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UnitedHealth
UNH

Overview Fund Activity

946 hedge funds and large institutions have $65.6B invested in UnitedHealth in 2013 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 341 increasing their positions, 364 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
+68
Holders Change %
+7.74%
% of All Funds
27.48%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.93%
New
125
Increased
341
Reduced
364
Closed
51
Calls
$461M
Puts
$627M
Net Calls
-$166M
Net Calls Change
-$334M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$386M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$341M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$305M
4
FMI
Fiduciary Management Inc
Wisconsin
+$277M
5
ClearBridge Investments
ClearBridge Investments
New York
+$214M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$714M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$300M
3
Boston Partners
Boston Partners
Massachusetts
-$228M
4
WRF
Waddell & Reed Financial
Kansas
-$210M
5
Ameriprise
Ameriprise
Minnesota
-$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
JRP
826
Jasper Ridge Partners
California
$226K – – –
BIC
827
Beach Investment Counsel
Pennsylvania
$226K – – –
Fisher Asset Management
828
Fisher Asset Management
Washington
$223K +$223K +2,960 New
BHA
829
Beech Hill Advisors
New York
$220K – – –
FCCM
830
First City Capital Management
Georgia
$220K -$18.8K -250 -8%
CC
831
Courier Capital
New York
$218K -$754 -10 -0.3%
RT
832
Reliance Trust
Georgia
$218K – – –
LCM
833
Logan Capital Management
Pennsylvania
$218K – – –
DSC
834
Duncker Streett & Co
Missouri
$218K +$82.7K +1,100 +61%
AHB
835
Abner Herrman & Brock
New Jersey
$214K -$2.69M -36,251 -93%
HF
836
Hoxton Financial
West Virginia
$213K +$213K +2,824 New
GVT
837
Genesee Valley Trust
New York
$212K -$11.7K -155 -5%
NPC
838
National Planning Corporation
California
$212K +$212K +2,769 New
SI
839
Scout Investments
Missouri
$211K – – –
RBC
840
Ronald Blue & Co
Georgia
$209K -$124K -1,645 -37%
GIM
841
Goelzer Investment Management
Indiana
$207K -$4.1M -54,516 -95%
IB
842
Intrust Bank
Kansas
$204K +$204K +2,705 New
BHB
843
Bank Hapoalim BM
Israel
$203K +$203K +2,700 New
RCM
844
Rotella Capital Management
Washington
$202K +$202K +2,678 New
NYLT
845
New York Life Trust
New York
$198K +$187K +2,492 +1,743%
PL
846
Parkwood LLC
Ohio
$195K +$195K +2,596 New
SFSIG
847
San Francisco Sentry Investment Group
California
$188K -$346K -4,600 -65%
ACM
848
Antonetti Capital Management
Florida
$178K -$16.9K -225 -9%
S
849
SignatureFD
Georgia
$177K -$5.27K -70 -3%
CA
850
CapWealth Advisors
Tennessee
$175K – – –
32 33
34
35 36