UNH icon

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 %
BHBT
951
Burke & Herbert Bank & Trust
Virginia
$377K – – –
PBT
952
Pictet Bank & Trust
Bahamas
$377K +$377K +3,250 New
RMDI
953
R.M. Davis Inc
Maine
$375K -$23.2K -200 -6%
CS
954
Comerica Securities
Michigan
$374K +$30.9K +266 +9%
SFM
955
Signet Financial Management
New Jersey
$373K – – –
HB
956
Homrich & Berg
Georgia
$362K +$87K +750 +32%
DDPIC
957
Deroy & Devereaux Private Investment Counsel
Michigan
$354K +$5.8K +50 +2%
WPW
958
Waldron Private Wealth
Pennsylvania
$349K +$53.2K +459 +18%
SA
959
Strategic Advisors
New York
$349K +$68.1K +586 +24%
BIC
960
Beach Investment Counsel
Pennsylvania
$348K – – –
LJAC
961
L.J. Altfest & Co
New York
$346K -$9.52K -82 -3%
PAA
962
Peregrine Asset Advisers
Oregon
$341K – – –
FWM
963
Frontier Wealth Management
Missouri
$341K +$137K +1,180 +67%
KTC
964
Kistler-Tiffany Companies
Pennsylvania
$340K +$86.6K +747 +34%
CFMC
965
Curbstone Financial Management Corp
New Hampshire
$339K – – –
AF
966
Affiance Financial
Minnesota
$339K – – –
FCCM
967
First City Capital Management
Georgia
$339K – – –
CAM
968
Cypress Asset Management
Texas
$336K – – –
LCM
969
Logan Capital Management
Pennsylvania
$336K – – –
HF
970
Hoxton Financial
West Virginia
$334K – – –
FMWA
971
Forvis Mazars Wealth Advisors
Missouri
$332K +$4.64K +40 +1%
BMO
972
Beck Mack & Oliver
New York
$327K -$2.9K -25 -0.9%
CCM
973
Catapult Capital Management
New York
$325K -$4.32M -37,200 -93%
HHGA
974
Halbert Hargrove Global Advisors
California
$324K -$284K -2,451 -47%
TCOT
975
Trust Company of Toledo
Ohio
$324K +$55.3K +477 +21%
37 38
39
40 41