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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 %
CAW
901
Cornerstone Advisors (Washington)
Washington
$54K +$1.64K +20 +3%
SNT
902
Security National Trust
West Virginia
$50K – – –
FWM
903
Focused Wealth Management
New York
$50K +$8.21K +100 +20%
JT
904
Jump Trading
Illinois
$49K -$67K -821 -58%
AIM
905
Acuity Investment Management
Ontario, Canada
$49K – – –
HCM
906
Horrell Capital Management
Arkansas
$47K – – –
JIC
907
Joel Isaacson & Co
New York
$42K – – –
LNB
908
Ledyard National Bank
$41K – – –
PFSC
909
Peoples Financial Services Corp
Pennsylvania
$41K – – –
LFR
910
Lehman Financial Resources
Pennsylvania
$41K +$8.2K +100 +25%
ATC
911
Adirondack Trust Company
New York
$41K +$11.5K +140 +39%
QAM
912
QCI Asset Management
New York
$35K – – –
TCM
913
Tradewinds Capital Management
Washington
$34K -$83 -1 -0.2%
PSC
914
Prentiss Smith & Co
Vermont
$34K – – –
GGPS
915
Gary Goldberg Planning Services
New York
$33K -$248 -3 -0.7%
VCM
916
Vigilant Capital Management
Maine
$33K – – –
PVH
917
Psagot Value Holdings
Israel
$33K – – –
LWCFA
918
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K – – –
KPCM
919
Kings Point Capital Management
New York
$32K +$32K +387 New
WA
920
Waverly Advisors
Alabama
$31K – – –
BOK
921
Bank of Kentucky
Kentucky
$29K – – –
FMP
922
Financial Management Professionals
Texas
$29K – – –
CFA
923
Carroll Financial Associates
North Carolina
$27K +$808 +10 +3%
CCS
924
Crosspoint Capital Strategies
California
$26K – – –
NC
925
NewSquare Capital
Pennsylvania
$26K +$6.56K +81 +34%
35 36
37
38 39