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UnitedHealth
UNH

Overview Fund Activity

946 hedge funds and large institutions have $65.6B invested in UnitedHealth in 2013 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 341 increasing their positions, 364 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
+68
Holders Change %
+7.74%
% of All Funds
27.48%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.93%
New
125
Increased
341
Reduced
364
Closed
51
Calls
$461M
Puts
$627M
Net Calls
-$166M
Net Calls Change
-$334M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$386M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$341M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$305M
4
FMI
Fiduciary Management Inc
Wisconsin
+$277M
5
ClearBridge Investments
ClearBridge Investments
New York
+$214M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$714M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$300M
3
Boston Partners
Boston Partners
Massachusetts
-$228M
4
WRF
Waddell & Reed Financial
Kansas
-$210M
5
Ameriprise
Ameriprise
Minnesota
-$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
851
Orrstown Financial Services
Pennsylvania
$173K – – –
SHWM
852
Smith & Howard Wealth Management
Georgia
$157K +$56.6K +750 +56%
EFSCE
853
Enterprise Financial Services Corp (EFSC)
Missouri
$143K -$20.9K -277 -13%
FI
854
FCM Investments
Texas
$143K – – –
FAM
855
Formidable Asset Management
Ohio
$143K – – –
KTC
856
Kistler-Tiffany Companies
Pennsylvania
$135K +$21.3K +283 +19%
RFA
857
Reilly Financial Advisors
California
$131K +$121K +1,600 +1,159%
LWM
858
LBA Wealth Management
Florida
$128K +$128K +1,705 New
GA
859
Glenhill Advisors
New York
$126K -$2.66M -35,258 -95%
PMFA
860
Plante Moran Financial Advisors
Michigan
$126K +$57.1K +759 +83%
JFA
861
JNBA Financial Advisors
Minnesota
$123K +$10.5K +140 +9%
ACM
862
Aviance Capital Management
Florida
$123K +$123K +1,628 New
JWM
863
Jacobus Wealth Management
Wisconsin
$123K +$123K +1,634 New
PSI
864
Pinnacle Summer Investments
Virginia
$122K +$64.2K +850 +111%
ICM
865
ICC Capital Management
Florida
$117K -$7.51K -100 -6%
IMS
866
Index Management Solutions
Pennsylvania
$116K -$6.13K -81 -5%
Fuller & Thaler Asset Management
867
Fuller & Thaler Asset Management
California
$113K – – –
GCT
868
Galaxy Capital Trading
British Virgin Islands
$113K +$113K +1,500 New
FMT
869
First Mercantile Trust
Tennessee
$110K -$519K -6,870 -83%
FA
870
Friess Associates
Delaware
$110K +$4.52K +60 +4%
WA
871
WealthTrust-Arizona
Arizona
$98K – – –
HIM
872
Hillsdale Investment Management
Ontario, Canada
$98K +$90.5K +1,200 +1,200%
VIA
873
Vantage Investment Advisors
Pennsylvania
$98K +$98K +1,308 New
FHA
874
First Horizon Advisors
Tennessee
$95K -$5.29K -75 -5%
WEC
875
Winslow Evans & Crocker
Massachusetts
$95K +$95K +1,267 New
33 34
35
36 37