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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
$1.02B
2
BIM
BlackRock Investment Management
Delaware
$542M
3
Capital World Investors
Capital World Investors
California
$4.7B
4
Vanguard Group
Vanguard Group
Pennsylvania
$6.13B
5
AllianceBernstein
AllianceBernstein
Tennessee
$999M

Top Sellers

1
IC
Institutional Capital
Illinois
$0
2
DSA
Davis Selected Advisers
Arizona
$985M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.79B
4
Invesco
Invesco
Georgia
$543M
5
Harris Associates
Harris Associates
Illinois
$868M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
1026
Formidable Asset Management
Ohio
$232K – – –
EFSCE
1027
Enterprise Financial Services Corp (EFSC)
Missouri
$232K +$11.4K +97 +5%
AF
1028
Aldebaran Financial
$232K +$232K +1,965 New
LI
1029
LMCG Investments
Massachusetts
$231K +$231K +1,955 New
SAM
1030
SignalPoint Asset Management
Missouri
$231K +$231K +1,956 New
TC
1031
TradeLink Capital
Illinois
$230K -$91.1K -772 -28%
LW
1032
Linscomb Wealth
Texas
$229K -$276K -2,341 -55%
BC
1033
Banced Corp
Illinois
$227K -$53.4K -451 -19%
HS
1034
HighVista Strategies
Massachusetts
$226K -$122K -1,030 -35%
BMC
1035
Benin Management Corp
Connecticut
$226K +$226K +1,909 New
PHAM
1036
Palisades Hudson Asset Management
Florida
$226K +$226K +1,912 New
MMA
1037
Miracle Mile Advisors
California
$225K -$61.4K -522 -21%
FI
1038
FCM Investments
Texas
$225K – – –
MBT
1039
Monroe Bank & Trust
Michigan
$225K +$225K +1,906 New
CC
1040
Courier Capital
New York
$223K -$115K -969 -34%
BFEC
1041
Benjamin F. Edwards & Company
Missouri
$223K +$109K +923 +96%
CS
1042
Comerica Securities
Michigan
$223K +$223K +1,887 New
TIP
1043
Torray Investment Partners
Maryland
$222K -$11.7M -98,954 -98%
SCP
1044
Syntal Capital Partners
Texas
$221K -$1.3K -11 -0.6%
FWM
1045
Frontier Wealth Management
Missouri
$221K +$221K +1,866 New
PSI
1046
Pinnacle Summer Investments
Virginia
$220K +$356 +3 +0.2%
CIA
1047
Choate Investment Advisors
Massachusetts
$217K +$217K +1,834 New
VAM
1048
Visionary Asset Management
Texas
$215K +$215K +1,817 New
WFG
1049
Windsor Financial Group
Minnesota
$213K -$45.7K -386 -18%
CCA
1050
Cobblestone Capital Advisors
New York
$213K +$213K +1,803 New
40 41
42
43 44