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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 %
SMG
1151
Spectrum Management Group
Indiana
$7K – – –
LWA
1152
Lowe Wealth Advisors
Maryland
$6K – – –
CPA
1153
Cowen Prime Advisors
New York
$6K – – –
TC
1154
Trust Company
Kansas
$6K +$6K +47 New
FPFS
1155
First Personal Financial Services
North Carolina
$5K – – –
UFA
1156
US Financial Advisors
Massachusetts
$5K – – –
CWM
1157
Catamount Wealth Management
Connecticut
$3K – – –
DW
1158
Domani Wealth
Pennsylvania
$2.18K +$2.18K +258 New
SA
1159
SRH Advisors
Kansas
$2K – – –
FNBOO
1160
First National Bank of Omaha
Nebraska
$1.06K -$59 -525 -5%
TFCM
1161
Taylor Frigon Capital Management
Arizona
$1K +$1K +35 New
ED
1162
Exane Derivatives
France
$355 -$15.3M -129,573 -100%
IC
1163
Institutional Capital
Illinois
– -$495M -4,900,289 Closed
WRF
1164
Waddell & Reed Financial
Kansas
– -$41.5M -410,900 Closed
HCM
1165
Highfields Capital Management
Massachusetts
– -$30.3M -299,946 Closed
Voloridge Investment Management
1166
Voloridge Investment Management
Florida
– -$13.3M -131,992 Closed
WA
1167
Whitebox Advisors
Minnesota
– -$13.1M -129,613 Closed
VFAM
1168
Valley Forge Asset Management
Pennsylvania
– -$11.5M -113,509 Closed
CIC
1169
Cornercap Investment Counsel
Georgia
– -$11.1M -109,765 Closed
STI
1170
Susquehanna Trust & Investment
Pennsylvania
– -$7.63M -75,506 Closed
PAM
1171
Paradigm Asset Management
New York
– -$5.99M -59,300 Closed
SC
1172
Sculptor Capital
New York
– -$5.29M -52,287 Closed
AI
1173
Analytic Investors
California
– -$3.65M -36,101 Closed
CCM
1174
Catapult Capital Management
New York
– -$2.7M -26,749 Closed
UAS
1175
United Asset Strategies
New York
– -$2.56M -25,272 Closed
45 46
47
48 49