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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 %
ST
1126
Smithfield Trust
Pennsylvania
$30K – – –
MUS
1127
Mitsubishi UFJ Securities
Japan
$28K +$28K +240 New
GXMC
1128
Global X Management Company
New York
$25K -$8.69K -74 -26%
FNBSF
1129
First National Bank Sioux Falls
South Dakota
$24K – – –
ARMC
1130
American Research & Management Company
Massachusetts
$24K – – –
AC
1131
Alexandria Capital
Virginia
$21K -$1.78K -15 -8%
TWA
1132
TCI Wealth Advisors
Arizona
$21K – – –
LWA
1133
Lenox Wealth Advisors
New York
$20K – – –
IP
1134
Isthmus Partners
Wisconsin
$20K – – –
LWCFA
1135
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K – – –
UB
1136
UMB Bank
Missouri
$18K +$448 +3,789 +3%
BOK
1137
Bank of Kentucky
Kentucky
$18K -$23.2K -201 -56%
IC
1138
Intersect Capital
California
$18K – – –
VNA
1139
Valley National Advisers
Pennsylvania
$16K – – –
AP
1140
Atwood & Palmer
Missouri
$15K – – –
M
1141
MOTCO
Texas
$13K – – –
FSA
1142
Franklin Street Advisors
North Carolina
$12K -$16.4K -137 -58%
AAC
1143
Asset Advisors Corp
Georgia
$12K – – –
RAM
1144
Riggs Asset Management
Pennsylvania
$12K – – –
MA
1145
MCF Advisors
Kentucky
$12K – – –
RIA
1146
Regal Investment Advisors
Michigan
$12K +$12K +101 New
CIM
1147
Contravisory Investment Management
Massachusetts
$9K – – –
SIA
1148
Stancorp Investment Advisers
Oregon
$9K – – –
CBT
1149
Central Bank & Trust
Kentucky
$9K +$9K +72 New
AT
1150
Arden Trust
Delaware
$8.01K +$1.95K +16,448 +32%
44 45
46
47 48