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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 %
HR
951
Howe & Rusling
New York
$341K -$91.2K -770 -21%
HF
952
Hoxton Financial
West Virginia
$340K – – –
CCFCSB
953
Cape Cod Five Cents Savings Bank
Massachusetts
$338K -$14.2K -120 -4%
CAM
954
Cypress Asset Management
Texas
$337K +$11.8K +100 +4%
FMWA
955
Forvis Mazars Wealth Advisors
Missouri
$333K -$19.2K -162 -5%
BCM
956
Bridgeway Capital Management
Texas
$331K +$82.8K +700 +33%
AW
957
Alpha Windward
Massachusetts
$328K -$27.8K -235 -8%
DSC
958
Duncker Streett & Co
Missouri
$328K – – –
CAG
959
Crestwood Advisors Group
Massachusetts
$326K +$326K +2,760 New
LAIC
960
Lederer & Associates Investment Counsel
California
$323K -$1.3K -11 -0.4%
AF
961
Affiance Financial
Minnesota
$320K – – –
CEP
962
Chicago Equity Partners
Illinois
$319K +$319K +2,695 New
AAS
963
Annex Advisory Services
Wisconsin
$318K +$318K +2,687 New
WS
964
Wedbush Securities
California
$308K -$19.2K -162 -6%
NFG
965
Next Financial Group
Texas
$308K -$7.09K -60 -2%
HPC
966
HM Payson & Co
Maine
$306K +$6.62K +56 +2%
LA
967
LVW Advisors
New York
$304K -$35K -296 -10%
DSI
968
Daiwa SB Investments
Japan
$303K -$35.5K -300 -10%
KT
969
Kanaly Trust
Texas
$303K +$1.54K +13 +0.5%
MCM
970
McKinley Capital Management
Alaska
$297K -$11.6K -98 -4%
TCB
971
Texas Capital Bancshares
Texas
$296K -$2.37K -20 -0.8%
USGIU
972
U.S. Global Investors (USGI)
Texas
$296K – – –
AHC
973
Adell Harriman & Carpenter
Texas
$295K – – –
TI
974
Turner Investments
Pennsylvania
$294K +$294K +2,480 New
AW
975
ACG Wealth
Georgia
$294K +$294K +2,483 New
37 38
39
40 41