UNH icon

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 %
CAL
876
Capital Analysts LLC
Pennsylvania
$93.6K +$75 +1 +0.1%
CL
877
CFS LLC
Oklahoma
$92K +$24.4K +326 +36%
WCM
878
Windsor Capital Management
Arizona
$92K +$26.6K +351 +41%
WF
879
WealthTrust Fairport
Ohio
$91K +$55.4K +740 +156%
HCP
880
Holt Capital Partners
Texas
$85K +$85K +1,125 New
TWM
881
Torch Wealth Management
Ohio
$75K +$75K +1,000 New
Manulife (Manufacturers Life Insurance)
882
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74K -$8.87K -117,782 -11%
ST
883
SpiderRock Trading
Illinois
$67K – – –
CFG
884
CKW Financial Group
Hawaii
$57K +$57K +753 New
NES
885
New England Securities
New York
$56K +$22.9K +304 +69%
PFA
886
Paradigm Financial Advisors
Missouri
$53K +$53K +700 New
PFSC
887
Peoples Financial Services Corp
Pennsylvania
$53K +$53K +700 New
EAMA
888
EFG Asset Management (Americas)
Florida
$50.5K +$50.5K +670 New
SNT
889
Security National Trust
West Virginia
$46K +$38.1K +500 +481%
CCM
890
Credo Capital Management
Maryland
$46K +$46K +608 New
HCM
891
Horrell Capital Management
Arkansas
$43K – – –
MUMSS
892
Mitsubishi UFJ Morgan Stanley Securities
Japan
$43K +$14.3K +190 +50%
IRS
893
Invictus RG (Singapore)
Singapore
$43K +$20.7K +275 +93%
SSB
894
Sandy Spring Bank
Maryland
$40K -$24.4K -325 -38%
RA
895
Rational Advisors
New York
$40K -$2.63K -35 -6%
JIC
896
Joel Isaacson & Co
New York
$38K – – –
FWM
897
Focused Wealth Management
New York
$38K +$7.84K +105 +26%
QAM
898
QCI Asset Management
New York
$32K -$3.01K -40 -9%
PSC
899
Prentiss Smith & Co
Vermont
$31K – – –
TCM
900
Tradewinds Capital Management
Washington
$31K +$31K +412 New
34 35
36
37 38