UNH icon

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 %
H
1151
Hexavest
Quebec, Canada
$41K – – –
FMP
1152
Financial Management Professionals
Texas
$41K – – –
TFO
1153
Tarbox Family Office
California
$40K +$116 +1 +0.3%
CFN
1154
Cordasco Financial Network
Florida
$39K – – –
WA
1155
Winfield Associates
Ohio
$35K – – –
WA
1156
Waverly Advisors
Alabama
$34K +$34K +294 New
EWM
1157
Endurance Wealth Management
Rhode Island
$33K – – –
GXMC
1158
Global X Management Company
New York
$32K -$9.94K -86 -24%
IP
1159
Isthmus Partners
Wisconsin
$32K – – –
TWA
1160
TCI Wealth Advisors
Arizona
$30K +$9.11K +78 +44%
AP
1161
Atwood & Palmer
Missouri
$29K – – –
SIM
1162
Sonora Investment Management
Arizona
$24K +$24K +210 New
ARMC
1163
American Research & Management Company
Massachusetts
$23K – – –
BKA
1164
Brick & Kyle Associates
Pennsylvania
$23K +$23K +200 New
CGH
1165
Cleary Gull Holdings
Wisconsin
$23K +$23K +200 New
MPWT
1166
MassMutual Private Wealth & Trust
Connecticut
$21.4K +$21.4K +248 New
MAS
1167
Madden Advisory Services
Florida
$20K – – –
LWCFA
1168
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K – – –
BCM
1169
Brookstone Capital Management
Illinois
$20K – – –
LWA
1170
Lenox Wealth Advisors
New York
$20K +$18.7K +159 +1,445%
CTB
1171
Country Trust Bank
Illinois
$17K +$10.9K +92 +177%
VNA
1172
Valley National Advisers
Pennsylvania
$16K – – –
CLOS
1173
Compagnie Lombard Odier SCmA
Switzerland
$16K +$7.71K +67 +93%
Parallax Volatility Advisers
1174
Parallax Volatility Advisers
California
$15K -$6.12K -53 -29%
MUS
1175
Mitsubishi UFJ Securities
Japan
$14K -$14K -120 -50%
45 46
47
48 49