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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 %
CFG
1026
CKW Financial Group
Hawaii
$81K 800 – –
ACS
1027
Archford Capital Strategies
Illinois
$81K 800 – –
GAM
1028
Gemmer Asset Management
California
$81K 798 – –
OSAM
1029
O'Shaughnessy Asset Management
Connecticut
$81K 799 +799 New
NYLT
1030
New York Life Trust
New York
$79K 781 +710 +1,000%
SSB
1031
Sandy Spring Bank
Maryland
$77K 766 +59 +8%
HCC
1032
Hirtle Callaghan & Co
Pennsylvania
$74K 736 – –
TDC
1033
Thompson Davis & Co
Virginia
$69K 684 +326 +91%
CAW
1034
Cornerstone Advisors (Washington)
Washington
$68K 670 +29 +5%
RGI
1035
River Global Investors
United Kingdom
$67K 667 +667 New
LNB
1036
Ledyard National Bank
$66K 653 – –
ATC
1037
Adirondack Trust Company
New York
$58K 575 -200 -26%
HCM
1038
Horrell Capital Management
Arkansas
$58K 575 – –
GGPS
1039
Gary Goldberg Planning Services
New York
$56K 557 +1 +0.2%
GWA
1040
Genesis Wealth Advisors
Massachusetts
$55.4K 485 +485 New
FWM
1041
Focused Wealth Management
New York
$51K 509 -33 -6%
PFSC
1042
Peoples Financial Services Corp
Pennsylvania
$51K 500 – –
GI
1043
Gradient Investments
Minnesota
$50K 494 +100 +25%
BRWM
1044
B. Riley Wealth Management
Tennessee
$48K 475 -100 -17%
QAM
1045
QCI Asset Management
New York
$43K 425 – –
PIM
1046
Parasol Investment Management
Illinois
$42K 418 – –
IMS
1047
Index Management Solutions
Pennsylvania
$41K 406 -4,675 -92%
LFR
1048
Lehman Financial Resources
Pennsylvania
$40K 400 -200 -33%
NSIM
1049
North Star Investment Management
Illinois
$40K 391 +391 New
HIM
1050
Hutchens Investment Management
New Hampshire
$38K 379 +379 New
40 41
42
43 44