UNH icon

UnitedHealth
UNH

Overview Fund Activity

1,217 hedge funds and large institutions have $98.4B invested in UnitedHealth in 2015 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 425 increasing their positions, 523 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+14
Holders Change %
+1.16%
% of All Funds
31.96%
Holding in Top 10
68
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-31.31%
% of All Funds
1.79%
New
116
Increased
425
Reduced
523
Closed
89
Calls
$568M
Puts
$750M
Net Calls
-$182M
Net Calls Change
-$401M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$220M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$215M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$164M
4
MC
Maverick Capital
Texas
+$162M
5
Dodge & Cox
Dodge & Cox
California
+$125M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$226M
2
DSA
Davis Selected Advisers
Arizona
-$199M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
4
BA
BlackRock Advisors
Delaware
-$164M
5
PHS
PFM Health Sciences
California
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
951
Advance Capital I
Michigan
$400K -$141K -1,200 -26%
ICAS
952
Investors Capital Advisory Services
Massachusetts
$399K -$2.35K -20 -0.6%
CHAM
953
Clear Harbor Asset Management
Connecticut
$398K -$61.8K -525 -13%
KTC
954
Kistler-Tiffany Companies
Pennsylvania
$398K +$53.3K +454 +15%
SWM
955
SVA Wealth Management
Wisconsin
$397K +$397K +3,374 New
WCA
956
Westover Capital Advisors
Delaware
$395K -$28.7K -244 -7%
CAM
957
Concorde Asset Management
Michigan
$392K -$1.88K -16 -0.5%
CPA
958
Court Place Advisors
Maryland
$392K – – –
LCM
959
Liberty Capital Management
Michigan
$389K -$19.7K -167 -5%
WA
960
Wealth Architects
California
$380K -$101K -862 -21%
SRAM
961
Stone Ridge Asset Management
New York
$376K -$94K -800 -20%
HIM
962
Hillsdale Investment Management
Ontario, Canada
$376K -$76.4K -650 -17%
MIC
963
MU Investments Company
Japan
$373K -$65.1K -550 -15%
DIA
964
Denver Investment Advisors
Colorado
$372K -$87.1K -740 -19%
RBC
965
Ronald Blue & Co
Georgia
$369K -$665K -5,645 -64%
DDPIC
966
Deroy & Devereaux Private Investment Counsel
Michigan
$359K – – –
IH
967
IFC Holdings
Florida
$358K +$35.5K +301 +11%
IC
968
IKOS CIF
Cyprus
$356K +$46.2K +398 +15%
FBFS
969
First Business Financial Services
Wisconsin
$354K -$84.5K -717 -19%
BIC
970
Beach Investment Counsel
Pennsylvania
$353K – – –
LJAC
971
L.J. Altfest & Co
New York
$352K +$1.3K +11 +0.4%
FMWA
972
Forvis Mazars Wealth Advisors
Missouri
$348K +$11.2K +95 +3%
PAA
973
Peregrine Asset Advisers
Oregon
$345K – – –
CCFCSB
974
Cape Cod Five Cents Savings Bank
Massachusetts
$345K +$26.7K +227 +8%
AF
975
Affiance Financial
Minnesota
$344K – – –
37 38
39
40 41