UNH icon

UnitedHealth
UNH

Overview Fund Activity

954 hedge funds and large institutions have $72.9B invested in UnitedHealth in 2014 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 342 increasing their positions, 395 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
954
Holders Change
+8
Holders Change %
+0.85%
% of All Funds
27.57%
Holding in Top 10
48
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+50%
% of All Funds
1.39%
New
84
Increased
342
Reduced
395
Closed
63
Calls
$447M
Puts
$254M
Net Calls
+$193M
Net Calls Change
+$360M

Top Buyers

1
IIS
Ignis Investment Services
United Kingdom
$491M
2
LP
Longview Partners
Guernsey
$476M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$4.66B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.41B
5
FMI
Fiduciary Management Inc
Wisconsin
$855M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.31B
3
State Street
State Street
Massachusetts
$3.71B
4
UBS AM
UBS AM
Illinois
$495M
5
Boston Partners
Boston Partners
Massachusetts
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
926
Founders Bank & Trust
Michigan
$21K – – –
BWFA
927
Baltimore-Washington Financial Advisors
Maryland
$21K +$21K +254 New
NC
928
NewSquare Capital
Pennsylvania
$20K -$2.42K -29 -11%
ST
929
Smithfield Trust
Pennsylvania
$20K – – –
ZTNA
930
Zions Trust National Association
Utah
$19K – – –
CHC
931
City Holding Co
West Virginia
$19K – – –
AC
932
Alexandria Capital
Virginia
$18K -$2.77K -34 -13%
MAS
933
Madden Advisory Services
Florida
$18K +$7.74K +95 +75%
DBT
934
Dubuque Bank & Trust
Iowa
$17K – – –
ARMC
935
American Research & Management Company
Massachusetts
$16K – – –
FNBSF
936
First National Bank Sioux Falls
South Dakota
$16K – – –
CBT
937
Central Bank & Trust
Kentucky
$16K – – –
AUB
938
Atlantic Union Bankshares
Virginia
$16K +$16K +224 New
TWA
939
TCI Wealth Advisors
Arizona
$15K -$16.8K -200 -53%
PP
940
Palladium Partners
Virginia
$15K +$15K +182 New
PAS
941
Partnervest Advisory Services
California
$14K – – –
OC
942
Oakworth Capital
Alabama
$14K – – –
SMG
943
Spectrum Management Group
Indiana
$11K – – –
LWA
944
Lenox Wealth Advisors
New York
$10K -$11K -131 -52%
NIM
945
NuWave Investment Management
New Jersey
$9K -$558K -7,065 -98%
GI
946
Gradient Investments
Minnesota
$9K +$2.86K +34 +47%
HIM
947
Hillsdale Investment Management
Ontario, Canada
$8K -$96K -1,200 -92%
WA
948
WealthTrust-Arizona
Arizona
$8K -$96K -1,200 -92%
MA
949
MCF Advisors
Kentucky
$8K – – –
EWM
950
Edge Wealth Management
New York
$4K – – –
36 37
38
39 40