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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 %
EFSCE
1001
Enterprise Financial Services Corp (EFSC)
Missouri
$189K 1,869 -170 -8%
VFA
1002
Virtus Fund Advisers
Connecticut
$186K 1,840 – –
NYLIM
1003
New York Life Investment Management
New York
$182K 1,800 -1,500 -45%
LWM
1004
LBA Wealth Management
Florida
$180K 1,780 – –
KCM
1005
Karp Capital Management
California
$159K 1,575 +1,575 New
SC
1006
SRB Corp
Massachusetts
$155K 1,530 -131 -8%
IMAS
1007
ID Management A/S
Denmark
$152K 1,500 +1,500 New
WEC
1008
Winslow Evans & Crocker
Massachusetts
$147K 1,460 +160 +12%
CAL
1009
Capital Analysts LLC
Pennsylvania
$141K 1,397 +2 +0.1%
DBT
1010
Dubuque Bank & Trust
Iowa
$133K 1,319 – –
PMFA
1011
Plante Moran Financial Advisors
Michigan
$130K 1,281 – –
AIM
1012
Advantage Investment Management
Iowa
$121K 1,198 +1,198 New
FMT
1013
First Mercantile Trust
Tennessee
$119K 1,176 -180 -13%
WF
1014
WealthTrust Fairport
Ohio
$116K 1,145 -125 -10%
MCM
1015
MV Capital Management
Maryland
$115K 1,135 +1,135 New
HCP
1016
Holt Capital Partners
Texas
$114K 1,125 +1,125 New
AWM
1017
Avior Wealth Management
Nebraska
$109K 1,078 – –
Manulife (Manufacturers Life Insurance)
1018
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$107K 1,062,968 +11,610 +1%
BFEC
1019
Benjamin F. Edwards & Company
Missouri
$97K 962 +712 +285%
TRCT
1020
Tower Research Capital (TRC)
New York
$95K 936 -13,533 -94%
Walleye Trading
1021
Walleye Trading
New York
$93K 923 +923 New
SNT
1022
Security National Trust
West Virginia
$89K 875 +571 +188%
MPWT
1023
MassMutual Private Wealth & Trust
Connecticut
$88.9K 879 +631 +254%
CFA
1024
Carroll Financial Associates
North Carolina
$87K 810 +400 +98%
S
1025
SignatureFD
Georgia
$81K 799 -1,876 -70%
39 40
41
42 43