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UnitedHealth

1,448 hedge funds and large institutions have $137B invested in UnitedHealth in 2017 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 548 increasing their positions, 609 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,448
Holders Change
+38
Holders Change %
+2.7%
% of All Funds
36.1%
Holding in Top 10
125
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-17.22%
% of All Funds
3.12%
New
133
Increased
548
Reduced
609
Closed
79
Calls
$665M
Puts
$1.01B
Net Calls
-$340M
Net Calls Change
-$2.78M
Name Holding Trade Value Shares
Change
Shares
Change %
JMH
551
J.M. Hartwell
New York
$6M +$2.47M +15,070 +70%
W
552
Wealthfront
California
$5.93M +$234K +1,424 +4%
CTA
553
Colonial Trust Advisors
South Carolina
$5.92M +$98.8K +570 +2%
AAC
554
Asset Advisors Corp
Georgia
$5.9M +$732K +4,465 +14%
CI
555
Conning Inc
Connecticut
$5.9M -$203K -1,238 -3%
FCBT
556
First Citizens Bank & Trust
North Carolina
$5.9M -$4.59M -27,981 -44%
IA
557
Icon Advisers
Colorado
$5.87M +$5.87M +35,800 New
ECM
558
Estabrook Capital Management
New York
$5.86M -$237K -1,443 -4%
V
559
Veritable
Delaware
$5.83M -$91.4K -557 -2%
SFS
560
Strategic Financial Services
New York
$5.82M -$13.1K -80 -0.2%
AC
561
Allstate Corporation
Illinois
$5.82M +$68.4K +417 +1%
Carson Wealth (CWM LLC)
562
Carson Wealth (CWM LLC)
Nebraska
$5.79M -$1.04M -6,355 -15%
FWIA
563
Fort Washington Investment Advisors
Ohio
$5.78M -$302K -1,841 -5%
WAS
564
WESPAC Advisors SoCal
California
$5.74M +$197K +1,202 +4%
GCMG
565
Gyroscope Capital Management Group
Florida
$5.71M -$19.7K -120 -0.3%
TC
566
Telemus Capital
Michigan
$5.7M -$1.91M -11,627 -25%
OIA
567
Optimum Investment Advisors
Illinois
$5.67M +$29.5K +180 +0.5%
AC
568
Addenda Capital
Quebec, Canada
$5.66M -$1.13M -7,164 -17%
TBA
569
Train Babcock Advisors
New York
$5.66M -$2.34M -14,274 -29%
MSFP
570
Mark Sheptoff Financial Planning
Connecticut
$5.65M +$656 +4 +0%
GIM
571
Groesbeck Investment Management
New Jersey
$5.63M +$215K +1,314 +4%
NLI
572
Nippon Life Insurance
Japan
$5.61M -$1.05M -6,410 -16%
CW
573
Cobiz Wealth
Colorado
$5.6M -$1.31M -7,992 -19%
BOTW
574
Bank of the West
California
$5.57M -$45.6K -278 -0.8%
MML Investors Services
575
MML Investors Services
Massachusetts
$5.56M +$5.56M +33,879 New