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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 %
IWA
551
IBEX Wealth Advisors
New Jersey
$4.24M +$4.24M +30,268 New
JFGIW
552
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.22M +$5.6K +40 +0.1%
CWP
553
Capital Wealth Planning
Florida
$4.21M +$636K +4,520 +18%
NEI
554
Northwest & Ethical Investments
Ontario, Canada
$4.2M +$4.2M +29,976 New
HW
555
Hancock Whitney
Mississippi
$4.18M +$2.53M +18,106 +154%
GHA
556
Garcia Hamilton & Associates
Texas
$4.11M -$80.8K -577 -2%
BIM
557
Bridgecreek Investment Management
Oklahoma
$4.09M +$887K +6,335 +28%
CM
558
Churchill Management
California
$4.09M -$255K -1,820 -6%
MA
559
Montag & Associates
Georgia
$4.07M -$98.7K -705 -2%
LPU
560
Lansdowne Partners (UK)
United Kingdom
$4.06M -$3.19M -22,767 -44%
PCM
561
Palouse Capital Management
Washington
$4.06M -$162K -1,155 -4%
FA
562
FDx Advisors
Illinois
$4.06M +$439K +3,136 +12%
DCM
563
Delta Capital Management
New Jersey
$4.05M -$851K -6,080 -17%
WTB
564
Washington Trust Bank
Washington
$4.05M -$57.8K -413 -1%
TFA
565
Transamerica Financial Advisors
Florida
$3.96M +$356K +2,543 +10%
NB
566
NBT Bank
New York
$3.95M -$421K -3,010 -10%
HMS
567
Hanseatic Management Services
New Mexico
$3.93M -$171K -1,219 -4%
JIR
568
James Investment Research
Ohio
$3.92M -$33.8M -241,417 -90%
ACM
569
Asymmetry Capital Management
California
$3.88M +$571K +4,080 +17%
BSPF
570
British Steel Pension Fund
United Kingdom
$3.88M – – –
FNBT
571
FineMark National Bank & Trust
Florida
$3.87M +$99.1K +708 +3%
CIC
572
Chase Investment Counsel
Virginia
$3.85M -$170K -1,215 -4%
W
573
Wealthfront
California
$3.85M -$247K -1,767 -6%
CT
574
Coastline Trust
Rhode Island
$3.84M -$185K -1,320 -5%
LIA
575
LS Investment Advisors
Michigan
$3.83M -$223K -1,593 -6%
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