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UnitedHealth
UNH

Overview Fund Activity

1,161 hedge funds and large institutions have $99B invested in UnitedHealth in 2015 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 401 increasing their positions, 472 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+53
Holders Change %
+4.78%
% of All Funds
30.97%
Holding in Top 10
103
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+47.14%
% of All Funds
2.75%
New
129
Increased
401
Reduced
472
Closed
63
Calls
$526M
Puts
$560M
Net Calls
-$33.9M
Net Calls Change
+$174M

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$491M
2
BIM
BlackRock Investment Management
Delaware
+$239M
3
Capital World Investors
Capital World Investors
California
+$222M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$153M

Top Sellers

1
IC
Institutional Capital
Illinois
-$495M
2
DSA
Davis Selected Advisers
Arizona
-$371M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$355M
4
Invesco
Invesco
Georgia
-$300M
5
Harris Associates
Harris Associates
Illinois
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIC
876
MU Investments Company
Japan
$484K -$36.3K -300 -7%
KCM
877
Kornitzer Capital Management
Kansas
$484K +$484K +4,090 New
BCMO
878
Buckingham Capital Management (Ohio)
Ohio
$481K -$58.9K -498 -11%
FMLI
879
Fukoku Mutual Life Insurance
Japan
$473K -$47.3K -400 -9%
RHBC
880
R.H. Bluestein & Co
Michigan
$473K – – –
OC
881
Oakworth Capital
Alabama
$464K – – –
HPBT
882
High Point Bank & Trust
North Carolina
$464K – – –
FIM
883
Freedom Investment Management
Connecticut
$464K +$211K +1,783 +83%
PFBT
884
Parkside Financial Bank & Trust
Missouri
$463K +$18.1K +153 +4%
CAM
885
CG Asset Management
New York
$461K +$461K +3,900 New
NL
886
NWAM LLC
Washington
$458K +$55.5K +469 +14%
JIP
887
Jaffetilchin Investment Partners
Florida
$457K -$56.5K -477 -11%
MHS
888
M Holdings Securities
Oregon
$455K -$25.4K -215 -5%
HFM
889
Hartford Financial Management
Connecticut
$455K – – –
DT
890
Diversified Trust
Tennessee
$453K – – –
SHWM
891
Smith & Howard Wealth Management
Georgia
$453K +$207K +1,750 +84%
ICOA
892
Investment Centers of America
North Dakota
$453K +$453K +3,793 New
SHA
893
Smith Hayes Advisers
Nebraska
$449K +$16.2K +137 +4%
HCM
894
HM Capital Management
Missouri
$447K -$10.8K -92 -2%
BCM
895
Bluefin Capital Management
New York
$445K -$169K -1,426 -27%
MBI
896
Montrusco Bolton Investments
Quebec, Canada
$445K -$134K -1,130 -23%
CBN
897
Cadence Bank NA
Texas
$445K +$30.8K +260 +7%
TAM
898
Tocqueville Asset Management
New York
$444K +$5.92K +50 +1%
AIC
899
Atlantic Investment Company
Georgia
$441K – – –
LBA
900
Letko, Brosseau & Associates
Quebec, Canada
$438K +$438K +3,700 New
34 35
36
37 38