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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 %
IWM
1101
Integrated Wealth Management
California
$131K – – –
S
1102
SignatureFD
Georgia
$129K +$21.6K +186 +20%
SSG
1103
Summit Securities Group
New York
$128K -$140K -1,205 -52%
MCM
1104
MV Capital Management
Maryland
$126K -$1.62K -14 -1%
KF
1105
Krilogy Financial
Missouri
$126K +$126K +1,085 New
IRS
1106
Invictus RG (Singapore)
Singapore
$124K -$79.7K -685 -39%
MA
1107
MCF Advisors
Kentucky
$121K +$109K +945 +945%
Nuveen Asset Management
1108
Nuveen Asset Management
Illinois
$118K +$17.7K +152,585 +18%
AAM
1109
American Asset Management
Florida
$116K +$116K +1,000 New
CAW
1110
Cornerstone Advisors (Washington)
Washington
$115K +$16.8K +144 +17%
FMT
1111
First Mercantile Trust
Tennessee
$113K – – –
ASN
1112
Advisory Services Network
Georgia
$113K +$12.5K +108 +12%
TDC
1113
Thompson Davis & Co
Virginia
$112K -$290K -2,507 -72%
VIA
1114
Vident Investment Advisory
Georgia
$111K -$657K -5,656 -86%
NSIM
1115
North Star Investment Management
Illinois
$105K +$59.4K +510 +130%
AF
1116
Allworth Financial
California
$102K +$348 +3 +0.3%
ATC
1117
Adirondack Trust Company
New York
$100K +$4.05K +35 +4%
IMS
1118
Index Management Solutions
Pennsylvania
$97K -$4.54K -39 -4%
ACS
1119
Archford Capital Strategies
Illinois
$93K – – –
GAM
1120
Gemmer Asset Management
California
$93K – – –
ZB
1121
Zions Bancorporation
Utah
$90K +$90K +784 New
GWS
1122
Glassman Wealth Services
Virginia
$88K – – –
HCC
1123
Hirtle Callaghan & Co
Pennsylvania
$87K – – –
NCMG
1124
NCM Capital Management Group
North Carolina
$87K +$87K +750 New
SFPIA
1125
Stevens First Principles Investment Advisors
California
$81K +$81K +700 New
43 44
45
46 47