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
$853M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.75B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.48B
4
FMI
Fiduciary Management Inc
Wisconsin
$423M
5
ClearBridge Investments
ClearBridge Investments
New York
$2.23B

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$152M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
3
Boston Partners
Boston Partners
Massachusetts
$270M
4
WRF
Waddell & Reed Financial
Kansas
$259M
5
Ameriprise
Ameriprise
Minnesota
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
901
Vigilant Capital Management
Maine
$30K – – –
BFEC
902
Benjamin F. Edwards & Company
Missouri
$30K – – –
GGPS
903
Gary Goldberg Planning Services
New York
$30K – – –
LFR
904
Lehman Financial Resources
Pennsylvania
$30K – – –
GXMC
905
Global X Management Company
New York
$29K – – –
TWA
906
TCI Wealth Advisors
Arizona
$29K +$15.3K +200 +112%
ATC
907
Adirondack Trust Company
New York
$27K – – –
BOK
908
Bank of Kentucky
Kentucky
$27K – – –
FMP
909
Financial Management Professionals
Texas
$27K – – –
ASN
910
Advisory Services Network
Georgia
$26K +$26K +351 New
TFO
911
Tarbox Family Office
California
$24K +$24K +320 New
CFA
912
Carroll Financial Associates
North Carolina
$23K – – –
CCS
913
Crosspoint Capital Strategies
California
$23K +$23K +300 New
LNB
914
Ledyard National Bank
$22K +$16.6K +217 +310%
PIM
915
Parasol Investment Management
Illinois
$21K +$21K +280 New
AP
916
Advisors Preferred
Maryland
$21K +$21K +286 New
NC
917
NewSquare Capital
Pennsylvania
$20K – – –
LWA
918
Lenox Wealth Advisors
New York
$19K -$8.06K -106 -30%
AC
919
Alexandria Capital
Virginia
$19K +$1.71K +23 +10%
EWM
920
Elite Wealth Management
Washington
$19K +$4.04K +54 +27%
ST
921
Smithfield Trust
Pennsylvania
$19K +$19K +250 New
FBT
922
Founders Bank & Trust
Michigan
$18K – – –
CHC
923
City Holding Co
West Virginia
$18K +$18K +237 New
ZTNA
924
Zions Trust National Association
Utah
$17K +$6.34K +85 +59%
UB
925
UMB Bank
Missouri
$15.1K +$18 +235 +0.1%
35 36
37
38 39