UNH icon

UnitedHealth
UNH

Overview Fund Activity

954 hedge funds and large institutions have $72.9B invested in UnitedHealth in 2014 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 342 increasing their positions, 395 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
954
Holders Change
+8
Holders Change %
+0.85%
% of All Funds
27.57%
Holding in Top 10
48
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+50%
% of All Funds
1.39%
New
84
Increased
342
Reduced
395
Closed
63
Calls
$447M
Puts
$254M
Net Calls
+$193M
Net Calls Change
+$360M

Top Buyers

1
IIS
Ignis Investment Services
United Kingdom
$491M
2
LP
Longview Partners
Guernsey
$476M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$4.66B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.41B
5
FMI
Fiduciary Management Inc
Wisconsin
$855M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.22B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.31B
3
State Street
State Street
Massachusetts
$3.71B
4
UBS AM
UBS AM
Illinois
$495M
5
Boston Partners
Boston Partners
Massachusetts
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
USGIU
1001
U.S. Global Investors (USGI)
Texas
– -$301K -4,000 Closed
AAS
1002
Annex Advisory Services
Wisconsin
– -$289K -3,834 Closed
CI
1003
Cowen Inc
New York
– -$286K -3,800 Closed
WT
1004
Washington Trust
Rhode Island
– -$253K -3,367 Closed
IPRC
1005
Indices-Pac Research Corporation
New Jersey
– -$249K -3,304 Closed
AHB
1006
Abner Herrman & Brock
New Jersey
– -$214K -2,879 Closed
GVT
1007
Genesee Valley Trust
New York
– -$212K -2,810 Closed
BHB
1008
Bank Hapoalim BM
Israel
– -$203K -2,700 Closed
RCM
1009
Rotella Capital Management
Washington
– -$202K -2,678 Closed
SHWM
1010
Smith & Howard Wealth Management
Georgia
– -$157K -2,080 Closed
JWM
1011
Jacobus Wealth Management
Wisconsin
– -$123K -1,634 Closed
ACM
1012
Aviance Capital Management
Florida
– -$123K -1,628 Closed
ICM
1013
ICC Capital Management
Florida
– -$117K -1,559 Closed
WCM
1014
Windsor Capital Management
Arizona
– -$92K -1,216 Closed
ASN
1015
Advisory Services Network
Georgia
– -$26K -351 Closed
AP
1016
Advisors Preferred
Maryland
– -$21K -286 Closed
CCM
1017
Chilton Capital Management
Texas
– -$11.7K -155 Closed
AA
1018
Apriem Advisors
California
– -$6K -75 Closed
PFG
1019
Piershale Financial Group
Illinois
– -$2K -27 Closed
37 38 39 40
41