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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
$6.03B
2
Bank of America
Bank of America
North Carolina
$812M
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.43B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.21B
5
Citadel Advisors
Citadel Advisors
Florida
$200M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$1.48B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.25B
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
4
ClearBridge Investments
ClearBridge Investments
New York
$3.16B
5
DSA
Davis Selected Advisers
Arizona
$660M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
1051
HighVista Strategies
Massachusetts
$228K +$228K +1,965 New
LI
1052
LMCG Investments
Massachusetts
$227K – – –
FCH
1053
Freestone Capital Holdings
Washington
$225K +$225K +1,939 New
BFEC
1054
Benjamin F. Edwards & Company
Missouri
$223K +$11.4K +98 +5%
MWM
1055
Mission Wealth Management
California
$223K +$223K +1,921 New
BO
1056
BRR OpCo
Ohio
$222K -$2.33K -20 -1%
PHAM
1057
Palisades Hudson Asset Management
Florida
$222K – – –
LCP
1058
Legacy Capital Partners
Wisconsin
$221K +$221K +1,900 New
FI
1059
FCM Investments
Texas
$220K – – –
NEPWA
1060
New England Private Wealth Advisors
Massachusetts
$220K – – –
LW
1061
Linscomb Wealth
Texas
$219K +$116 +1 +0.1%
SAM
1062
SignalPoint Asset Management
Missouri
$216K -$10.5K -91 -5%
FCE
1063
Fiera Capital (Europe)
Cayman Islands
$216K – – –
PSI
1064
Pinnacle Summer Investments
Virginia
$216K +$86.9K +749 +67%
AIM
1065
Aspen Investment Management
Michigan
$215K -$24.4K -210 -10%
CIA
1066
Choate Investment Advisors
Massachusetts
$215K +$2.2K +19 +1%
HIMC
1067
Heritage Investors Management Corp
Maryland
$211K +$211K +1,823 New
GCP
1068
GSA Capital Partners
United Kingdom
$210K -$982K -8,444 -82%
CC
1069
Courier Capital
New York
$210K -$9.18K -79 -4%
CRC
1070
Curi RMB Capital
Illinois
$210K +$6.14K +53 +3%
CFA
1071
Cahill Financial Advisors
Minnesota
$209K -$36.5K -313 -15%
WFG
1072
Windsor Financial Group
Minnesota
$209K – – –
KCM
1073
Karp Capital Management
California
$209K +$37.7K +325 +22%
AW
1074
ACG Wealth
Georgia
$206K -$220K -1,895 -52%
KT
1075
Kanaly Trust
Texas
$206K -$231 -2 -0.1%
41 42
43
44 45