UNH icon

UnitedHealth
UNH

Overview Fund Activity

1,108 hedge funds and large institutions have $86.1B invested in UnitedHealth in 2014 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 351 increasing their positions, 424 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,108
Holders Change
+136
Holders Change %
+13.99%
% of All Funds
29.57%
Holding in Top 10
70
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+42.86%
% of All Funds
1.87%
New
193
Increased
351
Reduced
424
Closed
45
Calls
$417M
Puts
$625M
Net Calls
-$208M
Net Calls Change
-$119M

Top Buyers

1
MCM
1
Marsico Capital Management
Colorado
$256M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$430M
3
Ameriprise
3
Ameriprise
Minnesota
$338M
4
JIM
4
Jensen Investment Management
Oregon
$136M
5
State Street
5
State Street
Massachusetts
$4.72B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.03B
2
Invesco
2
Invesco
Georgia
$720M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$191M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.69B
5
DSA
5
Davis Selected Advisers
Arizona
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
GWCM
826
Godshalk Welsh Capital Management
Pennsylvania
$459K +$459K +4,545 New
FB
827
Fulton Bank
Pennsylvania
$458K -$7.59K -75 -2%
Mariner
828
Mariner
Kansas
$456K +$37.4K +370 +9%
SFSG
829
Stearns Financial Services Group
North Carolina
$455K +$2.93K +29 +0.6%
SFM
830
Signet Financial Management
New Jersey
$454K +$454K +4,489 New
MAM
831
Mizuho Asset Management
Japan
$445K -$3.56M -35,273 -89%
FMLI
832
Fukoku Mutual Life Insurance
Japan
$445K – – –
SFG
833
SNS Financial Group
Minnesota
$445K +$101 +1 +0%
SFP
834
Santa Fe Partners
New Mexico
$444K +$108K +1,063 +32%
MIC
835
MU Investments Company
Japan
$441K +$20.5K +200 +5%
SIM
836
SSI Investment Management
California
$439K – – –
SYBT
837
Stock Yards Bank & Trust
Kentucky
$439K +$80.9K +800 +23%
JIP
838
Jaffetilchin Investment Partners
Florida
$439K +$439K +4,338 New
NP
839
NorthRock Partners
Minnesota
$437K +$437K +4,323 New
SFSIG
840
San Francisco Sentry Investment Group
California
$435K – – –
KL
841
Kinsight LLC
Alabama
$435K – – –
LW
842
Linscomb Wealth
Texas
$433K – – –
IB
843
Intrust Bank
Kansas
$432K +$51.8K +512 +14%
BAS
844
Brown Advisory Securities
Maryland
$429K +$8.57K +85 +2%
Koshinski Asset Management
845
Koshinski Asset Management
Illinois
$429K +$429K +4,245 New
CO
846
Caldwell & Orkin
Georgia
$425K +$425K +4,200 New
TCOV
847
Trust Company of Vermont
Vermont
$423K +$31.4K +310 +8%
CB
848
Chemical Bank
Michigan
$421K +$95.9K +950 +30%
OC
849
Oakworth Capital
Alabama
$421K +$404K +4,000 +2,381%
MHS
850
M Holdings Securities
Oregon
$410K -$41.2K -408 -9%
32 33
34
35 36