UNH icon

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 %
DIA
1201
Davidson Investment Advisors
Montana
$8K +$8K +75 New
PCM
1202
Penserra Capital Management
California
$7K +$7K +60 New
LWA
1203
Lowe Wealth Advisors
Maryland
$6K – – –
SIM
1204
Sonora Investment Management
Arizona
$5K -$20K -168 -80%
FPFS
1205
First Personal Financial Services
North Carolina
$5K -$4.17K -35 -45%
KCPG
1206
Kavar Capital Partners Group
Kansas
$5K – – –
WA
1207
WealthTrust-Arizona
Arizona
$5K +$1.25K +10 +33%
SAM
1208
Solaris Asset Management
New York
$4K – – –
OSNBOA
1209
Old Second National Bank of Aurora
Illinois
$3K – – –
PAIM
1210
Punch & Associates Investment Management
Minnesota
$2.35K +$2.35K +20 New
CIM
1211
Contravisory Investment Management
Massachusetts
$2K -$8K -64 -80%
RWM
1212
Rezny Wealth Management
Florida
$2K -$3.05K -32 -60%
BCFS
1213
Butensky & Cohen Financial Security
Florida
$2K – – –
SA
1214
SRH Advisors
Kansas
$2K – – –
KM
1215
Kalos Management
Georgia
$2K – – –
GBBWRPM
1216
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K +$2K +13 New
FNBOO
1217
First National Bank of Omaha
Nebraska
$1K -$32 -275 -3%
ED
1218
Exane Derivatives
France
$353 – – –
1832 Asset Management
1219
1832 Asset Management
Ontario, Canada
– -$93.8M -805,260 Closed
NAM
1220
NorthCoast Asset Management
Connecticut
– -$79.3M -683,681 Closed
Arrowstreet Capital
1221
Arrowstreet Capital
Massachusetts
– -$45.4M -391,423 Closed
IAM
1222
Impax Asset Management
New Hampshire
– -$28.5M -245,447 Closed
Fidelity International
1223
Fidelity International
Bermuda
– -$26.8M -230,651 Closed
BCM
1224
Barometer Capital Management
Ontario, Canada
– -$20.8M -179,100 Closed
SGAM
1225
Smith Group Asset Management
Texas
– -$18.5M -159,300 Closed
47 48
49
50 51