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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 %
EAMA
876
EFG Asset Management (Americas)
Florida
$109K +$54.3K +664 +99%
CAL
877
Capital Analysts LLC
Pennsylvania
$102K +$82 +1 +0.1%
CL
878
CFS LLC
Oklahoma
$101K – – –
WF
879
WealthTrust Fairport
Ohio
$96K -$3.27K -40 -3%
WEC
880
Winslow Evans & Crocker
Massachusetts
$95.7K -$8.2K -100 -8%
ST
881
SpiderRock Trading
Illinois
$94K -$67K – –
HCP
882
Holt Capital Partners
Texas
$92K – – –
AWM
883
Avior Wealth Management
Nebraska
$88K +$88K +1,078 New
TWM
884
Torch Wealth Management
Ohio
$82K – – –
SGAM
885
Smith Group Asset Management
Texas
$82K +$82K +1,000 New
Manulife (Manufacturers Life Insurance)
886
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.8K +$284 +3,464 +0.4%
PMFA
887
Plante Moran Financial Advisors
Michigan
$77K -$60.8K -739 -44%
ACS
888
Archford Capital Strategies
Illinois
$68.5K +$68.5K +836 New
Parallax Volatility Advisers
889
Parallax Volatility Advisers
California
$64K -$12M -146,351 -99%
GAM
890
Gemmer Asset Management
California
$61K +$61K +743 New
HCC
891
Hirtle Callaghan & Co
Pennsylvania
$60K -$1M -12,300 -94%
IRS
892
Invictus RG (Singapore)
Singapore
$59K +$12.1K +147 +26%
BRWM
893
B. Riley Wealth Management
Tennessee
$59K +$59K +715 New
PFA
894
Paradigm Financial Advisors
Missouri
$57K – – –
CAW
895
Cornerstone Advisors (Washington)
Washington
$52K +$52K +639 New
SNT
896
Security National Trust
West Virginia
$50K – – –
AIM
897
Acuity Investment Management
Ontario, Canada
$49K +$49K +600 New
BAM
898
Barrett Asset Management
New York
$49K +$49K +600 New
HCM
899
Horrell Capital Management
Arkansas
$47K – – –
SSB
900
Sandy Spring Bank
Maryland
$46K +$1.75K +21 +4%
34 35
36
37 38