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UnitedHealth
UNH

Overview Fund Activity

961 hedge funds and large institutions have $72.3B invested in UnitedHealth in 2014 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 406 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+7
Holders Change %
+0.73%
% of All Funds
27.64%
Holding in Top 10
40
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16.67%
% of All Funds
1.15%
New
64
Increased
343
Reduced
406
Closed
49
Calls
$409M
Puts
$331M
Net Calls
+$77.4M
Net Calls Change
-$116M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$658M
2
Dodge & Cox
Dodge & Cox
California
+$283M
3
IC
Institutional Capital
Illinois
+$258M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$249M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$225M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$435M
2
PI
Putnam Investments
Massachusetts
-$289M
3
IIS
Ignis Investment Services
United Kingdom
-$228M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$182M
5
O
OppenheimerFunds
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMO
826
Beck Mack & Oliver
New York
$263K +$16.3K +200 +7%
AWA
827
AmeriServ Wealth Advisors
Pennsylvania
$262K -$8.19K -100 -3%
CBN
828
Cadence Bank NA
Texas
$258K – – –
CCFCSB
829
Cape Cod Five Cents Savings Bank
Massachusetts
$255K +$13.5K +165 +6%
VF
830
Virtu Financial
New York
$253K -$174K -2,134 -41%
ID
831
Integral Derivatives
New York
$253K -$16.4K -200 -6%
HB
832
Homrich & Berg
Georgia
$251K +$13.9K +170 +6%
BO
833
Bank OZK
Arkansas
$250K +$49K +600 +24%
CFMC
834
Curbstone Financial Management Corp
New Hampshire
$249K -$7.35K -90 -3%
SFM
835
Signature Financial Management
Virginia
$249K +$47.6K +582 +24%
SC
836
SouthState Corp
Florida
$246K -$20.6K -252 -8%
DDPIC
837
Deroy & Devereaux Private Investment Counsel
Michigan
$245K – – –
BIC
838
Beach Investment Counsel
Pennsylvania
$245K – – –
JRP
839
Jasper Ridge Partners
California
$245K – – –
FMWA
840
Forvis Mazars Wealth Advisors
Missouri
$242K -$9.63K -118 -4%
FBFS
841
First Business Financial Services
Wisconsin
$240K -$4.5K -55 -2%
PC
842
Passport Capital
California
$239K +$239K +2,928 New
FCCM
843
First City Capital Management
Georgia
$239K – – –
LCM
844
Logan Capital Management
Pennsylvania
$237K – – –
RT
845
Reliance Trust
Georgia
$235K – – –
CC
846
Courier Capital
New York
$233K -$2.86K -35 -1%
CNBT
847
Canandaigua National Bank & Trust
New York
$231K – – –
SI
848
Scout Investments
Missouri
$229K – – –
TC
849
TradeLink Capital
Illinois
$229K +$229K +2,800 New
DSC
850
Duncker Streett & Co
Missouri
$227K -$10.2K -125 -4%
32 33
34
35 36