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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 %
SWP
726
Stratos Wealth Partners
Ohio
$1.59M +$143K +1,018 +10%
KIA
727
KCM Investment Advisors
California
$1.59M -$89.7K -641 -5%
CA
728
Cetera Advisors
Colorado
$1.59M -$672K -4,800 -30%
OCM
729
Orleans Capital Management
Louisiana
$1.58M – – –
CICI
730
Capital Investment Counsel Inc
North Carolina
$1.57M – – –
NSAM
731
North Star Asset Management
Wisconsin
$1.57M -$3.78K -27 -0.2%
WCM
732
Weik Capital Management
Pennsylvania
$1.56M -$30.1K -215 -2%
ACI
733
Alpha Cubed Investments
California
$1.56M +$13.4K +96 +0.9%
RC
734
Roundview Capital
New Jersey
$1.56M -$51.1K -365 -3%
CWA
735
Cypress Wealth Advisors
California
$1.55M -$13.7K -98 -0.9%
AWM
736
Avior Wealth Management
Nebraska
$1.55M +$98.5K +706 +7%
KWMG
737
King Wealth Management Group
Florida
$1.55M +$72K +514 +5%
DC
738
Davenport & Co
Virginia
$1.54M -$37.1K -265 -2%
SOAMC
739
Spirit of America Management Corp
New York
$1.54M -$196K -1,400 -11%
RFA
740
Reilly Financial Advisors
California
$1.54M +$106K +760 +7%
AIA
741
AIMZ Investment Advisors
California
$1.53M +$140 +1 +0%
TWI
742
Thomas White International
Illinois
$1.52M -$617K -4,404 -29%
PIM
743
Penobscot Investment Management
Massachusetts
$1.52M +$202K +1,440 +15%
TP
744
Truvvo Partners
New York
$1.51M – – –
AW
745
ACG Wealth
Georgia
$1.51M +$16.9K +121 +1%
FFA
746
First Foundation Advisors
California
$1.51M +$12.7K +91 +0.9%
HIM
747
Hutchens Investment Management
New Hampshire
$1.51M +$1.51M +10,775 New
CC
748
Colrain Capital
Massachusetts
$1.51M -$385K -2,750 -20%
BHWM
749
Bar Harbor Wealth Management
New Hampshire
$1.5M -$82.8K -591 -5%
VCAM
750
Van Cleef Asset Management
Ohio
$1.5M -$14K -100 -0.9%
28 29
30
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