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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 %
PA
1076
Perceptive Advisors
New York
$206K +$206K +1,685 New
FG
1077
Fiduciary Group
Georgia
$206K +$206K +1,687 New
TIM
1078
Thompson Investment Management
Wisconsin
$206K +$206K +1,690 New
VAM
1079
Visionary Asset Management
Texas
$203K -$18.5K -152 -8%
AT
1080
Acadia Trust
Maine
$203K +$203K +1,663 New
BIA
1081
Barry Investment Advisors
Massachusetts
$200K +$200K +1,641 New
SNT
1082
Security National Trust
West Virginia
$186K +$13.7K +112 +8%
PMFA
1083
Plante Moran Financial Advisors
Michigan
$184K +$28K +230 +18%
RA
1084
Rational Advisors
New York
$183K -$12.2K -100 -6%
NYLT
1085
New York Life Trust
New York
$183K -$9K -74 -5%
PG
1086
Patten Group
Tennessee
$183K +$183K +1,500 New
KCM
1087
Karp Capital Management
California
$180K – – –
HA
1088
Harfst & Associates
Wyoming
$180K +$180K +1,476 New
LWM
1089
LBA Wealth Management
Florida
$178K -$6.12K -50 -3%
MBT
1090
Monroe Bank & Trust
Michigan
$172K -$61.2K -500 -26%
CFA
1091
Carroll Financial Associates
North Carolina
$169K +$70.4K +579 +71%
DBT
1092
Dubuque Bank & Trust
Iowa
$161K – – –
VFA
1093
Virtus Fund Advisers
Connecticut
$153K +$65.4K +535 +75%
SC
1094
SRB Corp
Massachusetts
$150K -$28.3K -232 -16%
AWM
1095
Avior Wealth Management
Nebraska
$149K – – –
JWM
1096
Jacobus Wealth Management
Wisconsin
$149K +$149K +1,219 New
CAL
1097
Capital Analysts LLC
Pennsylvania
$149K -$18.6K -152 -11%
NEAM
1098
New England Asset Management
Connecticut
$146K – – –
IWM
1099
Integrated Wealth Management
California
$138K +$34.4K +282 +33%
FA
1100
FMA Advisory
Pennsylvania
$138K +$138K +1,133 New
42 43
44
45 46