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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 %
BAM
1101
Bruderman Asset Management
New York
$66K +$66K +557 New
PCM
1102
Parsons Capital Management
Rhode Island
$62K +$62K +525 New
FWM
1103
Focused Wealth Management
New York
$60K – – –
MWAN
1104
Mariner Wealth Advisors (NYC)
Kansas
$60K +$60K +508 New
WP
1105
WealthPLAN Partners
Nebraska
$60K +$60K +515 New
PFSC
1106
Peoples Financial Services Corp
Pennsylvania
$59K – – –
BL
1107
Balentine LLC
Georgia
$59K +$59K +501 New
GI
1108
Gradient Investments
Minnesota
$58K -$834 -7 -1%
GWA
1109
Genesis Wealth Advisors
Massachusetts
$57K – – –
TRCT
1110
Tower Research Capital (TRC)
New York
$57K -$53.9K -455 -49%
QAM
1111
QCI Asset Management
New York
$50K – – –
ASN
1112
Advisory Services Network
Georgia
$50K +$21.5K +183 +75%
NSIM
1113
North Star Investment Management
Illinois
$46K – – –
CHP
1114
Cable Hill Partners
Oregon
$45K +$7.36K +62 +20%
FMP
1115
Financial Management Professionals
Texas
$42K – – –
AWM
1116
AllSquare Wealth Management
New York
$42K – – –
H
1117
Hexavest
Quebec, Canada
$42K +$42K +352 New
TFO
1118
Tarbox Family Office
California
$41K – – –
CFN
1119
Cordasco Financial Network
Florida
$40K – – –
WCM
1120
Wealthcare Capital Management
Virginia
$40K +$40K +334 New
PIM
1121
Parasol Investment Management
Illinois
$38K -$12K -100 -24%
NC
1122
NewSquare Capital
Pennsylvania
$38K – – –
TCM
1123
Tradewinds Capital Management
Washington
$36K +$7.75K +65 +27%
CHC
1124
City Holding Co
West Virginia
$35K – – –
WA
1125
Winfield Associates
Ohio
$35K – – –
43 44
45
46 47