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UnitedHealth
UNH

Overview Fund Activity

946 hedge funds and large institutions have $65.6B invested in UnitedHealth in 2013 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 341 increasing their positions, 364 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
+68
Holders Change %
+7.74%
% of All Funds
27.48%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.93%
New
125
Increased
341
Reduced
364
Closed
51
Calls
$461M
Puts
$627M
Net Calls
-$166M
Net Calls Change
-$334M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$853M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.75B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.48B
4
FMI
Fiduciary Management Inc
Wisconsin
$423M
5
ClearBridge Investments
ClearBridge Investments
New York
$2.23B

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$152M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
3
Boston Partners
Boston Partners
Massachusetts
$270M
4
WRF
Waddell & Reed Financial
Kansas
$259M
5
Ameriprise
Ameriprise
Minnesota
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIP
976
Palisades Investment Partners
California
– -$583K -8,140 Closed
MCM
977
Murphy Capital Management
New Jersey
– -$527K -7,369 Closed
HMS
978
Hanseatic Management Services
New Mexico
– -$510K -7,120 Closed
CCA
979
Cobblestone Capital Advisors
New York
– -$496K -6,926 Closed
MCM
980
Matarin Capital Management
New York
– -$348K -4,865 Closed
CWP
981
Capital Wealth Planning
Florida
– -$341K -4,765 Closed
BCM
982
Bourgeon Capital Management
Connecticut
– -$251K -3,500 Closed
FMBTD
983
First Midwest Bank Trust Division
Illinois
– -$242K -3,378 Closed
AL
984
Airain Ltd
Guernsey
– -$236K -3,300 Closed
Westfield Capital Management
985
Westfield Capital Management
Massachusetts
– -$229K -3,200 Closed
SC
986
Scotia Capital
Ontario, Canada
– -$226K -3,150 Closed
ICOA
987
Investment Centers of America
North Dakota
– -$226K -3,148 Closed
CR
988
Cooperatieve Rabobank
Netherlands
– -$209K -2,923 Closed
FA
989
FMA Advisory
Pennsylvania
– -$207K -2,888 Closed
HSA
990
HBK Sorce Advisory
Pennsylvania
– -$206K -2,874 Closed
MI
991
Mercer Investments
Massachusetts
– -$178K -2,486 Closed
OSAM
992
O'Shaughnessy Asset Management
Connecticut
– -$135K -1,888 Closed
PC
993
Pier Capital
Connecticut
– -$92K -1,288 Closed
PP
994
Palladium Partners
Virginia
– -$37K -514 Closed
Victory Capital Management
995
Victory Capital Management
Texas
– -$18K -253 Closed
Jones Financial Companies
996
Jones Financial Companies
Missouri
– -$15K -213 Closed
AA
997
AlphaMark Advisors
Kentucky
– -$9K -120 Closed
LWCFA
998
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$7K -100 Closed
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