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UnitedHealth
UNH

Overview Fund Activity

1,203 hedge funds and large institutions have $97.4B invested in UnitedHealth in 2015 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 482 increasing their positions, 451 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+5
Holders Change %
+0.42%
% of All Funds
33.62%
Holding in Top 10
99
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.98%
% of All Funds
2.77%
New
88
Increased
482
Reduced
451
Closed
74
Calls
$996M
Puts
$777M
Net Calls
+$219M
Net Calls Change
+$324M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$762M
2
Bank of America
Bank of America
North Carolina
+$476M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$390M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$291M
5
Citadel Advisors
Citadel Advisors
Florida
+$181M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$420M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$395M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$213M
4
ClearBridge Investments
ClearBridge Investments
New York
-$151M
5
DSA
Davis Selected Advisers
Arizona
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
801
Balasa Dinverno & Foltz
$917K +$124K +1,069 +16%
BPCE
802
Bank Pictet & Cie (Europe)
Germany
$912K +$44.7K +385 +5%
GIA
803
GHP Investment Advisors
Colorado
$892K +$42K +362 +5%
CEP
804
Chicago Equity Partners
Illinois
$884K +$513K +4,420 +138%
PCM
805
Prelude Capital Management
New York
$858K -$582K -5,018 -40%
CCA
806
Catalyst Capital Advisors
New York
$858K – – –
BCI
807
Brinker Capital Investments
Pennsylvania
$845K -$8.59K -74 -1%
PVWM
808
Point View Wealth Management
New Jersey
$843K -$14.6K -126 -2%
BFS
809
Bradley Foster & Sargent
Connecticut
$841K +$48.1K +415 +6%
NCMW
810
Northern Capital Management (Wisconsin)
Wisconsin
$838K -$17.4K -150 -2%
CFB
811
Cullen/Frost Bankers
Texas
$837K -$11.9K -103 -1%
BAM
812
Berkshire Asset Management
Pennsylvania
$834K -$1.51K -13 -0.2%
WEC
813
Winslow Evans & Crocker
Massachusetts
$808K +$232 +2 +0%
EHWM
814
Eads & Heald Wealth Management
Georgia
$806K -$32.3K -278 -4%
CAG
815
Crestwood Advisors Group
Massachusetts
$803K -$557K -4,802 -41%
CCA
816
Checchi Capital Advisers
California
$799K +$47.1K +406 +6%
TCMG
817
TSP Capital Management Group
New Jersey
$795K – – –
PCM
818
Price Capital Management
Louisiana
$793K +$793K +6,832 New
OC
819
Oarsman Capital
Wisconsin
$790K +$6.96K +60 +0.9%
WA
820
WESPAC Advisors
California
$789K -$375K -3,230 -32%
BW
821
Bison Wealth
Georgia
$785K -$189K -1,625 -19%
VKH
822
Virtu KCG Holdings
New York
$778K -$1.91M -16,473 -71%
LPT
823
Legacy Private Trust
Wisconsin
$775K -$34.8K -300 -4%
TF
824
Tompkins Financial
New York
$775K +$161K +1,389 +26%
ARMT
825
Amica Retiree Medical Trust
Rhode Island
$760K – – –
31 32
33
34 35