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UnitedHealth
UNH

Overview Fund Activity

1,217 hedge funds and large institutions have $98.4B invested in UnitedHealth in 2015 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 425 increasing their positions, 523 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+14
Holders Change %
+1.16%
% of All Funds
31.96%
Holding in Top 10
68
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-31.31%
% of All Funds
1.79%
New
116
Increased
425
Reduced
523
Closed
89
Calls
$568M
Puts
$750M
Net Calls
-$182M
Net Calls Change
-$401M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$220M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$215M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$164M
4
MC
Maverick Capital
Texas
+$162M
5
Dodge & Cox
Dodge & Cox
California
+$125M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$226M
2
DSA
Davis Selected Advisers
Arizona
-$199M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
4
BA
BlackRock Advisors
Delaware
-$164M
5
PHS
PFM Health Sciences
California
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMS
901
Lombard Odier Asset Management (Switzerland)
Switzerland
$514K -$15.4M -130,000 -97%
CT
902
Chicago Trust
Illinois
$514K -$50K -425 -9%
BO
903
Bank OZK
Arkansas
$511K +$8.24K +70 +2%
JFA
904
Johanson Financial Advisors
California
$511K +$511K +4,364 New
SIM
905
SSI Investment Management
California
$507K – – –
BBHC
906
Brown Brothers Harriman & Co
New York
$503K -$136K -1,158 -21%
LCM
907
LVM Capital Management
Michigan
$500K -$10.6K -90 -2%
BAS
908
Brown Advisory Securities
Maryland
$494K -$50.6K -430 -9%
OC
909
Oakworth Capital
Alabama
$494K +$3.65K +31 +0.7%
Capstone Investment Advisors
910
Capstone Investment Advisors
New York
$494K +$494K +4,200 New
MGIA
911
Moneta Group Investment Advisors
Missouri
$493K -$38.3K -325 -7%
WA
912
WFG Advisors
Texas
$493K -$28.6K -243 -5%
SFSG
913
Stearns Financial Services Group
North Carolina
$489K +$1.3K +11 +0.3%
CBN
914
Cadence Bank NA
Texas
$486K – – –
CC
915
Cedar Capital
Illinois
$484K +$484K +4,111 New
GWCM
916
Godshalk Welsh Capital Management
Pennsylvania
$476K -$11.8K -100 -2%
CAM
917
Carret Asset Management
New York
$474K -$1.65K -14 -0.3%
FMLI
918
Fukoku Mutual Life Insurance
Japan
$471K – – –
VIA
919
Vantage Investment Advisors
Pennsylvania
$470K +$29.2K +248 +7%
SIG
920
Schooner Investment Group
Pennsylvania
$466K -$466K -4,000 -50%
LA
921
Lucus Advisors
New York
$463K -$823 -7 -0.2%
SFM
922
Signature Financial Management
Virginia
$456K +$57.9K +492 +15%
NPC
923
National Planning Corporation
California
$456K +$207K +1,851 +83%
ONB
924
Old National Bancorp
Indiana
$451K -$16.9K -144 -4%
WA
925
Waverly Advisors
Alabama
$447K +$412K +3,506 +1,193%
35 36
37
38 39