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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 %
LNB
1126
Ledyard National Bank
$76K – – –
SHJ
1127
Sharkey, Howes & Javer
Colorado
$76K – – –
ST
1128
Smithfield Trust
Pennsylvania
$75K +$46.2K +400 +160%
DLHL
1129
Donald L. Hagan LLC
Florida
$74K +$74K +636 New
CFG
1130
CKW Financial Group
Hawaii
$70K -$23.3K -200 -25%
CA
1131
CapWealth Advisors
Tennessee
$70K – – –
PFO
1132
Pathstone Family Office
New Jersey
$68K +$68K +583 New
BAM
1133
Bruderman Asset Management
New York
$65K +$116 +1 +0.2%
TC
1134
Trust Company
Kansas
$65K +$935 +8 +1%
TSU
1135
TD Securities (USA)
New York
$63K -$44.5M -384,972 -100%
FWM
1136
Focused Wealth Management
New York
$59K – – –
PFSC
1137
Peoples Financial Services Corp
Pennsylvania
$58K – – –
CPA
1138
Cowen Prime Advisors
New York
$58K +$57.8K +500 +25,000%
QAM
1139
QCI Asset Management
New York
$57K +$7.86K +68 +16%
PFBT
1140
Parkside Financial Bank & Trust
Missouri
$54K -$409K -3,515 -88%
GI
1141
Gradient Investments
Minnesota
$54K -$2.88K -25 -5%
IPC
1142
Independent Portfolio Consultants
Florida
$53K -$6.41K -55 -11%
NC
1143
NewSquare Capital
Pennsylvania
$51K – – –
TCM
1144
Tradewinds Capital Management
Washington
$51K +$8.75K +75 +21%
LFR
1145
Lehman Financial Resources
Pennsylvania
$46K -$34.5K -300 -43%
CHP
1146
Cable Hill Partners
Oregon
$46K -$1.06K -9 -2%
FNBSF
1147
First National Bank Sioux Falls
South Dakota
$46K +$23K +200 +100%
CHC
1148
City Holding Co
West Virginia
$44K +$9.08K +78 +26%
SI
1149
Sentry Investments
Ontario, Canada
$43.7K +$26.3K +227,100 +152%
AWM
1150
AllSquare Wealth Management
New York
$41K – – –
44 45
46
47 48