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UnitedHealth
UNH

Overview Fund Activity

1,217 hedge funds and large institutions have $98.4B invested in UnitedHealth in 2015 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 425 increasing their positions, 523 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+14
Holders Change %
+1.16%
% of All Funds
31.96%
Holding in Top 10
68
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-31.31%
% of All Funds
1.79%
New
116
Increased
425
Reduced
523
Closed
89
Calls
$568M
Puts
$750M
Net Calls
-$182M
Net Calls Change
-$401M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$220M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$215M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$164M
4
MC
Maverick Capital
Texas
+$162M
5
Dodge & Cox
Dodge & Cox
California
+$125M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$226M
2
DSA
Davis Selected Advisers
Arizona
-$199M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
4
BA
BlackRock Advisors
Delaware
-$164M
5
PHS
PFM Health Sciences
California
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPCE
801
Bank Pictet & Cie (Europe)
Germany
$925K – – –
HIM
802
Hermes Investment Management
United Kingdom
$909K -$144K -1,220 -14%
PCMM
803
Private Capital Management (Minnesota)
Minnesota
$906K +$906K +7,700 New
SSWM
804
Sheets Smith Wealth Management
North Carolina
$897K -$221K -1,875 -20%
WAM
805
Wealthspire Advisors (Maryland)
Maryland
$893K +$893K +7,595 New
CFB
806
Cullen/Frost Bankers
Texas
$889K +$39.5K +336 +5%
CAG
807
Crestwood Advisors Group
Massachusetts
$885K +$70.6K +600 +9%
ADL
808
Asset Dedication LLC
California
$883K +$883K +7,505 New
OC
809
Oarsman Capital
Wisconsin
$874K +$72.9K +619 +9%
NCMW
810
Northern Capital Management (Wisconsin)
Wisconsin
$868K +$17.7K +150 +2%
BCI
811
Brinker Capital Investments
Pennsylvania
$867K +$10K +85 +1%
HWP
812
Hefty Wealth Partners
Indiana
$863K +$863K +7,344 New
ACM
813
Apex Capital Management
Ohio
$854K -$83.7K -711 -9%
EHWM
814
Eads & Heald Wealth Management
Georgia
$854K +$36.7K +312 +4%
Jane Street
815
Jane Street
New York
$853K -$2.7M -22,979 -76%
PCM
816
Prelude Capital Management
New York
$852K -$18.8K -160 -2%
PVWM
817
Point View Wealth Management
New Jersey
$845K -$9.64K -82 -1%
TF
818
Tompkins Financial
New York
$844K +$57.7K +490 +7%
BAM
819
Berkshire Asset Management
Pennsylvania
$843K -$2.35K -20 -0.3%
VF
820
Virtu Financial
New York
$843K +$843K +7,164 New
BW
821
Bison Wealth
Georgia
$841K +$45K +382 +6%
WS
822
Wedbush Securities
California
$822K +$323K +2,748 +65%
WPIC
823
White Pine Investment Company
Michigan
$804K -$139K -1,180 -15%
Mariner
824
Mariner
Kansas
$803K -$19.5M -165,505 -96%
TCMG
825
TSP Capital Management Group
New Jersey
$794K -$11.8K -100 -1%
31 32
33
34 35