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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
$2.5B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$6.33B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.43B
4
MC
Maverick Capital
Texas
$162M
5
Dodge & Cox
Dodge & Cox
California
$1.63B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$242M
2
DSA
Davis Selected Advisers
Arizona
$470M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$6.54B
4
BA
BlackRock Advisors
Delaware
$1.04B
5
PHS
PFM Health Sciences
California
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
1101
Versant Capital Management
Arizona
$163K +$163K +1,394 New
SC
1102
SRB Corp
Massachusetts
$156K – – –
Manulife (Manufacturers Life Insurance)
1103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$154K +$16.7K +142,248 +12%
AIM
1104
ARGA Investment Management
Connecticut
$153K +$153K +1,300 New
CG
1105
Cutler Group
California
$151K +$151K +1,287 New
VFA
1106
Virtus Fund Advisers
Connecticut
$147K – – –
BL
1107
Balentine LLC
Georgia
$145K – – –
JWM
1108
Jacobus Wealth Management
Wisconsin
$143K – – –
IWM
1109
Integrated Wealth Management
California
$143K +$9.78K +83 +7%
NFG
1110
Next Financial Group
Texas
$141K -$164K -1,397 -54%
LWM
1111
LBA Wealth Management
Florida
$141K -$8.85K -75 -6%
NEAM
1112
New England Asset Management
Connecticut
$141K – – –
NCMG
1113
NCM Capital Management Group
North Carolina
$141K +$52.9K +450 +60%
TWA
1114
TCI Wealth Advisors
Arizona
$137K +$107K +911 +354%
CAL
1115
Capital Analysts LLC
Pennsylvania
$137K – – –
MBT
1116
Monroe Bank & Trust
Michigan
$134K – – –
MCM
1117
MV Capital Management
Maryland
$128K – – –
KF
1118
Krilogy Financial
Missouri
$128K – – –
RWA
1119
Ropes Wealth Advisors
Massachusetts
$128K +$116K +988 +959%
KKAMG
1120
Kernodle & Katon Asset Management Group
Arkansas
$127K +$127K +1,076 New
AIA
1121
Allegis Investment Advisors
Idaho
$119K +$119K +1,014 New
MPWT
1122
MassMutual Private Wealth & Trust
Connecticut
$115K +$86K +731 +295%
AF
1123
Allworth Financial
California
$105K +$1.41K +12 +1%
ATC
1124
Adirondack Trust Company
New York
$104K +$4.04K +35 +4%
WP
1125
WealthPLAN Partners
Nebraska
$104K +$104K +2,178 New
43 44
45
46 47