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UnitedHealth
UNH

Overview Fund Activity

1,161 hedge funds and large institutions have $99B invested in UnitedHealth in 2015 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 401 increasing their positions, 472 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+53
Holders Change %
+4.78%
% of All Funds
30.97%
Holding in Top 10
103
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+47.14%
% of All Funds
2.75%
New
129
Increased
401
Reduced
472
Closed
63
Calls
$526M
Puts
$560M
Net Calls
-$33.9M
Net Calls Change
+$174M

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$491M
2
BIM
BlackRock Investment Management
Delaware
+$239M
3
Capital World Investors
Capital World Investors
California
+$222M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$153M

Top Sellers

1
IC
Institutional Capital
Illinois
-$495M
2
DSA
Davis Selected Advisers
Arizona
-$371M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$355M
4
Invesco
Invesco
Georgia
-$300M
5
Harris Associates
Harris Associates
Illinois
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
901
Savant Capital
Illinois
$436K – – –
CWM
902
Concert Wealth Management
California
$436K +$41.6K +760 +11%
MCM
903
Maryland Capital Management
Maryland
$434K +$118K +1,000 +37%
KL
904
Kinsight LLC
Alabama
$433K -$76.3K -645 -15%
MGIA
905
Moneta Group Investment Advisors
Missouri
$431K +$431K +3,647 New
CONA
906
Capital One National Association
New York
$428K – – –
IAMOG
907
Investors Asset Management of Georgia
Georgia
$426K -$11.8K -100 -3%
FMBTD
908
First Midwest Bank Trust Division
Illinois
$425K +$182K +1,540 +75%
CCG
909
Cypress Capital Group
Florida
$416K – – –
DMC
910
Drexel Morgan & Co
Pennsylvania
$415K +$149K +1,260 +56%
FBFS
911
First Business Financial Services
Wisconsin
$414K +$29.9K +253 +8%
CB
912
Chemical Bank
Michigan
$412K -$81K -685 -16%
AIM
913
Acuity Investment Management
Ontario, Canada
$402K – – –
CPA
914
Court Place Advisors
Maryland
$402K – – –
RMDI
915
R.M. Davis Inc
Maine
$400K -$1.78K -15 -0.4%
BP
916
Ballentine Partners
Massachusetts
$399K +$63.3K +536 +19%
WA
917
Wealth Architects
California
$396K +$5.2K +44 +1%
UOC
918
UBS O'Connor
Illinois
$390K +$91.3K +772 +31%
IC
919
IKOS CIF
Cyprus
$388K -$182K -1,525 -32%
CAM
920
Carret Asset Management
New York
$388K +$43.3K +366 +13%
SFM
921
Signet Financial Management
New Jersey
$387K -$143K -1,214 -27%
BPCA
922
Bank Pictet & Cie (Asia)
Singapore
$387K +$387K +3,270 New
BHBT
923
Burke & Herbert Bank & Trust
Virginia
$385K – – –
PP
924
Paloma Partners
Connecticut
$382K -$6.03M -50,976 -94%
WP
925
WMS Partners
Maryland
$380K -$503K -4,255 -57%
35 36
37
38 39