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UnitedHealth
UNH

Overview Fund Activity

878 hedge funds and large institutions have $63B invested in UnitedHealth in 2013 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 279 increasing their positions, 382 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
+25
Holders Change %
+2.93%
% of All Funds
28.48%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
1.27%
New
101
Increased
279
Reduced
382
Closed
68
Calls
$530M
Puts
$362M
Net Calls
+$168M
Net Calls Change
-$186K

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$444M
2
MCM
2
Marsico Capital Management
Colorado
$178M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.82B
4
FMI
4
Fiduciary Management Inc
Wisconsin
$138M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.07B

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$300M
2
EIP
2
Epoch Investment Partners
New York
$235M
3
Bessemer Group
3
Bessemer Group
New Jersey
$1.83M
4
OH
4
Orbis Holdings
Bermuda
$202M
5
PCM
5
PAR Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PPCM
926
Pillar Pacific Capital Management
California
– -$439K -6,700 Closed
PFC
927
Phocas Financial Corp
California
– -$374K -5,716 Closed
VFAM
928
Valley Forge Asset Management
Pennsylvania
– -$347K -5,293 Closed
NBC
929
Neuberger Berman Canada
Ontario, Canada
– -$328K -5,010 Closed
PWPCM
930
Perella Weinberg Partners Capital Management
New York
– -$313K -4,780 Closed
CAS
931
CTC Alternative Strategies
Illinois
– -$308K -4,700 Closed
BCM
932
Bluefin Capital Management
New York
– -$300K -3,855 Closed
LKIM
933
Lawson Kroeker Investment Management
Nebraska
– -$229K -3,500 Closed
BUB
934
BBVA USA Bancshares
Texas
– -$222K -3,391 Closed
RG
935
Redmile Group
California
– -$210K -3,200 Closed
DTL
936
Dynamic Technology Lab
Singapore
– -$203K -3,100 Closed
HF
937
Hoxton Financial
West Virginia
– -$182K -2,782 Closed
FA
938
FCG Advisors
New Jersey
– -$217K -2,425 Closed
BKBG
939
BHF Kleinwort Benson Group
Belgium
– -$78K -1,188 Closed
FHB
940
First Hawaiian Bank
Hawaii
– -$68K -1,039 Closed
PA
941
Perceptive Advisors
New York
– -$21K -315 Closed
CW
942
Cobiz Wealth
Colorado
– -$20K -300 Closed
DAM
943
Delta Asset Management
Tennessee
– -$11K -175 Closed
NC
944
Nicholas Company
Wisconsin
– -$8K -125 Closed
IFWM
945
Institute for Wealth Management
Colorado
– -$5K -80 Closed
CFA
946
Camarda Financial Advisors
Florida
– -$3K -52 Closed
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