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UnitedHealth
UNH

Overview Fund Activity

1,217 hedge funds and large institutions have $107B invested in UnitedHealth in 2016 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
–
Holders Change %
0%
% of All Funds
32.48%
Holding in Top 10
105
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+54.41%
% of All Funds
2.8%
New
90
Increased
468
Reduced
503
Closed
80
Calls
$665M
Puts
$842M
Net Calls
-$177M
Net Calls Change
+$4.88M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$229M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$205M
3
Dodge & Cox
Dodge & Cox
California
+$171M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$153M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$133M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$227M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$182M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$145M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$141M
5
State Street
State Street
Massachusetts
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOAMC
676
Spirit of America Management Corp
New York
$1.6M – – –
CBU
677
CIBC Bank USA
Illinois
$1.6M -$327K -2,535 -17%
VFA
678
Voya Financial Advisors
Connecticut
$1.58M +$19.3K +149 +1%
HCA
679
Harbour Capital Advisors
Virginia
$1.58M -$11.6K -90 -0.7%
SWP
680
Stratos Wealth Partners
Ohio
$1.57M +$105K +811 +7%
SCA
681
Snowden Capital Advisors
New York
$1.56M +$1.56M +12,132 New
ACA
682
Anchor Capital Advisors
Massachusetts
$1.56M -$5.28K -41 -0.3%
BCM
683
Barometer Capital Management
Ontario, Canada
$1.55M +$1.55M +12,000 New
CG
684
Cutler Group
California
$1.54M +$1.37M +10,661 +828%
SSB
685
Sandy Spring Bank
Maryland
$1.54M – – –
CAN
686
Cetera Advisor Networks
California
$1.53M +$129K +999 +9%
PP
687
Pegasus Partners
Wisconsin
$1.52M +$764K +5,925 +101%
WCM
688
Weik Capital Management
Pennsylvania
$1.52M -$58K -450 -4%
CAS
689
Cue Advisory Services
Arizona
$1.52M -$19.1K -148 -1%
RIM
690
Regent Investment Management
Kentucky
$1.51M -$64.5K -500 -4%
KIA
691
KCM Investment Advisors
California
$1.5M +$30.2K +234 +2%
MMPW
692
Mitchell McLeod Pugh & Williams
Alabama
$1.49M -$10.3K -80 -0.7%
TSWM
693
Triangle Securities Wealth Management
North Carolina
$1.49M -$15.5K -120 -1%
SAM
694
Silvercrest Asset Management
New York
$1.49M +$18K +140 +1%
RC
695
Roundview Capital
New Jersey
$1.48M -$32.2K -250 -2%
SRP
696
Saddle Road Partners
Nebraska
$1.48M -$168K -1,300 -10%
WSFS
697
Wilmington Savings Fund Society
Delaware
$1.47M -$97.3K -755 -6%
ACI
698
Alpha Cubed Investments
California
$1.46M -$646K -5,010 -31%
BHWM
699
Bar Harbor Wealth Management
New Hampshire
$1.46M -$206K -1,598 -12%
NSAM
700
North Star Asset Management
Wisconsin
$1.45M +$2.32K +18 +0.2%
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