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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 %
SHWM
1051
Smith & Howard Wealth Management
Georgia
$254K – – –
DMC
1052
Drexel Morgan & Co
Pennsylvania
$253K – – –
SCG
1053
Sonata Capital Group
Washington
$253K – – –
CBT
1054
Central Bank & Trust
Kentucky
$253K +$77.6K +659 +44%
CRC
1055
Curi RMB Capital
Illinois
$251K +$38.6K +329 +18%
BONST
1056
Bank of Nova Scotia Trust
Ontario, Canada
$247K – – –
PI
1057
Pettee Investors
Connecticut
$244K – – –
KCM
1058
Kanawha Capital Management
Virginia
$244K – – –
PAS
1059
Park Avenue Securities
New York
$243K +$243K +2,062 New
PMFA
1060
Plante Moran Financial Advisors
Michigan
$242K +$42.8K +364 +21%
HIIFS
1061
Harel Insurance Investments & Financial Services
Israel
$241K +$241K +2,050 New
LCP
1062
Legacy Capital Partners
Wisconsin
$239K +$15.3K +130 +7%
CCM
1063
Catawba Capital Management
Virginia
$236K – – –
GSBTD
1064
Glenview State Bank Trust Department
Illinois
$235K – – –
FAM
1065
Formidable Asset Management
Ohio
$233K – – –
JGIA
1066
Jackson Grant Investment Advisers
Connecticut
$232K +$232K +1,972 New
MWM
1067
Mission Wealth Management
California
$231K +$4.6K +39 +2%
CC
1068
Courier Capital
New York
$230K +$17.7K +151 +8%
AF
1069
Aldebaran Financial
$230K +$230K +1,965 New
PHAM
1070
Palisades Hudson Asset Management
Florida
$225K – – –
AT
1071
Acadia Trust
Maine
$225K +$17.6K +150 +9%
KC
1072
Kingfisher Capital
North Carolina
$224K -$1.41M -11,993 -86%
FI
1073
FCM Investments
Texas
$224K – – –
SEC
1074
Seven Eight Capital
New York
$224K +$224K +1,900 New
BO
1075
BRR OpCo
Ohio
$221K -$3.65K -31 -2%
41 42
43
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