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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.03B
2
Invesco
Invesco
Georgia
$720M
3
Lazard Asset Management
Lazard Asset Management
New York
$191M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.69B
5
DSA
Davis Selected Advisers
Arizona
$1.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
876
Emerald Advisers
Pennsylvania
$352K -$34.5K -341 -9%
NL
877
NWAM LLC
Washington
$344K -$109K -1,078 -24%
CPA
878
Court Place Advisors
Maryland
$344K -$10.1K -100 -3%
AIM
879
Acuity Investment Management
Ontario, Canada
$344K – – –
RCM
880
Reynolds Capital Management
Nevada
$344K +$344K +3,400 New
RMDI
881
R.M. Davis Inc
Maine
$343K -$15.2K -150 -4%
DCLA
882
Douglas C. Lane & Associates
New York
$337K +$337K +3,333 New
LOAMS
883
Lombard Odier Asset Management (Switzerland)
Switzerland
$336K -$15.1M -148,714 -98%
LOAME
884
Lombard Odier Asset Management (Europe)
United Kingdom
$336K +$336K +3,308 New
RU
885
RobecoSam USA
New York
$334K -$90K -889 -21%
WA
886
Wealth Architects
California
$334K +$334K +3,307 New
SFM
887
Signature Financial Management
Virginia
$333K -$38.1K -376 -10%
SAMC
888
Shinko Asset Management Company
Japan
$331K -$40.4K -400 -11%
ONB
889
Old National Bancorp
Indiana
$330K -$57.1K -565 -15%
BHBT
890
Burke & Herbert Bank & Trust
Virginia
$329K -$50.6K -500 -13%
BO
891
Bank OZK
Arkansas
$329K – – –
FBFS
892
First Business Financial Services
Wisconsin
$329K +$3.75K +37 +1%
AWA
893
AmeriServ Wealth Advisors
Pennsylvania
$323K – – –
SRAM
894
Stone Ridge Asset Management
New York
$323K +$323K +3,200 New
I
895
IberiaBank
Louisiana
$323K +$323K +3,200 New
BMO
896
Beck Mack & Oliver
New York
$316K -$9.5K -94 -3%
RT
897
Reliance Trust
Georgia
$316K +$24.8K +245 +9%
HHGA
898
Halbert Hargrove Global Advisors
California
$315K -$10.1K -100 -3%
FHA
899
First Horizon Advisors
Tennessee
$312K -$22.8K -223 -7%
CFMC
900
Curbstone Financial Management Corp
New Hampshire
$308K +$10.1K +100 +3%
34 35
36
37 38