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UnitedHealth
UNH

Overview Fund Activity

961 hedge funds and large institutions have $72.3B invested in UnitedHealth in 2014 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 406 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+7
Holders Change %
+0.73%
% of All Funds
27.64%
Holding in Top 10
40
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16.67%
% of All Funds
1.15%
New
64
Increased
343
Reduced
406
Closed
49
Calls
$409M
Puts
$331M
Net Calls
+$77.4M
Net Calls Change
-$116M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$1.32B
2
Dodge & Cox
Dodge & Cox
California
$1.35B
3
IC
Institutional Capital
Illinois
$530M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.56B
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$351M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.97B
2
PI
Putnam Investments
Massachusetts
$123M
3
IIS
Ignis Investment Services
United Kingdom
$265M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$4.18B
5
O
OppenheimerFunds
New York
$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
851
National Planning Corporation
California
$224K +$1.31K +16 +0.6%
GIM
852
Goelzer Investment Management
Indiana
$221K -$1.96K -24 -0.9%
FM
853
Foster & Motley
Ohio
$220K -$59.1K -724 -21%
BP
854
Ballentine Partners
Massachusetts
$220K -$7.85K -96 -3%
Westfield Capital Management
855
Westfield Capital Management
Massachusetts
$216K – – –
WA
856
WFG Advisors
Texas
$215K -$10.1K -124 -4%
CL
857
CPWM LLC
Washington
$215K +$215K +2,630 New
CAM
858
Carret Asset Management
New York
$213K +$213K +2,600 New
HF
859
Hoxton Financial
West Virginia
$212K – – –
HCC
860
Hirtle Callaghan & Co
Pennsylvania
$207K +$147K +1,800 +245%
HPC
861
HM Payson & Co
Maine
$204K +$204K +2,495 New
AHC
862
Adell Harriman & Carpenter
Texas
$204K -$5.64K -69 -3%
VFS
863
VSR Financial Services
Kansas
$203K -$440K -5,392 -68%
HIM
864
Harbour Investment Management
Washington
$203K – – –
MCM
865
Murphy Capital Management
New Jersey
$203K +$203K +2,486 New
ORI
866
Oak Ridge Investments
Illinois
$202K +$202K +2,470 New
S
867
SignatureFD
Georgia
$199K -$12.1K -148 -6%
CA
868
CapWealth Advisors
Tennessee
$190K – – –
EAMA
869
EFG Asset Management (Americas)
Florida
$190K +$81.1K +993 +74%
OFS
870
Orrstown Financial Services
Pennsylvania
$188K – – –
IUAM
871
Itau USA Asset Management
New York
$188K – – –
JFA
872
JNBA Financial Advisors
Minnesota
$187K +$33K +403 +21%
Twin Tree Management
873
Twin Tree Management
Texas
$183K +$183K +2,242 New
KTC
874
Kistler-Tiffany Companies
Pennsylvania
$178K – – –
EFSCE
875
Enterprise Financial Services Corp (EFSC)
Missouri
$177K -$12.3K -150 -6%
33 34
35
36 37