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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 %
ARMC
951
American Research & Management Company
Massachusetts
$17K – – –
PIA
952
Peachtree Investment Advisors
Georgia
$16K +$16K +180 New
TWA
953
TCI Wealth Advisors
Arizona
$15K – – –
OC
954
Oakworth Capital
Alabama
$15K – – –
LWCFA
955
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K -$19.7K -227 -59%
FANJ
956
Financial Architects (New Jersey)
New Jersey
$14K +$7.22K +83 +106%
UB
957
UMB Bank
Missouri
$12.4K -$345 -4,005 -3%
AP
958
Atwood & Palmer
Missouri
$11K +$11K +125 New
WA
959
WealthTrust-Arizona
Arizona
$10K +$1.3K +15 +15%
HIM
960
Hillsdale Investment Management
Ontario, Canada
$9K – – –
RAM
961
Riggs Asset Management
Pennsylvania
$9K +$9K +100 New
M
962
MOTCO
Texas
$9K +$9K +107 New
MA
963
MCF Advisors
Kentucky
$8K -$16K -200 -67%
CIM
964
Contravisory Investment Management
Massachusetts
$7K – – –
NYLT
965
New York Life Trust
New York
$6K -$1.94K -23 -24%
SMG
966
Spectrum Management Group
Indiana
$5K – – –
FAM
967
Fred Alger Management
New York
$4K -$7.58K -91 -65%
CPA
968
Cowen Prime Advisors
New York
$4K – – –
SA
969
SRH Advisors
Kansas
$2K +$2K +18 New
CAM
970
ClariVest Asset Management
California
$1K – – –
BWFA
971
Baltimore-Washington Financial Advisors
Maryland
$1K +$1K +8 New
NG
972
NatWest Group
United Kingdom
$650 +$208 +2,408 +47%
ACM
973
Atlanta Capital Management
Georgia
– -$36.9M -451,807 Closed
N
974
Natixis
France
– -$33.2M -406,716 Closed
RCM
975
Roystone Capital Management
New York
– -$20.5M -250,500 Closed
37 38
39
40 41