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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 %
FCCM
976
First City Capital Management
Georgia
$344K – – –
HSA
977
HBK Sorce Advisory
Pennsylvania
$342K +$342K +2,910 New
RCM
978
Reynolds Capital Management
Nevada
$341K -$200K -1,700 -37%
CAM
979
Cypress Asset Management
Texas
$341K – – –
LCM
980
Logan Capital Management
Pennsylvania
$341K – – –
Parallax Volatility Advisers
981
Parallax Volatility Advisers
California
$340K +$325K +2,760 +2,123%
QSS
982
Quantitative Systematic Strategies
Florida
$336K -$691K -5,819 -67%
CB
983
Chemical Bank
Michigan
$333K +$9.52K +81 +3%
AHC
984
Adell Harriman & Carpenter
Texas
$330K +$21.2K +180 +7%
DA
985
Dunvegan Associates
California
$329K -$192K -1,631 -37%
DSC
986
Duncker Streett & Co
Missouri
$327K – – –
HHGA
987
Halbert Hargrove Global Advisors
California
$326K -$2.7K -23 -0.8%
FFWA
988
FRG Family Wealth Advisors
Washington
$326K +$326K +2,775 New
DW
989
Domani Wealth
Pennsylvania
$325K +$68.2K +579 +27%
PFA
990
Paradigm Financial Advisors
Missouri
$323K – – –
CNBT
991
Canandaigua National Bank & Trust
New York
$322K – – –
BEAM
992
Baker Ellis Asset Management
Washington
$322K +$11.8K +100 +4%
BHBT
993
Burke & Herbert Bank & Trust
Virginia
$321K -$61.8K -525 -16%
AIA
994
Affinity Investment Advisors
California
$320K -$188K -1,600 -37%
BMO
995
Beck Mack & Oliver
New York
$320K -$11.8K -100 -4%
PSI
996
Pinnacle Summer Investments
Virginia
$320K +$101K +864 +46%
MI
997
Montage Investments
Kansas
$316K +$316K +2,685 New
SAMC
998
Shinko Asset Management Company
Japan
$315K – – –
HA
999
Harfst & Associates
Wyoming
$314K +$106K +902 +51%
AAS
1000
Annex Advisory Services
Wisconsin
$309K -$18.6K -158 -6%
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40
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