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UnitedHealth
UNH

Overview Fund Activity

1,198 hedge funds and large institutions have $101B invested in UnitedHealth in 2015 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 449 increasing their positions, 473 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+37
Holders Change %
+3.19%
% of All Funds
32.31%
Holding in Top 10
101
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.94%
% of All Funds
2.72%
New
108
Increased
449
Reduced
473
Closed
57
Calls
$596M
Puts
$701M
Net Calls
-$105M
Net Calls Change
-$71.3M

Top Buyers

1
PP
Prudential plc
United Kingdom
$514M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.12B
3
AQR Capital Management
AQR Capital Management
Connecticut
$489M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$767M
5
BA
BlackRock Advisors
Delaware
$1.22B

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
$797M
2
State Street
State Street
Massachusetts
$5.2B
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.06B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.35B
5
LP
Longview Partners
Guernsey
$796M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
1051
LMCG Investments
Massachusetts
$239K – – –
TC
1052
TradeLink Capital
Illinois
$239K +$976 +8 +0.4%
ICOA
1053
Investment Centers of America
North Dakota
$237K -$224K -1,844 -49%
BO
1054
BRR OpCo
Ohio
$235K +$21.9K +180 +10%
DIP
1055
DT Investment Partners
Pennsylvania
$235K +$235K +1,925 New
PHAM
1056
Palisades Hudson Asset Management
Florida
$233K – – –
PCM
1057
Pointe Capital Management
Michigan
$233K +$14K +115 +6%
SRSA
1058
S.R. Schill & Associates
Washington
$233K +$233K +1,910 New
FI
1059
FCM Investments
Texas
$232K – – –
NEPWA
1060
New England Private Wealth Advisors
Massachusetts
$232K +$232K +1,900 New
LW
1061
Linscomb Wealth
Texas
$231K -$6.11K -50 -3%
SAM
1062
SignalPoint Asset Management
Missouri
$231K – – –
BC
1063
Banced Corp
Illinois
$230K -$3.41K -28 -1%
CC
1064
Courier Capital
New York
$230K – – –
FCE
1065
Fiera Capital (Europe)
Cayman Islands
$228K +$228K +1,864 New
EFSCE
1066
Enterprise Financial Services Corp (EFSC)
Missouri
$226K -$14K -115 -6%
CIA
1067
Choate Investment Advisors
Massachusetts
$224K – – –
BFEC
1068
Benjamin F. Edwards & Company
Missouri
$223K -$7.21K -59 -3%
WFG
1069
Windsor Financial Group
Minnesota
$219K – – –
KT
1070
Kanaly Trust
Texas
$217K -$95.3K -783 -31%
CRC
1071
Curi RMB Capital
Illinois
$215K +$1.96K +16 +0.9%
IRS
1072
Invictus RG (Singapore)
Singapore
$214K -$34.7K -284 -14%
FWM
1073
Frontier Wealth Management
Missouri
$214K -$13.3K -109 -6%
MC
1074
Middleton & Co
Massachusetts
$214K – – –
FIMG
1075
Financial & Investment Management Group
Michigan
$210K -$488 -4 -0.2%
41 42
43
44 45