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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
$4.66B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.41B
5
FMI
Fiduciary Management Inc
Wisconsin
$855M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.31B
3
State Street
State Street
Massachusetts
$3.71B
4
UBS AM
UBS AM
Illinois
$495M
5
Boston Partners
Boston Partners
Massachusetts
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
901
Focused Wealth Management
New York
$42K – – –
JIC
902
Joel Isaacson & Co
New York
$42K – – –
CFG
903
CKW Financial Group
Hawaii
$41K -$20.7K -253 -34%
PFSC
904
Peoples Financial Services Corp
Pennsylvania
$41K -$16.4K -200 -29%
LNB
905
Ledyard National Bank
$41K +$17.6K +216 +75%
QAM
906
QCI Asset Management
New York
$35K – – –
PSC
907
Prentiss Smith & Co
Vermont
$34K – – –
TCM
908
Tradewinds Capital Management
Washington
$34K – – –
VCM
909
Vigilant Capital Management
Maine
$33K – – –
BFEC
910
Benjamin F. Edwards & Company
Missouri
$33K – – –
LFR
911
Lehman Financial Resources
Pennsylvania
$33K – – –
GGPS
912
Gary Goldberg Planning Services
New York
$33K +$246 +3 +0.8%
PVH
913
Psagot Value Holdings
Israel
$33K +$31.4K +380 +1,900%
LWCFA
914
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K +$32K +388 New
WA
915
Waverly Advisors
Alabama
$31K -$246K -3,000 -89%
ATC
916
Adirondack Trust Company
New York
$30K – – –
BOK
917
Bank of Kentucky
Kentucky
$29K – – –
FMP
918
Financial Management Professionals
Texas
$29K – – –
CFA
919
Carroll Financial Associates
North Carolina
$27K +$1.17K +14 +5%
TFO
920
Tarbox Family Office
California
$25K -$157 -2 -0.6%
CCS
921
Crosspoint Capital Strategies
California
$25K – – –
WA
922
Winfield Associates
Ohio
$25K +$25K +300 New
GXMC
923
Global X Management Company
New York
$24K -$7.78K -93 -24%
MUMSS
924
Mitsubishi UFJ Morgan Stanley Securities
Japan
$23K -$23.8K -290 -51%
PIM
925
Parasol Investment Management
Illinois
$23K – – –
35 36
37
38 39