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UnitedHealth
UNH

Overview Fund Activity

1,203 hedge funds and large institutions have $97.4B invested in UnitedHealth in 2015 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 482 increasing their positions, 451 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+5
Holders Change %
+0.42%
% of All Funds
33.62%
Holding in Top 10
99
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.98%
% of All Funds
2.77%
New
88
Increased
482
Reduced
451
Closed
74
Calls
$996M
Puts
$777M
Net Calls
+$219M
Net Calls Change
+$324M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$762M
2
Bank of America
Bank of America
North Carolina
+$476M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$390M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$291M
5
Citadel Advisors
Citadel Advisors
Florida
+$181M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$420M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$395M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$213M
4
ClearBridge Investments
ClearBridge Investments
New York
-$151M
5
DSA
Davis Selected Advisers
Arizona
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
851
Gerstein Fisher
New York
$640K -$33.6K -290 -5%
TIA
852
Tiemann Investment Advisors
California
$640K -$26.1K -225 -4%
BBHC
853
Brown Brothers Harriman & Co
New York
$630K +$26.4K +228 +4%
WSCM
854
Wellington Shields Capital Management
New York
$621K – – –
GG
855
Gofen & Glossberg
Illinois
$620K +$21.6K +186 +4%
PL
856
Parkwood LLC
Ohio
$616K +$616K +5,309 New
CF
857
CenterStar Fund
Illinois
$606K -$36K – –
PP
858
Patten & Patten
Tennessee
$599K – – –
IAS
859
IMA Advisory Services
Colorado
$598K +$58.2K +521 +11%
EB
860
Eastern Bank
Massachusetts
$596K -$200K -1,723 -25%
DWT
861
Dorsey & Whitney Trust
South Dakota
$596K -$80.5K -694 -12%
QC
862
QCM Cayman
Texas
$596K +$596K +5,137 New
OCM
863
Orleans Capital Management
Louisiana
$589K +$589K +5,075 New
AL
864
Aspiriant LLC
California
$588K +$60.7K +500 +12%
BC
865
Bartlett & Co
Ohio
$581K – – –
SIA
866
Starfire Investment Advisers
Michigan
$580K – – –
IC
867
Inverness Counsel
New York
$574K +$574K +4,949 New
GP
868
GLG Partners
United Kingdom
$572K – – –
FTI
869
Fiduciary Trust International
Massachusetts
$568K – – –
AI
870
Atria Investments
North Carolina
$567K -$307K -2,649 -35%
DVM
871
Dreman Value Management
Florida
$557K – – –
CT
872
Chicago Trust
Illinois
$556K -$40.6K -350 -7%
SC
873
Saturna Capital
Washington
$549K – – –
CCG
874
Cypress Capital Group
Florida
$542K – – –
SFG
875
SNS Financial Group
Minnesota
$542K +$5.92K +51 +1%
33 34
35
36 37