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UnitedHealth
UNH

Overview Fund Activity

1,108 hedge funds and large institutions have $86.1B invested in UnitedHealth in 2014 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 351 increasing their positions, 424 reducing their positions, and 45 closing their positions.

Holders
1,108
Holders Change
+136
Holders Change %
+13.99%
% of All Funds
29.57%
Holding in Top 10
70
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+42.86%
% of All Funds
1.87%
New
193
Increased
351
Reduced
424
Closed
45
Calls
$417M
Puts
$625M
Net Calls
-$208M
Net Calls Change
-$119M

Top Buyers

1
MCM
1
Marsico Capital Management
Colorado
$256M
2
Swedbank
2
Swedbank
Sweden
$216M
3
UBS Group
3
UBS Group
Switzerland
$174M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$430M
5
Ameriprise
5
Ameriprise
Minnesota
$338M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.03B
2
Invesco
2
Invesco
Georgia
$720M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$191M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.69B
5
DSA
5
Davis Selected Advisers
Arizona
$1.16B
Name Market Value Shares Shares
Change 		Shares
Change %
FBNAT
976
FirstMerit Bank N.A. Trustee
Ohio
$216K 2,139 +2,139 New
WPW
977
Waldron Private Wealth
Pennsylvania
$214K 2,119 +2,119 New
VFS
978
VSR Financial Services
Kansas
$212K 2,095 -515 -20%
CFA
979
Cahill Financial Advisors
Minnesota
$212K 2,094 +2,094 New
BOTW
980
Bank of the West
California
$212K 2,099 +2,099 New
SCM
981
Stonebridge Capital Management
California
$212K 2,100 +2,100 New
BCM
982
Bridgeway Capital Management
Texas
$212K 2,100 +2,100 New
SHWM
983
Smith & Howard Wealth Management
Georgia
$210K 2,080 +2,080 New
KPCM
984
Kings Point Capital Management
New York
$208K 2,056 +1,669 +431%
FMBTD
985
First Midwest Bank Trust Division
Illinois
$207K 2,055 +2,055 New
FAM
986
Formidable Asset Management
Ohio
$205K 2,025 – –
ACM
987
Alpha Capital Management
Texas
$205K 2,027 +2,027 New
WT
988
Washington Trust
Rhode Island
$205K 2,028 +2,028 New
NES
989
New England Securities
New York
$204K 2,022 +150 +8%
BJL
990
Brighton Jones LLC
Washington
$203K 2,012 +2,012 New
CC
991
CQS Cayman
Cayman Islands
$202K 2,000 +2,000 New
SAM
992
Silvercrest Asset Management
New York
$202K 2,000 +2,000 New
Group One Trading
993
Group One Trading
Illinois
$202K 2,000 +2,000 New
CCM
994
CrestPoint Capital Management
Missouri
$202K 2,000 +2,000 New
AL
995
Airain Ltd
Guernsey
$202K 2,000 +2,000 New
VST
996
Van Strum & Towne
California
$201K 1,985 +1,985 New
IPC
997
Independent Portfolio Consultants
Florida
$198K 1,955 – –
PSI
998
Pinnacle Summer Investments
Virginia
$193K 1,852 +3 +0.2%
FI
999
FCM Investments
Texas
$192K 1,900 – –
SCP
1000
Syntal Capital Partners
Texas
$190K 1,883 +1,883 New
38 39
40
41 42