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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 %
EDRS
826
Edmond de Rothschild (Suisse)
Switzerland
$1.03M +$456K +3,230 +80%
BRWA
827
B. Riley Wealth Advisors
Florida
$1.02M -$190K -1,346 -16%
WC
828
Wexford Capital
Florida
$1.02M +$1.02M +7,190 New
OMCS
829
Old Mutual Customised Solutions
South Africa
$1M – – –
PVWM
830
Point View Wealth Management
New Jersey
$1M +$8.9K +63 +0.9%
IB
831
Intrust Bank
Kansas
$999K +$290K +2,056 +41%
FB
832
Fulton Bank
Pennsylvania
$989K +$178K +1,259 +22%
JMH
833
J.M. Hartwell
New York
$989K +$989K +7,005 New
NFA
834
Nuveen Fund Advisors
Illinois
$989K +$989K +7,007 New
CCM
835
Cadence Capital Management
Massachusetts
$979K +$8.76K +62 +0.9%
RWM
836
RKL Wealth Management
Pennsylvania
$977K +$337K +2,420 +53%
BCM
837
Bienville Capital Management
New York
$973K +$621K +4,402 +177%
CFB
838
Cullen/Frost Bankers
Texas
$968K -$147K -1,039 -13%
UR
839
USCA RIA
Texas
$965K +$9.74K +69 +1%
AHC
840
Adell Harriman & Carpenter
Texas
$948K +$370K +2,620 +64%
CIA
841
Capital Investment Advisors
Georgia
$941K +$5.36K +38 +0.6%
GF
842
Gerstein Fisher
New York
$938K +$152K +1,073 +19%
EHWM
843
Eads & Heald Wealth Management
Georgia
$929K -$40K -283 -4%
WPIC
844
White Pine Investment Company
Michigan
$927K -$24K -170 -3%
ARMT
845
Amica Retiree Medical Trust
Rhode Island
$925K – – –
STMM
846
South Texas Money Management
Texas
$918K -$151K -1,071 -14%
GWM
847
Geneos Wealth Management
Colorado
$911K +$29.4K +209 +3%
BCM
848
Bluefin Capital Management
New York
$909K +$909K +6,438 New
CA
849
Cambridge Advisors
Nebraska
$905K – – –
CPR
850
CSU Producer Resources
Ohio
$904K – – –
32 33
34
35 36