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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 %
BPM
1101
Bowling Portfolio Management
Ohio
$3.27K 32,318 +32,318 New
CWM
1102
Catamount Wealth Management
Connecticut
$3K 25 +25 New
BRWA
1103
B. Riley Wealth Advisors
Florida
$2.79K 6,779 +2,180 +47%
WA
1104
WealthTrust-Arizona
Arizona
$2K 23 -92 -80%
SA
1105
SRH Advisors
Kansas
$2K 18 – –
CPIG
1106
Chicago Partners Investment Group
Illinois
$2K 15 +15 New
IF
1107
Ironwood Financial
Arizona
$1K 6 +6 New
NG
1108
NatWest Group
United Kingdom
$397 3,926 -3,606 -48%
ECP
1109
Empyrean Capital Partners
California
– – -1,364,000 Closed
SIM
1110
Stelliam Investment Management
New York
– – -587,500 Closed
RIM
1111
RS Investment Management
California
– – -239,400 Closed
QI
1112
Qualcomm Inc
California
– – -159,200 Closed
DCM
1113
Decade Capital Management
New York
– – -121,749 Closed
EAM
1114
EverPoint Asset Management
Connecticut
– – -95,000 Closed
TCM
1115
Tekla Capital Management
Massachusetts
– – -83,186 Closed
MCMT
1116
Moon Capital Management (Tennessee)
Tennessee
– – -37,411 Closed
WCP
1117
Welch Capital Partners
New York
– – -31,426 Closed
PP
1118
PDT Partners
New York
– – -28,034 Closed
LBG
1119
Lloyds Banking Group
United Kingdom
– – -20,863 Closed
AF
1120
Ally Financial
Michigan
– – -20,000 Closed
PAAMCP
1121
Pacific Alternative Asset Management Company (PAAMCO)
California
– – -19,959 Closed
MF
1122
Magnetar Financial
Illinois
– – -16,658 Closed
PG
1123
PEAK6 Group
Illinois
– – -15,714 Closed
BMCMI
1124
Bryn Mawr Capital Management Inc
Pennsylvania
– – -14,400 Closed
OA
1125
Omega Advisors
New York
– – -11,400 Closed
43 44
45
46 47