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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 %
CICI
701
Capital Investment Counsel Inc
North Carolina
$1.45M – – –
BFS
702
Bradley Foster & Sargent
Connecticut
$1.44M +$271K +2,100 +23%
CWA
703
Cypress Wealth Advisors
California
$1.44M +$13.9K +108 +1%
MMG
704
Monetary Management Group
Missouri
$1.43M -$122K -950 -8%
HIMC
705
Heritage Investors Management Corp
Maryland
$1.43M +$661K +5,130 +86%
SIM
706
Sterling Investment Management
Arizona
$1.43M -$668K -5,181 -32%
DC
707
Davenport & Co
Virginia
$1.42M -$79.7K -618 -5%
LH
708
Lebenthal Holdings
New York
$1.42M +$618K +4,798 +77%
BSW
709
Buckingham Strategic Wealth
Missouri
$1.41M +$62.4K +484 +5%
VCAM
710
Van Cleef Asset Management
Ohio
$1.4M – – –
FNT
711
First National Trust
Pennsylvania
$1.39M +$211K +1,640 +18%
PCM
712
Princeton Capital Management
New Jersey
$1.39M -$80.3K -623 -5%
NAM
713
Needelman Asset Management
California
$1.39M -$17.4K -135 -1%
HJMC
714
Hellman Jordan Management Company
Massachusetts
$1.38M +$1.38M +10,697 New
EFS
715
Essex Financial Services
Connecticut
$1.37M -$62.4K -484 -4%
MC
716
Miles Capital
Iowa
$1.36M -$8.25K -64 -0.6%
IFS
717
Ifrah Financial Services
Arkansas
$1.35M -$153K -1,185 -10%
MWP
718
MYCIO Wealth Partners
Pennsylvania
$1.35M – – –
AWM
719
Avior Wealth Management
Nebraska
$1.35M +$59.8K +464 +5%
P
720
Pitcairn
Pennsylvania
$1.34M +$4.26K +33 +0.3%
Acadian Asset Management
721
Acadian Asset Management
Massachusetts
$1.33M – – –
Mariner
722
Mariner
Kansas
$1.33M +$446K +3,461 +51%
DIA
723
Dean Investment Associates
Ohio
$1.31M -$42.5K -330 -3%
B
724
Bailard
California
$1.31M +$1.31M +10,130 New
AIM
725
Anchor Investment Management
South Carolina
$1.3M +$1.3M +10,110 New
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