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UnitedHealth
UNH

Overview Fund Activity

954 hedge funds and large institutions have $72.9B invested in UnitedHealth in 2014 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 342 increasing their positions, 395 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
954
Holders Change
+8
Holders Change %
+0.85%
% of All Funds
27.57%
Holding in Top 10
48
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+50%
% of All Funds
1.39%
New
84
Increased
342
Reduced
395
Closed
63
Calls
$447M
Puts
$254M
Net Calls
+$193M
Net Calls Change
+$360M

Top Buyers

1
IIS
Ignis Investment Services
United Kingdom
+$491M
2
LP
Longview Partners
Guernsey
+$476M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$462M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$416M
5
FMI
Fiduciary Management Inc
Wisconsin
+$395M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$836M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$389M
3
State Street
State Street
Massachusetts
-$181M
4
UBS AM
UBS AM
Illinois
-$178M
5
Boston Partners
Boston Partners
Massachusetts
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
851
Hoxton Financial
West Virginia
$213K -$18.4K -225 -8%
S
852
SignatureFD
Georgia
$212K +$19.4K +237 +10%
AHC
853
Adell Harriman & Carpenter
Texas
$210K +$210K +2,560 New
GHA
854
GW Henssler & Associates
Georgia
$203K -$123K -1,496 -38%
HIM
855
Harbour Investment Management
Washington
$203K +$203K +2,480 New
SFM
856
Signature Financial Management
Virginia
$202K +$202K +2,460 New
BO
857
Bank OZK
Arkansas
$201K +$201K +2,460 New
SCA
858
STALEY CAPITAL ADVISERS
Pennsylvania
$200K +$200K +2,440 New
ACM
859
Antonetti Capital Management
Florida
$194K – – –
CA
860
CapWealth Advisors
Tennessee
$191K – – –
EFSCE
861
Enterprise Financial Services Corp (EFSC)
Missouri
$190K +$34.5K +420 +22%
IUAM
862
Itau USA Asset Management
New York
$189K -$57.5K -700 -23%
OFS
863
Orrstown Financial Services
Pennsylvania
$189K – – –
W
864
Wealthfront
California
$182K +$182K +2,223 New
KTC
865
Kistler-Tiffany Companies
Pennsylvania
$178K +$31.2K +381 +21%
IMS
866
Index Management Solutions
Pennsylvania
$159K +$33.2K +405 +26%
NYLT
867
New York Life Trust
New York
$157K -$59.5K -724 -27%
FI
868
FCM Investments
Texas
$156K – – –
JFA
869
JNBA Financial Advisors
Minnesota
$154K +$20.2K +247 +15%
FAM
870
Formidable Asset Management
Ohio
$151K – – –
LWM
871
LBA Wealth Management
Florida
$136K -$4.11K -50 -3%
PSI
872
Pinnacle Summer Investments
Virginia
$122K +$226 +3 +0.2%
FMT
873
First Mercantile Trust
Tennessee
$119K – – –
JT
874
Jump Trading
Illinois
$117K -$559K -6,788 -83%
FHA
875
First Horizon Advisors
Tennessee
$113K +$4.28K +53 +4%
33 34
35
36 37