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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 %
HIM
976
Harbour Investment Management
Washington
$293K – – –
HB
977
Homrich & Berg
Georgia
$290K -$59.9K -506 -17%
SCA
978
STALEY CAPITAL ADVISERS
Pennsylvania
$289K – – –
WCA
979
Westover Capital Advisors
Delaware
$288K -$2.01K -17 -0.7%
CAI
980
Capital Advisors Inc
Oklahoma
$287K – – –
FM
981
Foster & Motley
Ohio
$284K -$32.5K -275 -10%
MCC
982
Mid Continent Capital
Illinois
$284K +$284K +2,400 New
CNBT
983
Canandaigua National Bank & Trust
New York
$281K -$41.4K -350 -13%
SAM
984
Silvercrest Asset Management
New York
$280K +$43.7K +370 +19%
JFA
985
JNBA Financial Advisors
Minnesota
$278K -$17K -144 -6%
CA
986
CapWealth Advisors
Tennessee
$275K – – –
PFS
987
Prospera Financial Services
Texas
$275K +$275K +2,325 New
SIC
988
Salem Investment Counselors
North Carolina
$274K -$7.09K -60 -3%
TCOT
989
Trust Company of Toledo
Ohio
$274K – – –
OFS
990
Orrstown Financial Services
Pennsylvania
$272K – – –
BIM
991
Baldwin Investment Management
Pennsylvania
$272K – – –
WPP
992
Whalerock Point Partners
Rhode Island
$272K – – –
MC
993
Maverick Capital
Texas
$272K +$272K +2,300 New
AIM
994
Advantage Investment Management
Iowa
$270K +$128K +1,083 +90%
ST
995
Sentinel Trust
Texas
$269K -$1.18K -10 -0.4%
GIM
996
Goelzer Investment Management
Indiana
$266K -$6.02K -51 -2%
WPW
997
Waldron Private Wealth
Pennsylvania
$266K +$15.7K +133 +6%
BOTW
998
Bank of the West
California
$266K +$17.7K +150 +7%
Rafferty Asset Management
999
Rafferty Asset Management
New York
$264K +$264K +2,229 New
CL
1000
CPWM LLC
Washington
$261K -$50.6K -427 -16%
38 39
40
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