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UnitedHealth
UNH

Overview Fund Activity

1,161 hedge funds and large institutions have $99B invested in UnitedHealth in 2015 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 401 increasing their positions, 472 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+53
Holders Change %
+4.78%
% of All Funds
30.97%
Holding in Top 10
103
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+47.14%
% of All Funds
2.75%
New
129
Increased
401
Reduced
472
Closed
63
Calls
$526M
Puts
$560M
Net Calls
-$33.9M
Net Calls Change
+$174M

Top Buyers

1
BA
BlackRock Advisors
Delaware
+$491M
2
BIM
BlackRock Investment Management
Delaware
+$239M
3
Capital World Investors
Capital World Investors
California
+$222M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$153M

Top Sellers

1
IC
Institutional Capital
Illinois
-$495M
2
DSA
Davis Selected Advisers
Arizona
-$371M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$355M
4
Invesco
Invesco
Georgia
-$300M
5
Harris Associates
Harris Associates
Illinois
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRAM
926
Stone Ridge Asset Management
New York
$379K – – –
HIM
927
Hillsdale Investment Management
Ontario, Canada
$379K +$59.2K +500 +19%
RGI
928
River Global Investors
United Kingdom
$379K +$300K +2,537 +380%
EA
929
Emerald Advisers
Pennsylvania
$378K -$30.7K -261 -8%
DAS
930
Dynamic Advisor Solutions
Arizona
$377K -$42.1K -356 -10%
BO
931
Bank OZK
Arkansas
$372K -$14.2K -120 -4%
KA
932
Kovack Advisors
Florida
$372K +$372K +3,145 New
BMO
933
Beck Mack & Oliver
New York
$370K – – –
CFMC
934
Curbstone Financial Management Corp
New Hampshire
$367K +$5.92K +50 +2%
JIC
935
Joel Isaacson & Co
New York
$367K +$25.3K +214 +7%
VAM
936
Visium Asset Management
New York
$366K +$366K +3,095 New
HMS
937
Hanseatic Management Services
New Mexico
$361K – – –
BEAM
938
Baker Ellis Asset Management
Washington
$360K – – –
LA
939
Lucus Advisors
New York
$359K +$359K +3,033 New
SFM
940
Signature Financial Management
Virginia
$357K -$31.4K -266 -8%
DDPIC
941
Deroy & Devereaux Private Investment Counsel
Michigan
$355K – – –
BIC
942
Beach Investment Counsel
Pennsylvania
$355K – – –
NCCM
943
Nine Chapters Capital Management
New Jersey
$355K +$355K +3,000 New
LJAC
944
L.J. Altfest & Co
New York
$354K -$4.97K -42 -1%
SAMC
945
Shinko Asset Management Company
Japan
$353K -$34.6K -292 -9%
BCM
946
Bienville Capital Management
New York
$348K -$381K -3,227 -52%
FCCM
947
First City Capital Management
Georgia
$345K – – –
ICAS
948
Investors Capital Advisory Services
Massachusetts
$344K +$24K +204 +8%
LCM
949
Logan Capital Management
Pennsylvania
$343K – – –
EMG
950
Ellington Management Group
Connecticut
$343K +$343K +2,900 New
36 37
38
39 40