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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
+$386M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$341M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$305M
4
FMI
Fiduciary Management Inc
Wisconsin
+$277M
5
ClearBridge Investments
ClearBridge Investments
New York
+$214M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$714M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$300M
3
Boston Partners
Boston Partners
Massachusetts
-$228M
4
WRF
Waddell & Reed Financial
Kansas
-$210M
5
Ameriprise
Ameriprise
Minnesota
-$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
STMM
201
South Texas Money Management
Texas
$27.7M -$4.89M -64,917 -15%
GMI
202
Greystone Managed Investments
Saskatchewan, Canada
$27.4M -$2.86M -37,943 -9%
OWP
203
Obermeyer Wealth Partners
Colorado
$26.9M -$723K -9,600 -3%
TSU
204
TD Securities (USA)
New York
$26.7M +$534K +7,093 +2%
CC
205
Chubb Corp
New Jersey
$26.4M – – –
ECP
206
Empyrean Capital Partners
California
$26.4M +$26.4M +350,000 New
FMI
207
Factory Mutual Insurance
Massachusetts
$26.2M – – –
OI
208
Oakbrook Investments
Illinois
$25.9M -$1.29M -17,175 -5%
Nomura Asset Management
209
Nomura Asset Management
Japan
$25.9M -$2.16M -28,690 -8%
CBOA
210
Commonwealth Bank of Australia
Australia
$25.7M +$3.12M +41,493 +14%
JIR
211
James Investment Research
Ohio
$25.7M -$8.65M -114,881 -25%
Lord, Abbett & Co
212
Lord, Abbett & Co
New Jersey
$24.4M -$8.95M -118,832 -27%
Fidelity International
213
Fidelity International
Bermuda
$24M +$9.45M +125,472 +65%
SAM
214
Shell Asset Management
Netherlands
$23.7M +$2.3M +30,595 +11%
Fiera Capital (Canada)
215
Fiera Capital (Canada)
Quebec, Canada
$23.3M +$2.5M +33,191 +12%
ProShare Advisors
216
ProShare Advisors
Maryland
$22.6M +$9.7M +128,775 +75%
HCM
217
Highfields Capital Management
Massachusetts
$22.6M -$7.34M -97,499 -25%
ASRS
218
Arizona State Retirement System
Arizona
$22.5M +$7.53K +100 +0%
AG
219
Aperio Group
California
$22.3M -$17.8M -249,234 Closed
HA
220
Hays Advisory
Tennessee
$21.9M -$362K -4,807 -2%
N
221
Natixis
France
$21.7M +$21.7M +288,542 New
WBC
222
Westpac Banking Corp
Australia
$21.7M +$6.19M +82,188 +40%
JFL
223
Jarislowsky, Fraser Ltd
Quebec, Canada
$21.4M -$536K -7,115 -2%
HIMCH
224
Hartford Investment Management Co (HIMCO)
Connecticut
$21.4M -$1.47M -19,499 -6%
VCM
225
Vision Capital Management
Oregon
$21.4M -$1.58M -20,985 -7%
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