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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 %
MCM
1076
MV Capital Management
Maryland
$129K -$5.33K -45 -4%
Manulife (Manufacturers Life Insurance)
1077
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116K -$9.94K -83,990 -8%
FMT
1078
First Mercantile Trust
Tennessee
$112K -$26.6K -226 -19%
CAW
1079
Cornerstone Advisors (Washington)
Washington
$103K +$23.8K +201 +30%
AF
1080
Allworth Financial
California
$103K +$103K +872 New
IPC
1081
Independent Portfolio Consultants
Florida
$101K -$129K -1,098 -56%
S
1082
SignatureFD
Georgia
$100K +$5.56K +47 +6%
IWM
1083
Integrated Wealth Management
California
$100K +$100K +849 New
CFA
1084
Carroll Financial Associates
North Carolina
$96K – – –
ZB
1085
Zions Bancorporation
Utah
$95K +$95K +803 New
ACS
1086
Archford Capital Strategies
Illinois
$94.6K – – –
CFG
1087
CKW Financial Group
Hawaii
$94K – – –
GAM
1088
Gemmer Asset Management
California
$94K – – –
ATC
1089
Adirondack Trust Company
New York
$94K +$26.4K +225 +39%
MPWT
1090
MassMutual Private Wealth & Trust
Connecticut
$86.2K -$17.7K -150 -17%
VFA
1091
Virtus Fund Advisers
Connecticut
$85K -$133K -1,123 -61%
BRWM
1092
B. Riley Wealth Management
Tennessee
$82K +$26K +221 +47%
FANJ
1093
Financial Architects (New Jersey)
New Jersey
$82K +$55K +465 +204%
TNB
1094
Thomasville National Bank
Georgia
$82K +$82K +696 New
LNB
1095
Ledyard National Bank
$77K – – –
SHJ
1096
Sharkey, Howes & Javer
Colorado
$76K +$76K +641 New
IMS
1097
Index Management Solutions
Pennsylvania
$75K +$27K +229 +56%
LFR
1098
Lehman Financial Resources
Pennsylvania
$71K +$23.7K +200 +50%
PFO
1099
Pathstone Family Office
New Jersey
$69K +$69K +583 New
HCM
1100
Horrell Capital Management
Arkansas
$68K – – –
42 43
44
45 46