UNH icon

UnitedHealth
UNH

Overview Fund Activity

972 hedge funds and large institutions have $74.2B invested in UnitedHealth in 2014 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 313 increasing their positions, 432 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
972
Holders Change
+11
Holders Change %
+1.14%
% of All Funds
28.22%
Holding in Top 10
49
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+22.5%
% of All Funds
1.42%
New
68
Increased
313
Reduced
432
Closed
47
Calls
$414M
Puts
$502M
Net Calls
-$88.5M
Net Calls Change
-$166M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$187M
2
O
2
OppenheimerFunds
New York
$386M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.24B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$513M
5
Prudential Financial
5
Prudential Financial
New Jersey
$239M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$694M
2
WRF
2
Waddell & Reed Financial
Kansas
$40.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.54B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$3B
5
Goldman Sachs
5
Goldman Sachs
New York
$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
901
Plante Moran Financial Advisors
Michigan
$111K – – –
WF
902
WealthTrust Fairport
Ohio
$110K – – –
FNYS
903
First New York Securities
New York
$104K +$104K +1,200 New
AWM
904
Avior Wealth Management
Nebraska
$93K – – –
Manulife (Manufacturers Life Insurance)
905
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.7K +$4.11K +47,657 +5%
SGAM
906
Smith Group Asset Management
Texas
$86K – – –
ACS
907
Archford Capital Strategies
Illinois
$69K -$3.11K -36 -4%
CFG
908
CKW Financial Group
Hawaii
$69K – – –
GAM
909
Gemmer Asset Management
California
$69K – – –
ATC
910
Adirondack Trust Company
New York
$67K +$23.8K +275 +55%
HCC
911
Hirtle Callaghan & Co
Pennsylvania
$63K -$154K -1,800 -71%
SSB
912
Sandy Spring Bank
Maryland
$61K – – –
LNB
913
Ledyard National Bank
$56K +$12.9K +150 +30%
CAW
914
Cornerstone Advisors (Washington)
Washington
$55K -$1.54K -18 -3%
LFR
915
Lehman Financial Resources
Pennsylvania
$52K +$8.67K +100 +20%
HCM
916
Horrell Capital Management
Arkansas
$50K – – –
BRWM
917
B. Riley Wealth Management
Tennessee
$49K -$8.52K -100 -15%
GGPS
918
Gary Goldberg Planning Services
New York
$48K +$13.5K +156 +39%
FWM
919
Focused Wealth Management
New York
$47K -$5.81K -67 -11%
JIC
920
Joel Isaacson & Co
New York
$44K – – –
PFSC
921
Peoples Financial Services Corp
Pennsylvania
$43K – – –
PVH
922
Psagot Value Holdings
Israel
$41K +$6.76K +79 +20%
CFA
923
Carroll Financial Associates
North Carolina
$39K +$7.23K +76 +23%
QAM
924
QCI Asset Management
New York
$37K – – –
PSC
925
Prentiss Smith & Co
Vermont
$36K – – –
35 36
37
38 39