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UnitedHealth
UNH

Overview Fund Activity

1,161 hedge funds and large institutions have $99B invested in UnitedHealth in 2015 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 401 increasing their positions, 472 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+53
Holders Change %
+4.78%
% of All Funds
30.97%
Holding in Top 10
103
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+47.14%
% of All Funds
2.75%
New
129
Increased
401
Reduced
472
Closed
63
Calls
$526M
Puts
$560M
Net Calls
-$33.9M
Net Calls Change
+$174M

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$491M
2
BIM
BlackRock Investment Management
Delaware
+$239M
3
Capital World Investors
Capital World Investors
California
+$222M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$153M

Top Sellers

1
IC
Institutional Capital
Illinois
-$495M
2
DSA
Davis Selected Advisers
Arizona
-$371M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$355M
4
Invesco
Invesco
Georgia
-$300M
5
Harris Associates
Harris Associates
Illinois
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
826
Timber Hill
Connecticut
$636K +$636K +5,380 New
NP
827
NorthRock Partners
Minnesota
$635K +$124K +1,048 +24%
WSCM
828
Wellington Shields Capital Management
New York
$634K +$4.73K +40 +0.8%
LCM
829
LVM Capital Management
Michigan
$631K – – –
BRWA
830
B. Riley Wealth Advisors
Florida
$625K -$177K -1,494 -22%
BC
831
Brinker Capital
Pennsylvania
$624K -$40.7K -344 -6%
GF
832
Gerstein Fisher
New York
$624K +$21.9K +185 +4%
PP
833
Patten & Patten
Tennessee
$618K +$618K +5,225 New
WA
834
WFG Advisors
Texas
$613K +$27.3K +231 +5%
GG
835
Gofen & Glossberg
Illinois
$611K – – –
FFSOTS
836
Fiduciary Financial Services of The Southwest
Texas
$596K +$276K +2,333 +86%
SIA
837
Starfire Investment Advisers
Michigan
$591K +$591K +5,000 New
HM
838
Harvest Management
New York
$591K +$591K +5,000 New
GAM
839
Gotham Asset Management
New York
$587K -$389K -3,284 -40%
BC
840
Bartlett & Co
Ohio
$584K +$35.5K +300 +6%
FTI
841
Fiduciary Trust International
Massachusetts
$580K -$127K -1,076 -18%
CCMG
842
Clark Capital Management Group
Pennsylvania
$580K -$67.1K -568 -10%
DAC
843
Dividend Assets Capital
South Carolina
$575K +$107K +905 +23%
DVM
844
Dreman Value Management
Florida
$568K – – –
AA
845
ALPS Advisors
Colorado
$565K -$171K -1,443 -23%
BBHC
846
Brown Brothers Harriman & Co
New York
$565K – – –
Koshinski Asset Management
847
Koshinski Asset Management
Illinois
$562K +$60.3K +510 +12%
SC
848
Saturna Capital
Washington
$560K – – –
BAS
849
Brown Advisory Securities
Maryland
$558K +$55.3K +468 +11%
GSBTD
850
Glenview State Bank Trust Department
Illinois
$547K – – –
32 33
34
35 36