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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 %
SCA
1076
Stonebridge Capital Advisors
Minnesota
$206K +$206K +1,775 New
CT
1077
Cambridge Trust
Massachusetts
$206K +$206K +1,775 New
AT
1078
Acadia Trust
Maine
$205K +$11.6K +100 +6%
HA
1079
Harfst & Associates
Wyoming
$205K +$33.9K +292 +20%
NYLT
1080
New York Life Trust
New York
$204K +$29.5K +254 +17%
PMFA
1081
Plante Moran Financial Advisors
Michigan
$197K +$21.3K +183 +12%
WG
1082
Welch Group
Alabama
$194K +$194K +1,674 New
CSS
1083
Cubist Systematic Strategies
Connecticut
$180K -$783K -6,755 -81%
EFSCE
1084
Enterprise Financial Services Corp (EFSC)
Missouri
$180K -$35.2K -303 -16%
SNT
1085
Security National Trust
West Virginia
$176K – – –
PG
1086
Patten Group
Tennessee
$174K – – –
RA
1087
Rational Advisors
New York
$174K – – –
CBT
1088
Central Bank & Trust
Kentucky
$173K +$139K +1,198 +412%
DBT
1089
Dubuque Bank & Trust
Iowa
$159K +$6.25K +54 +4%
CFA
1090
Carroll Financial Associates
North Carolina
$157K -$6.84K -58 -4%
SC
1091
SRB Corp
Massachusetts
$154K +$11.6K +100 +8%
LWM
1092
LBA Wealth Management
Florida
$147K -$21.4K -185 -13%
VFA
1093
Virtus Fund Advisers
Connecticut
$145K – – –
BL
1094
Balentine LLC
Georgia
$143K +$84.7K +728 +145%
JWM
1095
Jacobus Wealth Management
Wisconsin
$141K – – –
NEAM
1096
New England Asset Management
Connecticut
$139K – – –
Manulife (Manufacturers Life Insurance)
1097
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135K +$23.7K +204,202 +21%
CAL
1098
Capital Analysts LLC
Pennsylvania
$135K -$6.61K -57 -5%
MBT
1099
Monroe Bank & Trust
Michigan
$132K -$31.4K -270 -19%
HCP
1100
Holt Capital Partners
Texas
$131K – – –
42 43
44
45 46