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UnitedHealth
UNH

Overview Fund Activity

1,217 hedge funds and large institutions have $98.4B invested in UnitedHealth in 2015 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 425 increasing their positions, 523 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+14
Holders Change %
+1.16%
% of All Funds
31.96%
Holding in Top 10
68
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-31.31%
% of All Funds
1.79%
New
116
Increased
425
Reduced
523
Closed
89
Calls
$568M
Puts
$750M
Net Calls
-$182M
Net Calls Change
-$401M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$220M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$215M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$164M
4
MC
Maverick Capital
Texas
+$162M
5
Dodge & Cox
Dodge & Cox
California
+$125M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$226M
2
DSA
Davis Selected Advisers
Arizona
-$199M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
4
BA
BlackRock Advisors
Delaware
-$164M
5
PHS
PFM Health Sciences
California
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
1001
Dynamic Capital Management
Jersey
$306K +$306K +2,600 New
JIC
1002
Joel Isaacson & Co
New York
$305K – – –
CIP
1003
Convergence Investment Partners
Florida
$300K -$4.33M -36,834 -94%
AIM
1004
Advantage Investment Management
Iowa
$299K +$31.4K +267 +12%
LWAC
1005
Laurel Wealth Advisors (California)
California
$299K +$299K +2,543 New
RIG
1006
Roosevelt Investment Group
New York
$298K -$2.11M -18,002 -88%
BCM
1007
Bienville Capital Management
New York
$297K – – –
ICOA
1008
Investment Centers of America
North Dakota
$297K +$44.2K +375 +17%
BHA
1009
Beech Hill Advisors
New York
$295K -$5.89K -50 -2%
RHBC
1010
R.H. Bluestein & Co
Michigan
$294K -$176K -1,500 -38%
HPC
1011
HM Payson & Co
Maine
$294K -$10.6K -90 -3%
NB
1012
Nicolet Bankshares
Wisconsin
$294K +$294K +2,551 New
CAI
1013
Capital Advisors Inc
Oklahoma
$293K – – –
FM
1014
Foster & Motley
Ohio
$292K -$15.5K -132 -5%
SCA
1015
STALEY CAPITAL ADVISERS
Pennsylvania
$287K – – –
LA
1016
LVW Advisors
New York
$285K -$41.2K -350 -13%
MFW
1017
Meristem Family Wealth
Minnesota
$285K +$285K +2,424 New
CCM
1018
CrestPoint Capital Management
Missouri
$282K – – –
GIM
1019
Goelzer Investment Management
Indiana
$282K +$2.59K +22 +0.9%
CCA
1020
Cobblestone Capital Advisors
New York
$278K -$2.36K -20 -0.8%
MCM
1021
McKinley Capital Management
Alaska
$278K +$1.18K +10 +0.4%
PP
1022
Paloma Partners
Connecticut
$276K -$3.4M -28,897 -92%
GWM
1023
Gupta Wealth Management
California
$276K -$4.23K -36 -2%
SRSA
1024
S.R. Schill & Associates
Washington
$274K -$18.1K -154 -6%
KPCM
1025
Kings Point Capital Management
New York
$274K – – –
39 40
41
42 43