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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 %
BPM
651
Bowling Portfolio Management
Ohio
$4.34M -$2.56M -13,050 -37%
MA
652
Montag & Associates
Georgia
$4.3M -$165K -840 -4%
PL
653
Parkwood LLC
Ohio
$4.28M +$1.82M +9,272 +74%
SCA
654
Snowden Capital Advisors
New York
$4.21M +$250K +1,277 +6%
HA
655
Hays Advisory
Tennessee
$4.15M -$374K -1,912 -8%
HIMC
656
Heritage Investors Management Corp
Maryland
$4.15M +$327K +1,668 +9%
CIA
657
Covington Investment Advisors
Pennsylvania
$4.15M -$122K -625 -3%
NIMI
658
Natixis Investment Managers International
France
$4.12M +$36.4K +186 +0.9%
FIM
659
Foresters Investment Management
New York
$4.1M +$15.1K +77 +0.4%
GWM
660
Greenwich Wealth Management
Connecticut
$4.09M -$959K -4,895 -19%
ECM
661
Everence Capital Management
Indiana
$4.08M – – –
SCM
662
SOL Capital Management
Maryland
$4.08M -$125K -640 -3%
BTNA
663
Bremer Trust National Association
Minnesota
$4.07M -$380K -1,938 -9%
SFWA
664
Summit Financial Wealth Advisors
Louisiana
$4.07M -$136K -697 -3%
VIA
665
Vident Investment Advisory
Georgia
$4.07M +$1.02M +5,206 +33%
ASA
666
Armstrong Shaw Associates
Connecticut
$4.06M -$6.34M -32,353 -61%
HVIA
667
Hudson Valley Investment Advisors
New York
$4.04M +$73K +373 +2%
DCM
668
Donaldson Capital Management
Indiana
$4.02M +$159K +813 +4%
BSPF
669
British Steel Pension Fund
United Kingdom
$4.02M -$999K -5,100 -20%
NB
670
NBT Bank
New York
$4.02M -$638K -3,257 -14%
SWM
671
Segment Wealth Management
Texas
$4.01M +$405K +2,066 +11%
ZCA
672
Zeke Capital Advisors
Pennsylvania
$4M +$2.09M +10,684 +110%
PS
673
Pensionfund Sabic
Netherlands
$4M – – –
LSCM
674
LaSalle Street Capital Management
Illinois
$3.95M -$458K -2,339 -10%
MWM
675
Meridian Wealth Management
Kentucky
$3.95M -$91.5K -467 -2%
25 26
27
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