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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 %
CIC
1026
Carnegie Investment Counsel
Ohio
$257K +$257K +2,155 New
IAA
1027
Ironsides Asset Advisors
North Carolina
$256K -$51K -440 -17%
AW
1028
Alpha Windward
Massachusetts
$256K -$14.5K -125 -5%
BMC
1029
Benin Management Corp
Connecticut
$256K – – –
NPC
1030
National Planning Corporation
California
$256K +$256K +2,229 New
AH
1031
Achievement Holdings
Illinois
$255K -$440K -3,800 -63%
DW
1032
Domani Wealth
Pennsylvania
$253K – – –
FBNAT
1033
FirstMerit Bank N.A. Trustee
Ohio
$251K – – –
WF
1034
Welch & Forbes
Massachusetts
$251K +$251K +2,167 New
SHWM
1035
Smith & Howard Wealth Management
Georgia
$250K -$194K -1,675 -44%
DMC
1036
Drexel Morgan & Co
Pennsylvania
$250K -$43.5K -375 -15%
ICOA
1037
Investment Centers of America
North Dakota
$250K +$22.6K +194 +10%
SCG
1038
Sonata Capital Group
Washington
$249K +$17.4K +150 +8%
JPTCCM
1039
J.P. Turner & Co Capital Management
Georgia
$244K -$20.8K -180 -8%
BONST
1040
Bank of Nova Scotia Trust
Ontario, Canada
$244K – – –
HH
1041
Hilltop Holdings
Texas
$241K -$31.9K -275 -12%
PI
1042
Pettee Investors
Connecticut
$241K +$241K +2,075 New
KCM
1043
Kanawha Capital Management
Virginia
$240K – – –
RCM
1044
Rotella Capital Management
Washington
$239K +$239K +2,060 New
FAM
1045
Formidable Asset Management
Ohio
$234K – – –
MMA
1046
Miracle Mile Advisors
California
$233K -$83.8K -722 -26%
CCM
1047
Catawba Capital Management
Virginia
$233K -$9.88K -85 -4%
GSBTD
1048
Glenview State Bank Trust Department
Illinois
$232K -$304K -2,624 -57%
ST
1049
Sentinel Trust
Texas
$230K -$4.64K -40 -2%
VST
1050
Van Strum & Towne
California
$230K – – –
40 41
42
43 44