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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
1
Wellington Management Group
Massachusetts
$6.03B
2
Bank of America
2
Bank of America
North Carolina
$812M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.43B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.21B
5
Citadel Advisors
5
Citadel Advisors
Florida
$200M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.48B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.25B
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
ClearBridge Investments
4
ClearBridge Investments
New York
$3.16B
5
DSA
5
Davis Selected Advisers
Arizona
$660M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWFA
1176
Baltimore-Washington Financial Advisors
Maryland
$13K +$13K +120 New
RAM
1177
Riggs Asset Management
Pennsylvania
$12K – – –
M
1178
MOTCO
Texas
$12K – – –
AAC
1179
Asset Advisors Corp
Georgia
$12K – – –
LYV
1180
Live Your Vision
Pennsylvania
$12K +$12K +100 New
RWA
1181
Ropes Wealth Advisors
Massachusetts
$12K +$12K +103 New
CIM
1182
Contravisory Investment Management
Massachusetts
$9K – – –
FPFS
1183
First Personal Financial Services
North Carolina
$9K +$4.09K +35 +83%
FIG
1184
Fusion Investment Group
Pennsylvania
$9K +$9K +75 New
UFA
1185
US Financial Advisors
Massachusetts
$8K – – –
EDRS
1186
Edmond de Rothschild (Suisse)
Switzerland
$8K – – –
SMG
1187
Spectrum Management Group
Indiana
$7K – – –
LWA
1188
Lowe Wealth Advisors
Maryland
$6K – – –
RWM
1189
Rezny Wealth Management
Florida
$6K +$2.38K +21 +66%
WCM
1190
Windsor Capital Management
Arizona
$6K +$6K +55 New
AA
1191
ALPS Advisors
Colorado
$5.22K -$410 -353 -7%
CCS
1192
Crosspoint Capital Strategies
California
$5K +$5K +43 New
KCPG
1193
Kavar Capital Partners Group
Kansas
$5K +$5K +51 New
SAM
1194
Solaris Asset Management
New York
$4K +$4K +32 New
CWM
1195
Catamount Wealth Management
Connecticut
$3K – – –
OSNBOA
1196
Old Second National Bank of Aurora
Illinois
$3K +$3K +26 New
WA
1197
WealthTrust-Arizona
Arizona
$3K +$3K +30 New
SA
1198
SRH Advisors
Kansas
$2K – – –
BCFS
1199
Butensky & Cohen Financial Security
Florida
$2K – – –
FNBOO
1200
First National Bank of Omaha
Nebraska
$1.02K -$77 -660 -7%
46 47
48
49 50