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UnitedHealth
UNH

Overview Fund Activity

1,261 hedge funds and large institutions have $117B invested in UnitedHealth in 2016 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 447 increasing their positions, 544 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,261
Holders Change
+44
Holders Change %
+3.62%
% of All Funds
33.7%
Holding in Top 10
123
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.14%
% of All Funds
3.29%
New
112
Increased
447
Reduced
544
Closed
51
Calls
$637M
Puts
$756M
Net Calls
-$119M
Net Calls Change
+$58.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$159M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$146M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$128M
5
WA
WestEnd Advisors
North Carolina
+$94.8M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$4.22B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$476M
3
ClearBridge Investments
ClearBridge Investments
New York
-$306M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$287M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFFS
726
Stonehage Fleming Financial Services
Jersey
$1.6M +$1.31M +9,240 +449%
OCM
727
Orleans Capital Management
Louisiana
$1.59M +$169K +1,200 +12%
DC
728
Davenport & Co
Virginia
$1.59M +$35.3K +250 +2%
NSAM
729
North Star Asset Management
Wisconsin
$1.59M -$5.65K -40 -0.4%
CICI
730
Capital Investment Counsel Inc
North Carolina
$1.58M – – –
CWA
731
Cypress Wealth Advisors
California
$1.58M +$3.25K +23 +0.2%
ACI
732
Alpha Cubed Investments
California
$1.56M -$38.8K -275 -2%
HIMC
733
Heritage Investors Management Corp
Maryland
$1.56M -$6.92K -49 -0.4%
AIA
734
AIMZ Investment Advisors
California
$1.55M -$1.72M -12,193 -53%
VCAM
735
Van Cleef Asset Management
Ohio
$1.53M -$4.24K -30 -0.3%
TP
736
Truvvo Partners
New York
$1.53M +$692K +4,900 +83%
CAS
737
Cue Advisory Services
Arizona
$1.52M -$148K -1,047 -9%
NAM
738
Needelman Asset Management
California
$1.51M -$10.6K -75 -0.7%
BAM
739
Berkshire Asset Management
Pennsylvania
$1.51M +$613K +4,338 +68%
FFA
740
First Foundation Advisors
California
$1.51M +$138K +978 +10%
SIM
741
Sterling Investment Management
Arizona
$1.51M -$59.5K -421 -4%
AW
742
ACG Wealth
Georgia
$1.51M +$370K +2,620 +33%
RW
743
Rand Wealth
Maryland
$1.5M -$328K -2,320 -18%
BSW
744
Buckingham Strategic Wealth
Missouri
$1.5M -$38.4K -272 -2%
MWP
745
MYCIO Wealth Partners
Pennsylvania
$1.49M +$8.33K +59 +0.6%
KWMG
746
King Wealth Management Group
Florida
$1.49M +$137K +973 +10%
LCM
747
Liberty Capital Management
Michigan
$1.47M +$1.06M +7,521 +260%
AWM
748
Avior Wealth Management
Nebraska
$1.46M -$14.8K -105 -1%
SWP
749
Stratos Wealth Partners
Ohio
$1.46M -$261K -1,846 -15%
PL
750
Perpetual Ltd
Australia
$1.46M +$42.4K +300 +3%
28 29
30
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