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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 %
SAM
1076
SignalPoint Asset Management
Missouri
$220K +$588 +5 +0.3%
EFSCE
1077
Enterprise Financial Services Corp (EFSC)
Missouri
$220K +$38.2K +325 +21%
GT
1078
Greenleaf Trust
Michigan
$220K +$220K +1,871 New
AIM
1079
Aspen Investment Management
Michigan
$218K – – –
SCA
1080
Stonebridge Capital Advisors
Minnesota
$215K +$5.89K +50 +3%
LW
1081
Linscomb Wealth
Texas
$214K -$8.23K -70 -4%
CFA
1082
Cahill Financial Advisors
Minnesota
$212K +$707 +6 +0.3%
MCM
1083
McRae Capital Management
New Jersey
$212K +$212K +1,800 New
LNC
1084
Lincoln National Corp
Pennsylvania
$212K +$212K +1,928 New
AAM
1085
Aureus Asset Management
Massachusetts
$211K +$211K +1,798 New
ST
1086
Sentinel Trust
Texas
$209K -$24.2K -206 -10%
KT
1087
Kanaly Trust
Texas
$208K -$1.89K -16 -0.9%
DBT
1088
Dubuque Bank & Trust
Iowa
$206K +$44.2K +375 +27%
BA
1089
Bristlecone Advisors
Washington
$204K +$204K +1,730 New
FTC
1090
Farmers Trust Company
Ohio
$204K +$204K +1,733 New
TIM
1091
Thompson Investment Management
Wisconsin
$202K +$202K +1,717 New
FIMG
1092
Financial & Investment Management Group
Michigan
$202K +$202K +1,721 New
HCC
1093
Hirtle Callaghan & Co
Pennsylvania
$198K +$110K +931 +124%
WG
1094
Welch Group
Alabama
$197K – – –
PA
1095
Perceptive Advisors
New York
$193K +$193K +1,640 New
CFA
1096
Carroll Financial Associates
North Carolina
$191K +$35.1K +300 +23%
SNT
1097
Security National Trust
West Virginia
$179K – – –
S
1098
SignatureFD
Georgia
$179K +$48.8K +416 +38%
PG
1099
Patten Group
Tennessee
$176K – – –
ACM
1100
Armbruster Capital Management
New York
$165K +$165K +1,400 New
42 43
44
45 46