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UnitedHealth
UNH

Overview Fund Activity

1,203 hedge funds and large institutions have $97.4B invested in UnitedHealth in 2015 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 482 increasing their positions, 451 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+5
Holders Change %
+0.42%
% of All Funds
33.62%
Holding in Top 10
99
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.98%
% of All Funds
2.77%
New
88
Increased
482
Reduced
451
Closed
74
Calls
$996M
Puts
$777M
Net Calls
+$219M
Net Calls Change
+$324M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$762M
2
Bank of America
Bank of America
North Carolina
+$476M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$390M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$291M
5
Citadel Advisors
Citadel Advisors
Florida
+$181M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$420M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$395M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$213M
4
ClearBridge Investments
ClearBridge Investments
New York
-$151M
5
DSA
Davis Selected Advisers
Arizona
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
926
Kornitzer Capital Management
Kansas
$435K -$16.2K -140 -4%
VIA
927
Vantage Investment Advisors
Pennsylvania
$435K -$8.71K -75 -2%
HCM
928
HM Capital Management
Missouri
$433K -$3.12K -27 -0.7%
FBFS
929
First Business Financial Services
Wisconsin
$432K +$2.32K +20 +0.5%
BCMO
930
Buckingham Capital Management (Ohio)
Ohio
$430K -$32.9K -283 -7%
LBA
931
Letko, Brosseau & Associates
Quebec, Canada
$429K – – –
SS
932
Simplicity Solutions
Minnesota
$427K +$170K +1,461 +66%
HFM
933
Hartford Financial Management
Connecticut
$423K – – –
MIC
934
MU Investments Company
Japan
$423K – – –
HPBT
935
High Point Bank & Trust
North Carolina
$418K -$14.5K -125 -3%
WCA
936
Westover Capital Advisors
Delaware
$418K – – –
IAMOG
937
Investors Asset Management of Georgia
Georgia
$418K – – –
DAC
938
Dividend Assets Capital
South Carolina
$415K +$16.3K +140 +4%
CAM
939
CG Asset Management
New York
$415K +$44.1K +380 +12%
GC
940
Globeflex Capital
California
$409K – – –
LCM
941
Liberty Capital Management
Michigan
$403K -$112K -965 -22%
QCG
942
Quadrant Capital Group
Ohio
$402K +$1.27K +11 +0.3%
PCM
943
Perritt Capital Management
Illinois
$400K – – –
KL
944
Kinsight LLC
Alabama
$400K – – –
ICAS
945
Investors Capital Advisory Services
Massachusetts
$396K -$1.27K -11 -0.3%
MHS
946
M Holdings Securities
Oregon
$396K +$5.8K +50 +1%
SFM
947
Signature Financial Management
Virginia
$392K +$23.2K +200 +6%
NL
948
NWAM LLC
Washington
$389K – – –
CAM
949
Concorde Asset Management
Michigan
$388K +$388K +3,345 New
CPA
950
Court Place Advisors
Maryland
$386K -$11.6K -100 -3%
36 37
38
39 40