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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 %
NC
1151
NewSquare Capital
Pennsylvania
$55K +$3.76K +32 +7%
CHP
1152
Cable Hill Partners
Oregon
$55K +$8.59K +72 +19%
FPTW
1153
Franklin, Parlapiano, Turner & Welch
Texas
$55K +$55K +464 New
IPC
1154
Independent Portfolio Consultants
Florida
$54K – – –
MWM
1155
MinichMacGregor Wealth Management
New York
$51K +$51K +432 New
DPA
1156
Delphi Private Advisors
California
$50K +$50K +428 New
GBT
1157
Grove Bank & Trust
Florida
$48K +$48K +407 New
CHC
1158
City Holding Co
West Virginia
$46K +$1.64K +14 +4%
MUS
1159
Mitsubishi UFJ Securities
Japan
$46K +$31.8K +270 +225%
CLOS
1160
Compagnie Lombard Odier SCmA
Switzerland
$45K +$28.8K +248 +178%
VNA
1161
Valley National Advisers
Pennsylvania
$44K +$28.1K +236 +176%
JIM
1162
Jupiter Investment Management
United Kingdom
$42K -$20.6M -179,295 -100%
FMT
1163
First Mercantile Trust
Tennessee
$42K -$72.9K -618 -63%
GAM
1164
Gemmer Asset Management
California
$42K -$52.7K -444 -56%
AWM
1165
AllSquare Wealth Management
New York
$42K – – –
H
1166
Hexavest
Quebec, Canada
$41K – – –
FMP
1167
Financial Management Professionals
Texas
$41K – – –
TC
1168
Trust Company
Kansas
$40.2K -$25.2K -214 -38%
CFN
1169
Cordasco Financial Network
Florida
$40K – – –
TFO
1170
Tarbox Family Office
California
$38K -$3.1K -26 -8%
AAC
1171
Asset Advisors Corp
Georgia
$35K +$23.3K +200 +200%
TCM
1172
Tradewinds Capital Management
Washington
$34K -$17.8K -150 -34%
HF
1173
Hoxton Financial
West Virginia
$33K -$310K -2,599 -90%
IP
1174
Isthmus Partners
Wisconsin
$32K -$1.19K -10 -4%
EWM
1175
Endurance Wealth Management
Rhode Island
$32K – – –
45 46
47
48 49