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UnitedHealth
UNH

Overview Fund Activity

1,217 hedge funds and large institutions have $98.4B invested in UnitedHealth in 2015 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 425 increasing their positions, 523 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+14
Holders Change %
+1.16%
% of All Funds
31.96%
Holding in Top 10
68
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-31.31%
% of All Funds
1.79%
New
116
Increased
425
Reduced
523
Closed
89
Calls
$568M
Puts
$750M
Net Calls
-$182M
Net Calls Change
-$401M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$220M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$215M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$164M
4
MC
Maverick Capital
Texas
+$162M
5
Dodge & Cox
Dodge & Cox
California
+$125M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$226M
2
DSA
Davis Selected Advisers
Arizona
-$199M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
4
BA
BlackRock Advisors
Delaware
-$164M
5
PHS
PFM Health Sciences
California
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
826
Private Trust Company
Ohio
$772K -$313K -2,659 -29%
CIA
827
Capital Investment Advisors
Georgia
$772K +$25.3K +215 +3%
ARMT
828
Amica Retiree Medical Trust
Rhode Island
$771K – – –
CA
829
Cambridge Advisors
Nebraska
$766K – – –
CPR
830
CSU Producer Resources
Ohio
$753K – – –
TP
831
Truvvo Partners
New York
$753K +$753K +6,400 New
PAM
832
PartnerRe Asset Management
Connecticut
$752K -$1.28M -10,867 -63%
AWM
833
Arbor Wealth Management
Florida
$751K +$751K +6,788 New
TIM
834
Tortoise Investment Management
New York
$749K – – –
BAM
835
Barrett Asset Management
New York
$746K – – –
MC
836
Moors & Cabot
Massachusetts
$743K -$292K -2,458 -28%
TH
837
TCTC Holdings
Texas
$740K – – –
PWMAG
838
Pinnacle Wealth Management Advisory Group
New Jersey
$735K +$1.18K +10 +0.2%
LH
839
Lebenthal Holdings
New York
$730K -$224K -1,906 -24%
PAIA
840
Park Avenue Institutional Advisers
New York
$726K -$19.9K -169 -3%
PMAM
841
Picton Mahoney Asset Management
Ontario, Canada
$718K -$22.7M -193,050 -97%
NAMA
842
Nikko Asset Management Americas
New York
$714K – – –
CK
843
Carnick & Kubik
Colorado
$708K +$42.3K +359 +6%
Koshinski Asset Management
844
Koshinski Asset Management
Illinois
$705K +$82.4K +700 +13%
BCP
845
Berkeley Capital Partners
Georgia
$704K +$704K +5,985 New
HIMC
846
Heritage Investors Management Corp
Maryland
$703K +$488K +4,150 +228%
BC
847
Brinker Capital
Pennsylvania
$703K +$703K +5,976 New
SSIA
848
Spero-Smith Investment Advisers
Ohio
$698K +$698K +5,934 New
GAM
849
Gotham Asset Management
New York
$693K -$2.46M -20,948 -78%
PP
850
Pegasus Partners
Wisconsin
$693K – – –
32 33
34
35 36