UNH icon

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 %
BEC
801
Blue Edge Capital
Virginia
$2.38M -$73.4K -375 -3%
TW
802
Transform Wealth
Colorado
$2.38M +$2.38M +12,137 New
Mariner
803
Mariner
Kansas
$2.36M +$33.3K +170 +1%
PIM
804
Penobscot Investment Management
Massachusetts
$2.35M +$127K +650 +6%
CIP
805
Convergence Investment Partners
Florida
$2.35M -$282K -1,440 -11%
SAM
806
Symphony Asset Management
California
$2.3M -$280K -1,432 -11%
BP
807
Ballentine Partners
Massachusetts
$2.29M +$46.4K +237 +2%
FFA
808
First Foundation Advisors
California
$2.29M +$198K +1,012 +9%
LCP
809
Legacy Capital Partners
Wisconsin
$2.29M -$77.4K -395 -3%
Koshinski Asset Management
810
Koshinski Asset Management
Illinois
$2.28M +$949K +4,846 +71%
DF
811
Donoghue Forlines
Massachusetts
$2.26M +$2.26M +11,550 New
ECM
812
Evergreen Capital Management
Washington
$2.25M +$2.25M +11,497 New
RIM
813
Regent Investment Management
Kentucky
$2.25M – – –
SCM
814
Sio Capital Management
New York
$2.24M -$1.9M -9,721 -46%
CONA
815
Capital One National Association
New York
$2.23M +$173K +882 +8%
MPWT
816
MassMutual Private Wealth & Trust
Connecticut
$2.23M -$51.7K -264 -2%
MPA
817
Marvin & Palmer Associates
Delaware
$2.23M -$1.73M -8,824 -44%
CB
818
Chemical Bank
Michigan
$2.22M -$486K -2,481 -18%
CA
819
Cetera Advisors
Colorado
$2.22M -$123K -626 -5%
P
820
Pitcairn
Pennsylvania
$2.22M -$28.6K -146 -1%
BCA
821
Bray Capital Advisors
Florida
$2.21M -$186K -951 -8%
TP
822
Truvvo Partners
New York
$2.21M – – –
OCM
823
Orleans Capital Management
Louisiana
$2.21M -$176K -901 -7%
RC
824
Roundview Capital
New Jersey
$2.2M -$66.8K -341 -3%
SAM
825
Silvercrest Asset Management
New York
$2.19M -$137K -700 -6%
31 32
33
34 35