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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 %
KT
876
Kanaly Trust
Texas
$174K -$491K -6,009 -74%
FHA
877
First Horizon Advisors
Tennessee
$173K +$58.3K +712 +51%
IPC
878
Independent Portfolio Consultants
Florida
$168K +$168K +2,055 New
FAM
879
Formidable Asset Management
Ohio
$164K – – –
FI
880
FCM Investments
Texas
$155K – – –
LWM
881
LBA Wealth Management
Florida
$146K +$10.3K +125 +8%
PSI
882
Pinnacle Summer Investments
Virginia
$135K +$333 +4 +0.2%
FMT
883
First Mercantile Trust
Tennessee
$119K – – –
CAL
884
Capital Analysts LLC
Pennsylvania
$114K +$12.3K +151 +12%
DBT
885
Dubuque Bank & Trust
Iowa
$108K +$91.5K +1,117 +553%
PMFA
886
Plante Moran Financial Advisors
Michigan
$105K +$28.3K +345 +37%
WF
887
WealthTrust Fairport
Ohio
$104K +$7.78K +95 +8%
CL
888
CFS LLC
Oklahoma
$100K – – –
WEC
889
Winslow Evans & Crocker
Massachusetts
$95.4K – – –
HCP
890
Holt Capital Partners
Texas
$92K – – –
GSC
891
Ground Swell Capital
South Carolina
$91K +$91K +1,108 New
AWM
892
Avior Wealth Management
Nebraska
$88K – – –
TWM
893
Torch Wealth Management
Ohio
$82K – – –
SGAM
894
Smith Group Asset Management
Texas
$82K – – –
ACM
895
Antonetti Capital Management
Florida
$76K -$116K -1,430 -60%
ACS
896
Archford Capital Strategies
Illinois
$68.3K – – –
CFG
897
CKW Financial Group
Hawaii
$66K +$24.8K +300 +60%
GAM
898
Gemmer Asset Management
California
$65K +$4.48K +55 +7%
SSB
899
Sandy Spring Bank
Maryland
$58K +$12.6K +154 +28%
BRWM
900
B. Riley Wealth Management
Tennessee
$55K -$3.26K -40 -6%
34 35
36
37 38