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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
+$453M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$219M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$177M
5
AIM
abrdn Investment Management
United Kingdom
+$140M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$250M
2
FMI
Fiduciary Management Inc
Wisconsin
-$198M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$185M
4
Invesco
Invesco
Georgia
-$179M
5
Dodge & Cox
Dodge & Cox
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
651
Bradley Foster & Sargent
Connecticut
$2.52M -$230K -1,646 -8%
WJA
652
Williams Jones & Associates
New York
$2.52M -$35.7K -255 -1%
SFFS
653
Stonehage Fleming Financial Services
Jersey
$2.51M +$931K +6,653 +59%
FAT
654
First American Trust
California
$2.49M -$1.14M -8,163 -32%
CRC
655
Curi RMB Capital
Illinois
$2.49M +$2.09M +14,921 +527%
HCMT
656
Highland Capital Management (Tennessee)
Tennessee
$2.47M -$15.4K -110 -0.6%
CL
657
Croft-Leominster
Maryland
$2.44M -$147K -1,048 -6%
OA
658
Oak Associates
Ohio
$2.42M – – –
AAMU
659
AEGON Asset Management (UK)
United Kingdom
$2.39M -$160K -1,145 -6%
CIM
660
CenturyLink Investment Management
Colorado
$2.38M – – –
MFS
661
Monetta Financial Services
Illinois
$2.38M – – –
SCM
662
Schnieders Capital Management
California
$2.37M -$278K -1,985 -10%
AFWA
663
Ancora Family Wealth Advisors
Ohio
$2.36M +$10.5K +75 +0.4%
BCA
664
Bray Capital Advisors
Florida
$2.33M -$348K -2,483 -13%
GJIC
665
Gamble Jones Investment Counsel
California
$2.32M -$59.1K -422 -2%
SAM
666
Smithbridge Asset Management
Pennsylvania
$2.3M +$3.5K +25 +0.2%
1GA
667
1st Global Advisors
Texas
$2.29M +$85.1K +608 +4%
FAAS
668
First Allied Advisory Services
California
$2.29M -$80.5K -575 -3%
AIM
669
AMI Investment Management
Indiana
$2.27M – – –
AF
670
Arrow Financial
New York
$2.27M – – –
VIA
671
Vident Investment Advisory
Georgia
$2.26M -$365K -2,604 -14%
MCWS
672
McKinley Carter Wealth Services
West Virginia
$2.25M +$56.3K +402 +3%
SWM
673
Segment Wealth Management
Texas
$2.24M +$20.3K +145 +0.9%
B
674
Bailard
California
$2.23M +$352K +2,513 +19%
HVIA
675
Hudson Valley Investment Advisors
New York
$2.22M +$1.51M +10,790 +214%
25 26
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