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UnitedHealth
UNH

Overview Fund Activity

1,273 hedge funds and large institutions have $115B invested in UnitedHealth in 2016 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 492 increasing their positions, 519 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
+12
Holders Change %
+0.95%
% of All Funds
34.02%
Holding in Top 10
99
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-19.51%
% of All Funds
2.65%
New
83
Increased
492
Reduced
519
Closed
54
Calls
$638M
Puts
$918M
Net Calls
-$281M
Net Calls Change
-$162M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.26B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$392M
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.21B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$7.74B
5
AIM
abrdn Investment Management
United Kingdom
$274M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$7.12B
2
FMI
Fiduciary Management Inc
Wisconsin
$571M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$741M
4
Invesco
Invesco
Georgia
$536M
5
Dodge & Cox
Dodge & Cox
California
$1.91B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
501
Crossvault Capital Management
Texas
$5.54M -$42.7K -305 -0.8%
AT
502
Arden Trust
Delaware
$5.52M -$5.42M -38,691 -50%
NFG
503
NewFocus Financial Group
Washington
$5.49M -$15.8K -113 -0.3%
AHB
504
Abner Herrman & Brock
New Jersey
$5.45M +$4.88M +34,878 +858%
MPM
505
Meritage Portfolio Management
Kansas
$5.37M -$199K -1,418 -4%
V
506
Veritable
Delaware
$5.35M +$331K +2,361 +7%
LPL Financial
507
LPL Financial
California
$5.35M +$2.51M +18,129 +88%
ECM
508
ETrade Capital Management
Virginia
$5.35M +$712K +5,088 +15%
NCM
509
Novare Capital Management
North Carolina
$5.28M +$59.1K +422 +1%
CAM
510
Cubic Asset Management
Massachusetts
$5.27M -$71.4K -510 -1%
AL
511
AJO LP
Pennsylvania
$5.22M +$158K +1,127 +3%
WHG
512
Westwood Holdings Group
Texas
$5.17M +$1.67M +11,925 +48%
HA
513
Hays Advisory
Tennessee
$5.15M -$532K -3,800 -9%
APFBOT
514
Amica Pension Fund Board of Trustees
Rhode Island
$5.15M -$654K -4,669 -11%
GCMG
515
Gyroscope Capital Management Group
Florida
$5.1M +$276K +1,968 +6%
CI
516
Conning Inc
Connecticut
$5.05M +$22.4K +160 +0.4%
SFS
517
Strategic Financial Services
New York
$5.01M +$24.5K +175 +0.5%
PJSIMP
518
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5M +$23.9K +171 +0.5%
SGH
519
Sivik Global Healthcare
Connecticut
$4.9M +$2.8M +20,000 +133%
Jane Street
520
Jane Street
New York
$4.86M +$3.78M +27,000 +351%
WAS
521
WESPAC Advisors SoCal
California
$4.85M -$1.37M -9,759 -22%
AIP
522
Ameritas Investment Partners
Nebraska
$4.83M +$529K +3,782 +12%
MSFP
523
Mark Sheptoff Financial Planning
Connecticut
$4.83M -$17.1K -122 -0.4%
OIA
524
Optimum Investment Advisors
Illinois
$4.82M -$105K -750 -2%
CTA
525
Colonial Trust Advisors
South Carolina
$4.8M +$41.4K +296 +0.9%
19 20
21
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