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UnitedHealth
UNH

Overview Fund Activity

1,198 hedge funds and large institutions have $101B invested in UnitedHealth in 2015 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 449 increasing their positions, 473 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+37
Holders Change %
+3.19%
% of All Funds
32.31%
Holding in Top 10
101
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.94%
% of All Funds
2.72%
New
108
Increased
449
Reduced
473
Closed
57
Calls
$596M
Puts
$701M
Net Calls
-$105M
Net Calls Change
-$71.3M

Top Buyers

1
PP
Prudential plc
United Kingdom
$514M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.12B
3
AQR Capital Management
AQR Capital Management
Connecticut
$489M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$767M
5
BA
BlackRock Advisors
Delaware
$1.22B

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
$797M
2
State Street
State Street
Massachusetts
$5.2B
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.06B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.35B
5
LP
Longview Partners
Guernsey
$796M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
1126
Bruderman Asset Management
New York
$68K – – –
Fiera Capital (Canada)
1127
Fiera Capital (Canada)
Quebec, Canada
$67.2K +$6.12K +50,139 +10%
TC
1128
Trust Company
Kansas
$67K +$61.3K +501 +1,066%
GWA
1129
Genesis Wealth Advisors
Massachusetts
$63.6K +$4.4K +36 +7%
IPC
1130
Independent Portfolio Consultants
Florida
$62K -$42.2K -347 -40%
FWM
1131
Focused Wealth Management
New York
$62K – – –
PFSC
1132
Peoples Financial Services Corp
Pennsylvania
$61K – – –
BL
1133
Balentine LLC
Georgia
$61K – – –
GI
1134
Gradient Investments
Minnesota
$60K +$850 +7 +1%
NC
1135
NewSquare Capital
Pennsylvania
$53K +$14K +115 +36%
QAM
1136
QCI Asset Management
New York
$52K – – –
CHP
1137
Cable Hill Partners
Oregon
$50K +$2.39K +19 +5%
NSIM
1138
North Star Investment Management
Illinois
$48K – – –
AIM
1139
Arcadia Investment Management
Michigan
$45K +$45K +370 New
TCM
1140
Tradewinds Capital Management
Washington
$44K +$7.29K +60 +20%
GXMC
1141
Global X Management Company
New York
$44K +$18.2K +150 +70%
AWM
1142
AllSquare Wealth Management
New York
$43K – – –
H
1143
Hexavest
Quebec, Canada
$43K – – –
FMP
1144
Financial Management Professionals
Texas
$43K – – –
TFO
1145
Tarbox Family Office
California
$42K – – –
CFN
1146
Cordasco Financial Network
Florida
$41K – – –
CHC
1147
City Holding Co
West Virginia
$37K – – –
WA
1148
Winfield Associates
Ohio
$37K – – –
CF
1149
CenterStar Fund
Illinois
$36K – – –
CBT
1150
Central Bank & Trust
Kentucky
$36K +$27.1K +219 +304%
44 45
46
47 48