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UnitedHealth
UNH

Overview Fund Activity

1,203 hedge funds and large institutions have $97.4B invested in UnitedHealth in 2015 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 482 increasing their positions, 451 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+5
Holders Change %
+0.42%
% of All Funds
33.62%
Holding in Top 10
99
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.98%
% of All Funds
2.77%
New
88
Increased
482
Reduced
451
Closed
74
Calls
$996M
Puts
$777M
Net Calls
+$219M
Net Calls Change
+$324M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$762M
2
Bank of America
Bank of America
North Carolina
+$476M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$390M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$291M
5
Citadel Advisors
Citadel Advisors
Florida
+$181M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$420M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$395M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$213M
4
ClearBridge Investments
ClearBridge Investments
New York
-$151M
5
DSA
Davis Selected Advisers
Arizona
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAI
1001
Capital Advisors Inc
Oklahoma
$289K – – –
SCA
1002
STALEY CAPITAL ADVISERS
Pennsylvania
$283K – – –
FHA
1003
First Horizon Advisors
Tennessee
$282K +$24.4K +210 +9%
MBT
1004
Montecito Bank & Trust
California
$281K +$281K +2,419 New
CCM
1005
CrestPoint Capital Management
Missouri
$278K +$23.2K +200 +9%
GWM
1006
Gupta Wealth Management
California
$277K +$14.4K +124 +5%
CCA
1007
Cobblestone Capital Advisors
New York
$276K -$9.63K -83 -3%
GIM
1008
Goelzer Investment Management
Indiana
$276K +$3.48K +30 +1%
MCM
1009
McKinley Capital Management
Alaska
$273K -$15.3K -132 -5%
JMH
1010
J.M. Hartwell
New York
$273K – – –
WPP
1011
Whalerock Point Partners
Rhode Island
$272K – – –
BIM
1012
Baldwin Investment Management
Pennsylvania
$272K +$27.9K +240 +11%
NP
1013
NorthRock Partners
Minnesota
$271K +$250K +64,299 +1,175%
HR
1014
Howe & Rusling
New York
$270K -$15.1K -130 -5%
JFA
1015
JNBA Financial Advisors
Minnesota
$270K -$2.32K -20 -0.9%
KPCM
1016
Kings Point Capital Management
New York
$270K – – –
BJL
1017
Brighton Jones LLC
Washington
$268K -$18.4K -159 -6%
OFS
1018
Orrstown Financial Services
Pennsylvania
$267K – – –
SIC
1019
Salem Investment Counselors
North Carolina
$267K +$28.8K +250 +12%
AIM
1020
Advantage Investment Management
Iowa
$264K -$3.71K -32 -1%
WP
1021
WMS Partners
Maryland
$263K -$93.2K -805 -26%
TCB
1022
Texas Capital Bancshares
Texas
$261K -$34.8K -300 -12%
MC
1023
Middleton & Co
Massachusetts
$260K +$57K +491 +28%
AI
1024
Accredited Investors
Minnesota
$258K +$1.51K +13 +0.6%
SCM
1025
Stonebridge Capital Management
California
$257K +$13.3K +115 +5%
39 40
41
42 43