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UnitedHealth
UNH

Overview Fund Activity

954 hedge funds and large institutions have $72.9B invested in UnitedHealth in 2014 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 342 increasing their positions, 395 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
954
Holders Change
+8
Holders Change %
+0.85%
% of All Funds
27.57%
Holding in Top 10
48
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+50%
% of All Funds
1.39%
New
84
Increased
342
Reduced
395
Closed
63
Calls
$447M
Puts
$254M
Net Calls
+$193M
Net Calls Change
+$360M

Top Buyers

1
IIS
Ignis Investment Services
United Kingdom
+$491M
2
LP
Longview Partners
Guernsey
+$476M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$462M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$416M
5
FMI
Fiduciary Management Inc
Wisconsin
+$395M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$836M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$389M
3
State Street
State Street
Massachusetts
-$181M
4
UBS AM
UBS AM
Illinois
-$178M
5
Boston Partners
Boston Partners
Massachusetts
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
TT
826
Tower Trust
Indiana
$249K – – –
BMO
827
Beck Mack & Oliver
New York
$248K – – –
DDPIC
828
Deroy & Devereaux Private Investment Counsel
Michigan
$246K – – –
BIC
829
Beach Investment Counsel
Pennsylvania
$246K – – –
JRP
830
Jasper Ridge Partners
California
$246K – – –
FBFS
831
First Business Financial Services
Wisconsin
$245K +$245K +2,991 New
CCFCSB
832
Cape Cod Five Cents Savings Bank
Massachusetts
$242K +$242K +2,949 New
FCCM
833
First City Capital Management
Georgia
$239K – – –
HB
834
Homrich & Berg
Georgia
$238K -$17.6K -215 -7%
DSC
835
Duncker Streett & Co
Missouri
$238K – – –
LCM
836
Logan Capital Management
Pennsylvania
$238K – – –
CC
837
Courier Capital
New York
$237K – – –
BCMO
838
Buckingham Capital Management (Ohio)
Ohio
$237K +$237K +2,886 New
RT
839
Reliance Trust
Georgia
$236K -$1.64K -20 -0.7%
Fisher Asset Management
840
Fisher Asset Management
Washington
$234K -$8.44K -103 -3%
GA
841
Glenhill Advisors
New York
$233K +$95.5K +1,162 +69%
CNBT
842
Canandaigua National Bank & Trust
New York
$231K +$231K +2,822 New
SI
843
Scout Investments
Missouri
$230K – – –
BP
844
Ballentine Partners
Massachusetts
$228K +$228K +2,787 New
Jane Street
845
Jane Street
New York
$227K -$1.44M -17,609 -86%
WA
846
WFG Advisors
Texas
$226K -$295K -3,596 -57%
ICOA
847
Investment Centers of America
North Dakota
$226K +$226K +3,148 New
GIM
848
Goelzer Investment Management
Indiana
$224K -$1.97K -24 -0.9%
NPC
849
National Planning Corporation
California
$222K -$4.08K -50 -2%
Westfield Capital Management
850
Westfield Capital Management
Massachusetts
$216K +$216K +2,640 New
32 33
34
35 36