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UnitedHealth
UNH

Overview Fund Activity

1,198 hedge funds and large institutions have $101B invested in UnitedHealth in 2015 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 449 increasing their positions, 473 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+37
Holders Change %
+3.19%
% of All Funds
32.31%
Holding in Top 10
101
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.94%
% of All Funds
2.72%
New
108
Increased
449
Reduced
473
Closed
57
Calls
$596M
Puts
$701M
Net Calls
-$105M
Net Calls Change
-$71.3M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$404M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$390M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$246M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$198M
5
BA
BlackRock Advisors
Delaware
+$177M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
-$378M
2
State Street
State Street
Massachusetts
-$277M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$267M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$223M
5
LP
Longview Partners
Guernsey
-$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
1001
Harbour Investment Management
Washington
$303K – – –
BJL
1002
Brighton Jones LLC
Washington
$301K +$32.1K +263 +12%
HR
1003
Howe & Rusling
New York
$300K -$51.2K -420 -15%
CCA
1004
Cobblestone Capital Advisors
New York
$300K +$80.4K +660 +37%
SCA
1005
STALEY CAPITAL ADVISERS
Pennsylvania
$298K – – –
LA
1006
LVW Advisors
New York
$297K -$16.2K -133 -5%
MFW
1007
Meristem Family Wealth
Minnesota
$296K +$50.7K +415 +21%
SA
1008
Strategic Advisors
New York
$295K +$295K +2,419 New
HB
1009
Homrich & Berg
Georgia
$289K -$9.64K -79 -3%
HH
1010
Hilltop Holdings
Texas
$287K +$287K +2,350 New
JMH
1011
J.M. Hartwell
New York
$287K +$287K +2,350 New
JFA
1012
JNBA Financial Advisors
Minnesota
$286K – – –
WPP
1013
Whalerock Point Partners
Rhode Island
$286K +$6.09K +50 +2%
GIM
1014
Goelzer Investment Management
Indiana
$286K +$11.7K +96 +4%
AW
1015
Alpha Windward
Massachusetts
$285K -$53.6K -439 -16%
KPCM
1016
Kings Point Capital Management
New York
$284K +$33.5K +275 +13%
TCOT
1017
Trust Company of Toledo
Ohio
$283K – – –
HCM
1018
Hollencrest Capital Management
California
$283K +$283K +2,322 New
SSG
1019
Summit Securities Group
New York
$281K -$414K -3,395 -60%
OFS
1020
Orrstown Financial Services
Pennsylvania
$281K – – –
AIM
1021
Advantage Investment Management
Iowa
$281K +$3.17K +26 +1%
IIM
1022
Intact Investment Management
Quebec, Canada
$280K +$280K +2,300 New
FM
1023
Foster & Motley
Ohio
$276K -$17.1K -140 -6%
GWM
1024
Gupta Wealth Management
California
$276K +$35.8K +293 +15%
JPTCCM
1025
J.P. Turner & Co Capital Management
Georgia
$276K +$276K +2,288 New
39 40
41
42 43