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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 %
ZCA
1051
Zeke Capital Advisors
Pennsylvania
$212K +$212K +1,792 New
UF
1052
Univest Financial
Pennsylvania
$212K +$212K +1,794 New
PCM
1053
Pointe Capital Management
Michigan
$212K +$212K +1,795 New
ID
1054
Integral Derivatives
New York
$210K +$210K +1,777 New
WT
1055
Washington Trust
Rhode Island
$208K -$31.8K -269 -13%
MC
1056
Middleton & Co
Massachusetts
$207K -$594K -5,025 -74%
BO
1057
BRR OpCo
Ohio
$207K +$207K +1,750 New
CRC
1058
Curi RMB Capital
Illinois
$206K +$206K +1,743 New
ACM
1059
Alpha Capital Management
Texas
$205K – – –
TDC
1060
Thompson Davis & Co
Virginia
$204K +$123K +1,044 +153%
FIMG
1061
Financial & Investment Management Group
Michigan
$204K +$204K +1,725 New
SC
1062
SouthState Corp
Florida
$201K +$201K +1,694 New
RA
1063
Rational Advisors
New York
$189K -$66.6K -562 -26%
NYLT
1064
New York Life Trust
New York
$187K +$94.4K +797 +102%
LWM
1065
LBA Wealth Management
Florida
$178K -$32.5K -275 -15%
NYLIM
1066
New York Life Investment Management
New York
$177K -$35.4K -300 -17%
KCM
1067
Karp Capital Management
California
$174K -$11.8K -100 -6%
SC
1068
SRB Corp
Massachusetts
$173K -$8.3K -70 -5%
SNT
1069
Security National Trust
West Virginia
$166K +$62.8K +532 +61%
CAL
1070
Capital Analysts LLC
Pennsylvania
$162K -$3.19K -27 -2%
DBT
1071
Dubuque Bank & Trust
Iowa
$156K – – –
PMFA
1072
Plante Moran Financial Advisors
Michigan
$152K – – –
AWM
1073
Avior Wealth Management
Nebraska
$145K +$17.7K +150 +14%
NEAM
1074
New England Asset Management
Connecticut
$142K +$142K +1,200 New
HCP
1075
Holt Capital Partners
Texas
$133K – – –
41 42
43
44 45