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UnitedHealth
UNH

Overview Fund Activity

1,108 hedge funds and large institutions have $86.1B invested in UnitedHealth in 2014 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 351 increasing their positions, 424 reducing their positions, and 45 closing their positions.

Holders
1,108
Holders Change
+136
Holders Change %
+13.99%
% of All Funds
29.57%
Holding in Top 10
70
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+42.86%
% of All Funds
1.87%
New
193
Increased
351
Reduced
424
Closed
45
Calls
$417M
Puts
$625M
Net Calls
-$208M
Net Calls Change
-$119M

Top Buyers

1
MCM
1
Marsico Capital Management
Colorado
$256M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$430M
3
Ameriprise
3
Ameriprise
Minnesota
$338M
4
JIM
4
Jensen Investment Management
Oregon
$136M
5
State Street
5
State Street
Massachusetts
$4.72B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.03B
2
Invesco
2
Invesco
Georgia
$720M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$191M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.69B
5
DSA
5
Davis Selected Advisers
Arizona
$1.16B
Name Market Value Shares Shares
Change 		Shares
Change %
HMS
901
Hanseatic Management Services
New Mexico
$308K 3,050 +3,050 New
BEAM
902
Baker Ellis Asset Management
Washington
$307K 3,040 -100 -3%
LJAC
903
L.J. Altfest & Co
New York
$307K 3,036 +3,036 New
AW
904
Alpha Windward
Massachusetts
$304K 3,007 -36 -1%
DDPIC
905
Deroy & Devereaux Private Investment Counsel
Michigan
$303K 3,000 – –
BIC
906
Beach Investment Counsel
Pennsylvania
$303K 3,000 – –
CCFCSB
907
Cape Cod Five Cents Savings Bank
Massachusetts
$301K 2,974 – –
FMWA
908
Forvis Mazars Wealth Advisors
Missouri
$301K 2,973 +8 +0.3%
HB
909
Homrich & Berg
Georgia
$299K 2,954 -5,980 -67%
HS
910
HighVista Strategies
Massachusetts
$297K 2,942 -57,721 -95%
FCCM
911
First City Capital Management
Georgia
$295K 2,920 – –
CAM
912
Carret Asset Management
New York
$295K 2,915 +130 +5%
LCM
913
Logan Capital Management
Pennsylvania
$293K 2,900 – –
JIC
914
Joel Isaacson & Co
New York
$292K 2,888 +2,380 +469%
HF
915
Hoxton Financial
West Virginia
$291K 2,876 +277 +11%
LA
916
LVW Advisors
New York
$290K 2,866 +2,866 New
DSI
917
Daiwa SB Investments
Japan
$289K 2,860 – –
CC
918
Courier Capital
New York
$289K 2,856 +1 +0%
BP
919
Ballentine Partners
Massachusetts
$288K 2,842 -162 -5%
VF
920
Virtu Financial
New York
$285K 2,819 +2,819 New
SI
921
Scout Investments
Missouri
$283K 2,800 – –
DSC
922
Duncker Streett & Co
Missouri
$281K 2,775 – –
WS
923
Wedbush Securities
California
$279K 2,762 -561 -17%
NPC
924
National Planning Corporation
California
$279K 2,789 +279 +11%
CAM
925
Cypress Asset Management
Texas
$278K 2,750 +2,750 New
35 36
37
38 39