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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 %
TWA
1076
TCI Wealth Advisors
Arizona
$18K 179 – –
LWA
1077
Lenox Wealth Advisors
New York
$17K 170 -108 -39%
IC
1078
Intersect Capital
California
$17K 164 +164 New
IP
1079
Isthmus Partners
Wisconsin
$17K 165 +165 New
LS
1080
Lupo Securities
Illinois
$16.3K 161 +161 New
LWCFA
1081
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K 161 – –
MAS
1082
Madden Advisory Services
Florida
$13K 126 -95 -43%
AP
1083
Atwood & Palmer
Missouri
$13K 125 – –
VNB
1084
Valley National Bancorp
New York
$13K 124 +124 New
M
1085
MOTCO
Texas
$11K 107 – –
MA
1086
MCF Advisors
Kentucky
$10K 100 – –
RAM
1087
Riggs Asset Management
Pennsylvania
$10K 100 – –
AAC
1088
Asset Advisors Corp
Georgia
$10K 100 +100 New
VNA
1089
Valley National Advisers
Pennsylvania
$10K 134 +134 New
PIA
1090
Peachtree Investment Advisors
Georgia
$9K 88 -92 -51%
CIM
1091
Contravisory Investment Management
Massachusetts
$8K 80 – –
SIA
1092
Stancorp Investment Advisers
Oregon
$8K 75 +75 New
IRS
1093
Invictus RG (Singapore)
Singapore
$8K 83 +83 New
SMG
1094
Spectrum Management Group
Indiana
$6K 60 – –
CPA
1095
Cowen Prime Advisors
New York
$5K 52 – –
CP
1096
Corbenic Partners
Pennsylvania
$5K 45 +45 New
UFA
1097
US Financial Advisors
Massachusetts
$5K 45 +45 New
LWA
1098
Lowe Wealth Advisors
Maryland
$5K 50 +50 New
ST
1099
Spot Trading
Illinois
$4K 43 -69,926 -100%
FPFS
1100
First Personal Financial Services
North Carolina
$4K 42 +42 New
42 43
44
45 46