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UnitedHealth
UNH

Overview Fund Activity

972 hedge funds and large institutions have $74.2B invested in UnitedHealth in 2014 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 313 increasing their positions, 432 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
972
Holders Change
+11
Holders Change %
+1.14%
% of All Funds
28.22%
Holding in Top 10
49
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+22.5%
% of All Funds
1.42%
New
68
Increased
313
Reduced
432
Closed
47
Calls
$414M
Puts
$502M
Net Calls
-$88.5M
Net Calls Change
-$166M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$187M
2
O
2
OppenheimerFunds
New York
$386M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.24B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$513M
5
Prudential Financial
5
Prudential Financial
New Jersey
$239M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$694M
2
WRF
2
Waddell & Reed Financial
Kansas
$40.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.54B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$3B
5
Goldman Sachs
5
Goldman Sachs
New York
$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
926
Parasol Investment Management
Illinois
$36K +$11.9K +138 +49%
TCM
927
Tradewinds Capital Management
Washington
$35K – – –
GI
928
Gradient Investments
Minnesota
$34K +$8.63K +100 +34%
KPCM
929
Kings Point Capital Management
New York
$33K – – –
WA
930
Waverly Advisors
Alabama
$33K – – –
PFO
931
Pathstone Family Office
New Jersey
$32K +$32K +375 New
BOK
932
Bank of Kentucky
Kentucky
$31K – – –
TDC
933
Thompson Davis & Co
Virginia
$31K +$31K +358 New
FMP
934
Financial Management Professionals
Texas
$30K – – –
TFO
935
Tarbox Family Office
California
$30K +$2.27K +26 +8%
NC
936
NewSquare Capital
Pennsylvania
$28K – – –
SNT
937
Security National Trust
West Virginia
$26K -$25.7K -300 -50%
WA
938
Winfield Associates
Ohio
$26K – – –
CCS
939
Crosspoint Capital Strategies
California
$26K – – –
FM
940
Forward Management
California
$26K +$26K +300 New
LWA
941
Lenox Wealth Advisors
New York
$24K – – –
FBT
942
Founders Bank & Trust
Michigan
$22K – – –
ST
943
Smithfield Trust
Pennsylvania
$22K – – –
BFEC
944
Benjamin F. Edwards & Company
Missouri
$22K – – –
MPWT
945
MassMutual Private Wealth & Trust
Connecticut
$21.4K +$21.4K +248 New
GXMC
946
Global X Management Company
New York
$20K -$4.64K -54 -19%
CHC
947
City Holding Co
West Virginia
$20K – – –
MAS
948
Madden Advisory Services
Florida
$19K – – –
AC
949
Alexandria Capital
Virginia
$17K -$2.21K -25 -12%
FNBSF
950
First National Bank Sioux Falls
South Dakota
$17K – – –
36 37
38
39 40