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UnitedHealth
UNH

Overview Fund Activity

1,108 hedge funds and large institutions have $86.1B invested in UnitedHealth in 2014 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 351 increasing their positions, 424 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,108
Holders Change
+136
Holders Change %
+13.99%
% of All Funds
29.57%
Holding in Top 10
70
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+42.86%
% of All Funds
1.87%
New
193
Increased
351
Reduced
424
Closed
45
Calls
$417M
Puts
$625M
Net Calls
-$208M
Net Calls Change
-$119M

Top Buyers

1
MCM
1
Marsico Capital Management
Colorado
$256M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$430M
3
Ameriprise
3
Ameriprise
Minnesota
$338M
4
JIM
4
Jensen Investment Management
Oregon
$136M
5
State Street
5
State Street
Massachusetts
$4.72B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.03B
2
Invesco
2
Invesco
Georgia
$720M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$191M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.69B
5
DSA
5
Davis Selected Advisers
Arizona
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
ORI
851
Oak Ridge Investments
Illinois
$410K +$160K +1,588 +64%
CM
852
Churchill Management
California
$407K +$407K +4,025 New
RHBC
853
R.H. Bluestein & Co
Michigan
$404K – – –
DAC
854
Dividend Assets Capital
South Carolina
$400K +$1.52K +15 +0.4%
HPBT
855
High Point Bank & Trust
North Carolina
$397K – – –
HCM
856
HM Capital Management
Missouri
$393K +$393K +3,883 New
HFM
857
Hartford Financial Management
Connecticut
$389K – – –
DT
858
Diversified Trust
Tennessee
$387K +$387K +3,829 New
VIA
859
Vantage Investment Advisors
Pennsylvania
$386K – – –
DWA
860
Douglass Winthrop Advisors
New York
$383K +$25.4K +251 +7%
PFBT
861
Parkside Financial Bank & Trust
Missouri
$380K -$73.5K -727 -16%
AIC
862
Atlantic Investment Company
Georgia
$377K +$377K +3,725 New
TAM
863
Tocqueville Asset Management
New York
$374K -$5.05K -50 -1%
IAMOG
864
Investors Asset Management of Georgia
Georgia
$374K +$374K +3,700 New
SC
865
Scotia Capital
Ontario, Canada
$372K -$743K -7,348 -67%
SC
866
Savant Capital
Illinois
$372K +$23.4K +232 +7%
SHA
867
Smith Hayes Advisers
Nebraska
$370K +$5.46K +54 +1%
HR
868
Howe & Rusling
New York
$369K +$9.1K +90 +3%
CONA
869
Capital One National Association
New York
$366K -$37.2K -368 -9%
DAS
870
Dynamic Advisor Solutions
Arizona
$358K +$358K +3,544 New
Royal London Asset Management
871
Royal London Asset Management
United Kingdom
$358K +$66.9K +64,989 +23%
CCG
872
Cypress Capital Group
Florida
$356K -$57.5K -568 -14%
SSG
873
Summit Securities Group
New York
$354K -$556K -5,500 -61%
MM
874
Midas Management
New York
$354K – – –
CBN
875
Cadence Bank NA
Texas
$354K – – –
33 34
35
36 37