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UnitedHealth
UNH

Overview Fund Activity

1,198 hedge funds and large institutions have $101B invested in UnitedHealth in 2015 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 449 increasing their positions, 473 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+37
Holders Change %
+3.19%
% of All Funds
32.31%
Holding in Top 10
101
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.94%
% of All Funds
2.72%
New
108
Increased
449
Reduced
473
Closed
57
Calls
$596M
Puts
$701M
Net Calls
-$105M
Net Calls Change
-$71.3M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$404M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$390M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$246M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$198M
5
BA
BlackRock Advisors
Delaware
+$177M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
-$378M
2
State Street
State Street
Massachusetts
-$277M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$267M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$223M
5
LP
Longview Partners
Guernsey
-$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
801
Winslow Evans & Crocker
Massachusetts
$849K -$14.2K -116 -2%
EB
802
Eastern Bank
Massachusetts
$837K – – –
TCMG
803
TSP Capital Management Group
New Jersey
$836K +$836K +6,850 New
BFS
804
Bradley Foster & Sargent
Connecticut
$834K -$37.2K -305 -4%
BDF
805
Balasa Dinverno & Foltz
$834K +$76.5K +627 +10%
MCM
806
Moore Capital Management
New York
$829K -$407K -3,333 -33%
OC
807
Oarsman Capital
Wisconsin
$823K +$36K +295 +5%
VIA
808
Vident Investment Advisory
Georgia
$807K +$67.5K +553 +9%
ARMT
809
Amica Retiree Medical Trust
Rhode Island
$800K – – –
JIC
810
Johnson Investment Counsel
Ohio
$799K +$78.4K +643 +11%
PWMAG
811
Pinnacle Wealth Management Advisory Group
New Jersey
$798K +$125K +1,025 +19%
CA
812
Cambridge Advisors
Nebraska
$794K – – –
ACM
813
Argonaut Capital Management
New York
$793K -$805K -6,600 -50%
CCA
814
Checchi Capital Advisers
California
$791K -$96.4K -790 -11%
PAIA
815
Park Avenue Institutional Advisers
New York
$785K +$785K +6,431 New
LMAM
816
Legg Mason Asset Management
Japan
$781K -$61K -500 -7%
CPR
817
CSU Producer Resources
Ohio
$781K – – –
BOH
818
Bank of Hawaii
Hawaii
$777K – – –
TIM
819
Tortoise Investment Management
New York
$777K – – –
BAM
820
Barrett Asset Management
New York
$774K -$95.1K -780 -11%
Victory Capital Management
821
Victory Capital Management
Texas
$771K +$521K +4,236 +209%
CIA
822
Capital Investment Advisors
Georgia
$760K -$51.5K -422 -6%
WIS
823
Wright Investors Service
Connecticut
$759K – – –
FNBT
824
FineMark National Bank & Trust
Florida
$756K -$108K -885 -12%
DA
825
Dunvegan Associates
California
$740K – – –
31 32
33
34 35