UNH icon

UnitedHealth
UNH

Overview Fund Activity

1,217 hedge funds and large institutions have $107B invested in UnitedHealth in 2016 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
–
Holders Change %
0%
% of All Funds
32.48%
Holding in Top 10
105
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+54.41%
% of All Funds
2.8%
New
90
Increased
468
Reduced
503
Closed
80
Calls
$665M
Puts
$842M
Net Calls
-$177M
Net Calls Change
+$4.88M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$229M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$205M
3
Dodge & Cox
Dodge & Cox
California
+$171M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$153M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$133M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$227M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$182M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$145M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$141M
5
State Street
State Street
Massachusetts
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
526
Carlson Capital Management
Minnesota
$4.01M -$23.7K -184 -0.6%
WI
527
WBI Investments
New Jersey
$3.89M -$11M -84,998 -74%
CC
528
ClearArc Capital
Ohio
$3.89M +$5.93K +46 +0.2%
CBB
529
Citizens Business Bank
California
$3.88M +$147K +1,137 +4%
Creative Planning
530
Creative Planning
Kansas
$3.84M -$756K -5,866 -16%
WTB
531
Washington Trust Bank
Washington
$3.77M +$172K +1,337 +5%
PCM
532
Prelude Capital Management
New York
$3.75M +$2.82M +21,884 +302%
MA
533
Montag & Associates
Georgia
$3.75M +$968K +7,510 +35%
FWCM
534
First Western Capital Management
California
$3.73M -$181K -1,408 -5%
CT
535
Coastline Trust
Rhode Island
$3.72M +$38.7K +300 +1%
LIA
536
LS Investment Advisors
Michigan
$3.69M +$224K +1,740 +6%
ACM
537
Ativo Capital Management
Illinois
$3.68M -$382K -2,965 -9%
CCM
538
Copeland Capital Management
Pennsylvania
$3.64M -$68.7K -533 -2%
CIP
539
Chartwell Investment Partners
Pennsylvania
$3.61M – – –
OI
540
Oakbrook Investments
Illinois
$3.6M -$7.72M -59,885 -68%
BFM
541
Boston Financial Management
Massachusetts
$3.6M -$86.4K -670 -2%
LIM
542
Leavell Investment Management
Alabama
$3.57M – – –
D.E. Shaw & Co
543
D.E. Shaw & Co
New York
$3.57M -$20.3M -157,864 -85%
EAMA
544
EFG Asset Management (Americas)
Florida
$3.56M +$542K +4,139 +18%
SFWA
545
Summit Financial Wealth Advisors
Louisiana
$3.55M -$773 -6 -0%
FAT
546
First American Trust
California
$3.54M -$957K -7,427 -21%
CA
547
Cullinan Associates
Kentucky
$3.54M +$193K +1,500 +6%
NCIM
548
New Century Investment Management
Michigan
$3.54M +$258 +2 +0%
DWM
549
Dorchester Wealth Management
Quebec, Canada
$3.5M – – –
SAMNY
550
Samsung Asset Management (New York)
New York
$3.48M -$331K -2,570 -9%
20 21
22
23 24