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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 %
BJL
1001
Brighton Jones LLC
Washington
$261K +$23.1K +195 +10%
CA
1002
Cullinan Associates
Kentucky
$261K +$261K +2,210 New
SC
1003
Saiers Capital
New York
$260K -$1.62M -13,700 -86%
FBNAT
1004
FirstMerit Bank N.A. Trustee
Ohio
$259K +$6.03K +51 +2%
BUB
1005
BBVA USA Bancshares
Texas
$259K +$259K +2,183 New
KTC
1006
Kistler-Tiffany Companies
Pennsylvania
$257K – – –
SGH
1007
Schonfeld Group Holdings
New York
$252K +$252K +2,128 New
SCM
1008
Stonebridge Capital Management
California
$249K – – –
CFA
1009
Cahill Financial Advisors
Minnesota
$249K +$593 +5 +0.2%
CCM
1010
CrestPoint Capital Management
Missouri
$248K +$11.8K +100 +5%
CCM
1011
Catawba Capital Management
Virginia
$247K -$67.4K -570 -21%
LCM
1012
Liberty Capital Management
Michigan
$245K +$245K +2,075 New
AIM
1013
Aspen Investment Management
Michigan
$244K +$244K +2,060 New
EP
1014
Edgestream Partners
New Jersey
$244K +$244K +2,065 New
KPCM
1015
Kings Point Capital Management
New York
$243K – – –
IRS
1016
Invictus RG (Singapore)
Singapore
$241K +$231K +1,952 +2,352%
Victory Capital Management
1017
Victory Capital Management
Texas
$240K -$4.42M -37,406 -95%
FHA
1018
First Horizon Advisors
Tennessee
$240K -$124K -1,038 -34%
IAA
1019
Ironsides Asset Advisors
North Carolina
$239K -$20.7K -175 -8%
MFW
1020
Meristem Family Wealth
Minnesota
$238K +$238K +2,009 New
SCG
1021
Sonata Capital Group
Washington
$237K +$237K +2,000 New
VST
1022
Van Strum & Towne
California
$235K – – –
ZIC
1023
ZWJ Investment Counsel
Georgia
$235K +$235K +1,985 New
Two Sigma Investments
1024
Two Sigma Investments
New York
$234K +$234K +1,980 New
GWM
1025
Gupta Wealth Management
California
$233K +$233K +1,969 New
39 40
41
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