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UnitedHealth
UNH

Overview Fund Activity

946 hedge funds and large institutions have $65.6B invested in UnitedHealth in 2013 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 341 increasing their positions, 364 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
946
Holders Change
+68
Holders Change %
+7.74%
% of All Funds
27.48%
Holding in Top 10
32
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-17.95%
% of All Funds
0.93%
New
125
Increased
341
Reduced
364
Closed
51
Calls
$461M
Puts
$627M
Net Calls
-$166M
Net Calls Change
-$334M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$853M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.75B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.48B
4
FMI
Fiduciary Management Inc
Wisconsin
$423M
5
ClearBridge Investments
ClearBridge Investments
New York
$2.23B

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$152M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
3
Boston Partners
Boston Partners
Massachusetts
$270M
4
WRF
Waddell & Reed Financial
Kansas
$259M
5
Ameriprise
Ameriprise
Minnesota
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Congress Asset Management
Massachusetts
$65.2M -$641K -8,508 -1%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$63.1M -$5.14M -68,300 -8%
WCM
128
Wedge Capital Management
North Carolina
$61.5M +$8.7M +115,603 +16%
USAA
129
United Services Automobile Association
Texas
$61.1M -$28.4M -377,682 -32%
Nuveen Asset Management
130
Nuveen Asset Management
Illinois
$60.6M +$7.5M +99,557 +14%
CB
131
Cooke & Bieler
Pennsylvania
$60.3M -$1.86M -24,720 -3%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$60.1M +$20.1M +266,791 +50%
O
133
OrbiMed
New York
$59.6M -$40.5M -538,000 -40%
Massachusetts Financial Services
134
Massachusetts Financial Services
Massachusetts
$57.3M -$2.97M -39,415 -5%
ELC
135
Edgar Lomax Company
Virginia
$56.4M +$113K +1,500 +0.2%
Arrowstreet Capital
136
Arrowstreet Capital
Massachusetts
$56.3M +$53.4M +708,544 +1,790%
CP
137
Coho Partners
Pennsylvania
$56.3M +$119K +1,581 +0.2%
Chevy Chase Trust
138
Chevy Chase Trust
Maryland
$56.3M +$155K +2,059 +0.3%
GC
139
Guggenheim Capital
Illinois
$55.9M +$9.69M +128,677 +21%
RIM
140
RS Investment Management
California
$55.9M -$22.2M -294,441 -28%
HEIP
141
Hudson Edge Investment Partners
New Jersey
$55.3M -$602K -7,995 -1%
HTC
142
Haverford Trust Company
Pennsylvania
$55.2M +$1.4M +18,638 +3%
ACM
143
Atlanta Capital Management
Georgia
$54.9M +$12.8M +169,631 +30%
1IC
144
1919 Investment Counsel
Maryland
$54.9M -$32.3K -429 -0.1%
TCM
145
Tetrem Capital Management
Manitoba, Canada
$54.1M +$4.88M +64,812 +10%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$53M -$55M -730,158 -51%
Cohen & Steers
147
Cohen & Steers
New York
$52.7M -$23.7M -315,100 -31%
Macquarie Group
148
Macquarie Group
Australia
$52.6M +$3.08M +40,890 +6%
Neuberger Berman Group
149
Neuberger Berman Group
New York
$51M +$434K +5,768 +0.9%
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$50.8M -$57.3M -760,954 -53%
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