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UnitedHealth
UNH

Overview Fund Activity

1,516 hedge funds and large institutions have $165B invested in UnitedHealth in 2017 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 548 increasing their positions, 651 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,516
Holders Change
+31
Holders Change %
+2.09%
% of All Funds
37.85%
Holding in Top 10
149
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.97%
% of All Funds
3.72%
New
104
Increased
548
Reduced
651
Closed
57
Calls
$746M
Puts
$1.22B
Net Calls
-$478M
Net Calls Change
-$73.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$647M
2
Jennison Associates
Jennison Associates
New York
+$644M
3
LPC
Lone Pine Capital
Connecticut
+$528M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$461M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$436M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$428M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$390M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$321M
4
ClearBridge Investments
ClearBridge Investments
New York
-$300M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
576
Cobiz Wealth
Colorado
$6.4M -$37.8K -193 -0.6%
AC
577
Addenda Capital
Quebec, Canada
$6.34M -$345K -1,831 -5%
WAS
578
WESPAC Advisors SoCal
California
$6.3M -$176K -900 -3%
Kayne Anderson Rudnick Investment Management
579
Kayne Anderson Rudnick Investment Management
California
$6.25M +$496K +2,534 +9%
IWA
580
IBEX Wealth Advisors
New Jersey
$6.22M -$118K -602 -2%
LIA
581
LS Investment Advisors
Michigan
$6.21M +$101K +514 +2%
FAB
582
First American Bank
Illinois
$6.2M +$837K +4,275 +16%
CIP
583
Chartwell Investment Partners
Pennsylvania
$6.19M – – –
IH
584
IFC Holdings
Florida
$6.17M +$129K +661 +2%
AWP
585
Ascent Wealth Partners
New York
$6.14M +$81.3K +415 +1%
CCM
586
Carlson Capital Management
Minnesota
$6.13M +$135K +691 +2%
PJSIMP
587
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.09M -$292K -1,490 -5%
BIM
588
Bridgecreek Investment Management
Oklahoma
$6.07M +$29.4K +150 +0.5%
AHB
589
Abner Herrman & Brock
New Jersey
$6.02M +$175K +894 +3%
AP
590
Appleton Partners
Massachusetts
$5.95M +$89.7K +458 +2%
Carson Wealth (CWM LLC)
591
Carson Wealth (CWM LLC)
Nebraska
$5.94M -$209K -1,069 -3%
GIA
592
Granite Investment Advisors
New Hampshire
$5.91M +$4.11K +21 +0.1%
PBT
593
Pictet Bank & Trust
Bahamas
$5.8M +$4.69M +23,930 +421%
TFA
594
Transamerica Financial Advisors
Florida
$5.8M -$163K -831 -3%
CMI
595
Cider Mill Investments
Connecticut
$5.78M +$5.78M +29,500 New
CM
596
Churchill Management
California
$5.75M +$311K +1,590 +6%
LPU
597
Lansdowne Partners (UK)
United Kingdom
$5.68M – – –
BUB
598
BBVA USA Bancshares
Texas
$5.67M -$108K -553 -2%
GIM
599
Groesbeck Investment Management
New Jersey
$5.64M -$1.01M -5,169 -15%
MIC
600
MU Investments Company
Japan
$5.62M -$19.6K -100 -0.3%
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