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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 %
Nuveen Asset Management
1126
Nuveen Asset Management
Illinois
$103K -$16.5K -140,513 -14%
CAW
1127
Cornerstone Advisors (Washington)
Washington
$103K -$12.8K -109 -11%
BFEC
1128
Benjamin F. Edwards & Company
Missouri
$97K -$129K -1,098 -57%
ACS
1129
Archford Capital Strategies
Illinois
$95K – – –
SI
1130
Sentry Investments
Ontario, Canada
$90.3K +$46K +391,000 +104%
ASN
1131
Advisory Services Network
Georgia
$90K -$24.3K -208 -21%
GWS
1132
Glassman Wealth Services
Virginia
$89K – – –
TDC
1133
Thompson Davis & Co
Virginia
$85K -$29.1K -247 -25%
ZB
1134
Zions Bancorporation
Utah
$84K -$3.57K -32 -4%
NYLT
1135
New York Life Trust
New York
$82K -$124K -1,058 -60%
LNB
1136
Ledyard National Bank
$80K +$2.95K +25 +4%
ST
1137
Smithfield Trust
Pennsylvania
$76K – – –
SHJ
1138
Sharkey, Howes & Javer
Colorado
$75K – – –
HR
1139
Howe & Rusling
New York
$74K -$200K -1,700 -73%
RFWA
1140
RPg Family Wealth Advisory
Massachusetts
$73.5K +$73.5K +625 New
CFG
1141
CKW Financial Group
Hawaii
$71K – – –
CA
1142
CapWealth Advisors
Tennessee
$71K – – –
FWM
1143
Focused Wealth Management
New York
$66K +$6.54K +56 +11%
PFBT
1144
Parkside Financial Bank & Trust
Missouri
$66K +$11K +93 +20%
QAM
1145
QCI Asset Management
New York
$61K +$2.94K +25 +5%
NSIM
1146
North Star Investment Management
Illinois
$60K -$46K -391 -43%
CPA
1147
Cowen Prime Advisors
New York
$59K – – –
PFSC
1148
Peoples Financial Services Corp
Pennsylvania
$59K – – –
BAM
1149
Bruderman Asset Management
New York
$55K -$10.2K -87 -16%
GI
1150
Gradient Investments
Minnesota
$55K -$118 -1 -0.2%
44 45
46
47 48