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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 %
HIM
1051
Hutchens Investment Management
New Hampshire
$38K 379 +379 New
FMP
1052
Financial Management Professionals
Texas
$36K 356 – –
BOK
1053
Bank of Kentucky
Kentucky
$36K 357 – –
AWM
1054
AllSquare Wealth Management
New York
$36K 356 +356 New
TFO
1055
Tarbox Family Office
California
$35K 344 – –
CFN
1056
Cordasco Financial Network
Florida
$34K 340 +340 New
NC
1057
NewSquare Capital
Pennsylvania
$32K 321 – –
CHP
1058
Cable Hill Partners
Oregon
$32K 317 +317 New
WA
1059
Winfield Associates
Ohio
$30K 300 – –
CCS
1060
Crosspoint Capital Strategies
California
$30K 300 – –
CHC
1061
City Holding Co
West Virginia
$30K 300 +63 +27%
GXMC
1062
Global X Management Company
New York
$29K 287 +54 +23%
RMAM
1063
Raab & Moskowitz Asset Management
New Jersey
$27K 270 +270 New
FBT
1064
Founders Bank & Trust
Michigan
$26K 253 – –
ASN
1065
Advisory Services Network
Georgia
$26K 243 +243 New
ST
1066
Smithfield Trust
Pennsylvania
$25K 250 – –
TCM
1067
Tradewinds Capital Management
Washington
$24K 237 -174 -42%
PO
1068
Private Ocean
California
$24K 234 +234 New
FSA
1069
Franklin Street Advisors
North Carolina
$24K 237 +237 New
FANJ
1070
Financial Architects (New Jersey)
New Jersey
$23K 228 +67 +42%
ARMC
1071
American Research & Management Company
Massachusetts
$20K 200 – –
FNBSF
1072
First National Bank Sioux Falls
South Dakota
$20K 200 – –
1832 Asset Management
1073
1832 Asset Management
Ontario, Canada
$20K 200 +200 New
AC
1074
Alexandria Capital
Virginia
$19K 192 – –
PVH
1075
Psagot Value Holdings
Israel
$18K 179 -300 -63%
41 42
43
44 45