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UnitedHealth
UNH

Overview Fund Activity

1,203 hedge funds and large institutions have $97.4B invested in UnitedHealth in 2015 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 482 increasing their positions, 451 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+5
Holders Change %
+0.42%
% of All Funds
33.62%
Holding in Top 10
99
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.98%
% of All Funds
2.77%
New
88
Increased
482
Reduced
451
Closed
74
Calls
$996M
Puts
$777M
Net Calls
+$219M
Net Calls Change
+$324M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$762M
2
Bank of America
Bank of America
North Carolina
+$476M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$390M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$291M
5
Citadel Advisors
Citadel Advisors
Florida
+$181M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$420M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$395M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$213M
4
ClearBridge Investments
ClearBridge Investments
New York
-$151M
5
DSA
Davis Selected Advisers
Arizona
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
901
Savant Capital
Illinois
$484K +$56.5K +487 +13%
GWCM
902
Godshalk Welsh Capital Management
Pennsylvania
$481K – – –
SFSG
903
Stearns Financial Services Group
North Carolina
$481K +$1.05K +9 +0.2%
CBN
904
Cadence Bank NA
Texas
$480K – – –
IB
905
Intrust Bank
Kansas
$476K -$24.6K -212 -5%
Pacer Advisors
906
Pacer Advisors
Pennsylvania
$476K – – –
WA
907
Wealth Architects
California
$475K +$3.48K +30 +0.7%
CAM
908
Carret Asset Management
New York
$469K +$69.6K +600 +17%
RHBC
909
R.H. Bluestein & Co
Michigan
$464K – – –
MCC
910
Mid Continent Capital
Illinois
$464K – – –
FMLI
911
Fukoku Mutual Life Insurance
Japan
$464K – – –
SRAM
912
Stone Ridge Asset Management
New York
$464K +$92.8K +800 +25%
ONB
913
Old National Bancorp
Indiana
$462K -$64.4K -554 -12%
CSMF
914
Charles Stewart Mott Foundation
Michigan
$462K +$462K +3,984 New
LA
915
Lucus Advisors
New York
$458K -$44.2K -381 -9%
AIC
916
Atlantic Investment Company
Georgia
$458K +$14.5K +125 +3%
CHAM
917
Clear Harbor Asset Management
Connecticut
$453K – – –
CCM
918
Check Capital Management
California
$452K -$174K -1,500 -28%
DIA
919
Denver Investment Advisors
Colorado
$452K – – –
HIM
920
Hillsdale Investment Management
Ontario, Canada
$447K – – –
DT
921
Diversified Trust
Tennessee
$444K – – –
SYBT
922
Stock Yards Bank & Trust
Kentucky
$441K -$36.3K -313 -8%
SHA
923
Smith Hayes Advisers
Nebraska
$439K +$11.6K +100 +3%
TSW
924
Thompson Siegel & Walmsley
Virginia
$438K -$575K -4,956 -57%
BP
925
Ballentine Partners
Massachusetts
$437K +$41.4K +357 +10%
35 36
37
38 39