$652K +$652K +5,515 New
VWM
820
Vector Wealth Management
Minnesota
$649K -$118K -995 -15%
DWT
821
Dorsey & Whitney Trust
South Dakota
$646K -$16.9K -143 -3%
HHGA
822
Halbert Hargrove Global Advisors
California
$643K +$274K +2,317 +74%
IAS
823
IMA Advisory Services
Colorado
$641K -$96.4K -815 -13%
CCM
824
Check Capital Management
California
$639K – – –
TF
825
Tompkins Financial
New York
$638K +$32.7K +276 +5%
31 32
33
34 35