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UnitedHealth
UNH

Overview Fund Activity

1,203 hedge funds and large institutions have $97.4B invested in UnitedHealth in 2015 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 482 increasing their positions, 451 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+5
Holders Change %
+0.42%
% of All Funds
33.62%
Holding in Top 10
99
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.98%
% of All Funds
2.77%
New
88
Increased
482
Reduced
451
Closed
74
Calls
$996M
Puts
$777M
Net Calls
+$219M
Net Calls Change
+$324M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$762M
2
Bank of America
Bank of America
North Carolina
+$476M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$390M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$291M
5
Citadel Advisors
Citadel Advisors
Florida
+$181M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$420M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$395M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$213M
4
ClearBridge Investments
ClearBridge Investments
New York
-$151M
5
DSA
Davis Selected Advisers
Arizona
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
826
Cambridge Advisors
Nebraska
$755K – – –
CPR
827
CSU Producer Resources
Ohio
$742K – – –
BOH
828
Bank of Hawaii
Hawaii
$739K – – –
TIM
829
Tortoise Investment Management
New York
$738K – – –
CIA
830
Capital Investment Advisors
Georgia
$737K +$13.8K +119 +2%
PAIA
831
Park Avenue Institutional Advisers
New York
$736K -$10.3K -89 -1%
BAM
832
Barrett Asset Management
New York
$736K – – –
Kayne Anderson Rudnick Investment Management
833
Kayne Anderson Rudnick Investment Management
California
$736K +$736K +6,347 New
TH
834
TCTC Holdings
Texas
$729K +$729K +6,290 New
PWMAG
835
Pinnacle Wealth Management Advisory Group
New Jersey
$723K -$35.4K -305 -5%
MCM
836
Murphy Capital Management
New Jersey
$709K -$212K -1,826 -23%
FMBTD
837
First Midwest Bank Trust Division
Illinois
$698K +$29.9K +258 +4%
IIA
838
IPG Investment Advisors
California
$696K +$348K +3,000 +100%
PRHC
839
P.R. Herzig & Co
New York
$696K – – –
NAMA
840
Nikko Asset Management Americas
New York
$685K – – –
PP
841
Pegasus Partners
Wisconsin
$684K – – –
Victory Capital Management
842
Victory Capital Management
Texas
$670K -$57.1K -492 -8%
CK
843
Carnick & Kubik
Colorado
$656K -$345K -2,970 -34%
PIM
844
Penobscot Investment Management
Massachusetts
$655K +$276K +2,375 +73%
CFA
845
CT Financial Advisors
Pennsylvania
$653K -$20.6K -178 -3%
CNC
846
Citizens & Northern Corp
Pennsylvania
$650K -$51.4K -443 -7%
GLI
847
Guardian Life Insurance
New York
$647K +$163K +1,402 +34%
SFT
848
Simmons First Trust
Arkansas
$645K -$229K -1,972 -26%
ATC
849
Argent Trust Company
Louisiana
$645K -$9.86K -85 -2%
Koshinski Asset Management
850
Koshinski Asset Management
Illinois
$645K +$42.7K +350 +7%
32 33
34
35 36