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UnitedHealth
UNH

Overview Fund Activity

878 hedge funds and large institutions have $63B invested in UnitedHealth in 2013 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 279 increasing their positions, 382 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
+25
Holders Change %
+2.93%
% of All Funds
28.48%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
1.27%
New
101
Increased
279
Reduced
382
Closed
68
Calls
$530M
Puts
$362M
Net Calls
+$168M
Net Calls Change
-$186K

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$444M
2
MCM
2
Marsico Capital Management
Colorado
$178M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.82B
4
FMI
4
Fiduciary Management Inc
Wisconsin
$138M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.07B

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$300M
2
EIP
2
Epoch Investment Partners
New York
$235M
3
Bessemer Group
3
Bessemer Group
New Jersey
$1.83M
4
OH
4
Orbis Holdings
Bermuda
$202M
5
PCM
5
PAR Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
826
Joel Isaacson & Co
New York
$36K – – –
SFS
827
Signator Financial Services
Massachusetts
$36K – – –
WF
828
WealthTrust Fairport
Ohio
$34K – – –
NIM
829
NuWave Investment Management
New Jersey
$34K +$15.1K +210 +80%
QAM
830
QCI Asset Management
New York
$33K +$2.84K +40 +9%
NES
831
New England Securities
New York
$32K +$5.15K +71 +19%
PSC
832
Prentiss Smith & Co
Vermont
$30K – – –
VCM
833
Vigilant Capital Management
Maine
$29K – – –
BFEC
834
Benjamin F. Edwards & Company
Missouri
$29K – – –
GGPS
835
Gary Goldberg Planning Services
New York
$29K +$29K +400 New
LFR
836
Lehman Financial Resources
Pennsylvania
$29K +$29K +400 New
FWM
837
Focused Wealth Management
New York
$29K +$29K +404 New
GXMC
838
Global X Management Company
New York
$27K -$13.4K -188 -33%
MUMSS
839
Mitsubishi UFJ Morgan Stanley Securities
Japan
$27K +$27K +380 New
BOK
840
Bank of Kentucky
Kentucky
$26K – – –
ATC
841
Adirondack Trust Company
New York
$26K – – –
FMP
842
Financial Management Professionals
Texas
$25K – – –
LWA
843
Lenox Wealth Advisors
New York
$25K +$12.3K +175 +97%
CFA
844
Carroll Financial Associates
North Carolina
$22K – – –
IRS
845
Invictus RG (Singapore)
Singapore
$21K -$155K -2,176 -88%
NC
846
NewSquare Capital
Pennsylvania
$19K +$17K +240 +828%
FBT
847
Founders Bank & Trust
Michigan
$18K – – –
Victory Capital Management
848
Victory Capital Management
Texas
$18K +$18K +253 New
AC
849
Alexandria Capital
Virginia
$17K -$12.5K -171 -42%
SC
850
StellarOne Corp
Virginia
$16K – – –
32 33
34
35 36