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UnitedHealth
UNH

Overview Fund Activity

878 hedge funds and large institutions have $63B invested in UnitedHealth in 2013 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 279 increasing their positions, 382 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
+25
Holders Change %
+2.93%
% of All Funds
28.48%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
1.27%
New
101
Increased
279
Reduced
382
Closed
68
Calls
$530M
Puts
$362M
Net Calls
+$168M
Net Calls Change
-$186K

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$444M
2
MCM
2
Marsico Capital Management
Colorado
$178M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.82B
4
FMI
4
Fiduciary Management Inc
Wisconsin
$138M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.07B

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$300M
2
EIP
2
Epoch Investment Partners
New York
$235M
3
Bessemer Group
3
Bessemer Group
New Jersey
$1.83M
4
OH
4
Orbis Holdings
Bermuda
$202M
5
PCM
5
PAR Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
851
Jones Financial Companies
Missouri
$15K -$10.6K -150 -41%
UB
852
UMB Bank
Missouri
$14.3K -$498 -6,948 -3%
DBT
853
Dubuque Bank & Trust
Iowa
$14K – – –
ARMC
854
American Research & Management Company
Massachusetts
$14K – – –
CBT
855
Central Bank & Trust
Kentucky
$14K – – –
FNBSF
856
First National Bank Sioux Falls
South Dakota
$14K – – –
EWM
857
Elite Wealth Management
Washington
$14K +$14K +200 New
TWA
858
TCI Wealth Advisors
Arizona
$13K – – –
PAS
859
Partnervest Advisory Services
California
$12K +$4.88K +70 +69%
CCM
860
Chilton Capital Management
Texas
$11.1K – – –
RIA
861
Regal Investment Advisors
Michigan
$11K +$70 +1 +0.6%
NYLT
862
New York Life Trust
New York
$10K -$34.8K -498 -78%
RFA
863
Reilly Financial Advisors
California
$10K – – –
ZTNA
864
Zions Trust National Association
Utah
$10K – – –
MAS
865
Madden Advisory Services
Florida
$9K – – –
AA
866
AlphaMark Advisors
Kentucky
$9K – – –
MA
867
MCF Advisors
Kentucky
$8K +$8K +100 New
HIM
868
Hillsdale Investment Management
Ontario, Canada
$7K – – –
LWCFA
869
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$7K +100 New
SNT
870
Security National Trust
West Virginia
$7K +$7K +104 New
WJA
871
Williams Jones & Associates
New York
$6K -$272K -3,620 -98%
GI
872
Gradient Investments
Minnesota
$6K – – –
LNB
873
Ledyard National Bank
$5K – – –
CPS
874
Counsel Portfolio Services
Ontario, Canada
$4.07K +$4.07K +56,852 New
EWM
875
Edge Wealth Management
New York
$4K – – –
33 34
35
36 37