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UnitedHealth
UNH

Overview Fund Activity

961 hedge funds and large institutions have $72.3B invested in UnitedHealth in 2014 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 343 increasing their positions, 406 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
+7
Holders Change %
+0.73%
% of All Funds
27.64%
Holding in Top 10
40
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-16.67%
% of All Funds
1.15%
New
64
Increased
343
Reduced
406
Closed
49
Calls
$409M
Puts
$331M
Net Calls
+$77.4M
Net Calls Change
-$116M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$1.32B
2
Dodge & Cox
Dodge & Cox
California
$1.35B
3
IC
Institutional Capital
Illinois
$530M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.56B
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$351M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.97B
2
PI
Putnam Investments
Massachusetts
$123M
3
IIS
Ignis Investment Services
United Kingdom
$265M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$4.18B
5
O
OppenheimerFunds
New York
$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
926
Tarbox Family Office
California
$25K – – –
MA
927
MCF Advisors
Kentucky
$25K +$16.7K +200 +200%
VAM
928
Visionary Asset Management
Texas
$25K +$25K +305 New
WA
929
Winfield Associates
Ohio
$24K – – –
GI
930
Gradient Investments
Minnesota
$24K +$15.3K +187 +175%
GXMC
931
Global X Management Company
New York
$23K – – –
PIM
932
Parasol Investment Management
Illinois
$23K – – –
LWA
933
Lenox Wealth Advisors
New York
$23K +$13.2K +159 +134%
FBT
934
Founders Bank & Trust
Michigan
$21K – – –
BFEC
935
Benjamin F. Edwards & Company
Missouri
$20K -$12K -150 -38%
ST
936
Smithfield Trust
Pennsylvania
$20K – – –
CHC
937
City Holding Co
West Virginia
$19K – – –
AC
938
Alexandria Capital
Virginia
$18K -$332 -4 -2%
MAS
939
Madden Advisory Services
Florida
$18K – – –
TRCT
940
Tower Research Capital (TRC)
New York
$17K -$1.5M -17,861 -99%
ARMC
941
American Research & Management Company
Massachusetts
$16K – – –
FNBSF
942
First National Bank Sioux Falls
South Dakota
$16K – – –
TWA
943
TCI Wealth Advisors
Arizona
$15K – – –
CBT
944
Central Bank & Trust
Kentucky
$15K – – –
PAS
945
Partnervest Advisory Services
California
$14K – – –
OC
946
Oakworth Capital
Alabama
$14K – – –
SIA
947
SeaBridge Investment Advisors
New Jersey
$12K +$12K +150 New
FAM
948
Fred Alger Management
New York
$11K -$2.78M -35,073 -100%
IRS
949
Invictus RG (Singapore)
Singapore
$11K -$46.6K -580 -81%
NIM
950
NuWave Investment Management
New Jersey
$10K +$500 +6 +5%
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