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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 %
AW
1026
ACG Wealth
Georgia
$274K +$65.3K +555 +31%
FWM
1027
Frontier Wealth Management
Missouri
$273K -$72.5K -616 -21%
TCOT
1028
Trust Company of Toledo
Ohio
$273K -$56.2K -477 -17%
RMDI
1029
R.M. Davis Inc
Maine
$272K -$109K -923 -29%
WPP
1030
Whalerock Point Partners
Rhode Island
$271K -$4.69K -40 -2%
JFA
1031
JNBA Financial Advisors
Minnesota
$271K -$2.59K -22 -0.9%
BJL
1032
Brighton Jones LLC
Washington
$271K -$470 -4 -0.2%
OFS
1033
Orrstown Financial Services
Pennsylvania
$271K – – –
IIM
1034
Intact Investment Management
Quebec, Canada
$271K +$271K +2,300 New
AFP
1035
Ausdal Financial Partners
Iowa
$271K +$271K +2,304 New
CIC
1036
Carnegie Investment Counsel
Ohio
$270K +$21.7K +188 +9%
SIC
1037
Salem Investment Counselors
North Carolina
$268K -$5.18K -44 -2%
FHA
1038
First Horizon Advisors
Tennessee
$267K -$17.9K -153 -6%
WP
1039
WMS Partners
Maryland
$267K – – –
IAA
1040
Ironsides Asset Advisors
North Carolina
$263K +$2.59K +22 +1%
HH
1041
Hilltop Holdings
Texas
$263K +$19K +162 +8%
Verition Fund Management
1042
Verition Fund Management
Connecticut
$263K +$263K +2,234 New
MBT
1043
Montecito Bank & Trust
California
$262K -$23.1K -196 -8%
AI
1044
Accredited Investors
Minnesota
$261K – – –
SCM
1045
Stonebridge Capital Management
California
$261K – – –
BMC
1046
Benin Management Corp
Connecticut
$260K – – –
WF
1047
Welch & Forbes
Massachusetts
$259K +$3.65K +31 +1%
AW
1048
Alpha Windward
Massachusetts
$256K -$4K -34 -2%
CGL
1049
Clarius Group LLC
Washington
$255K +$255K +2,174 New
FBNAT
1050
FirstMerit Bank N.A. Trustee
Ohio
$254K – – –
40 41
42
43 44