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UnitedHealth
UNH

Overview Fund Activity

1,410 hedge funds and large institutions have $132B invested in UnitedHealth in 2016 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 496 increasing their positions, 557 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+137
Holders Change %
+10.76%
% of All Funds
35.3%
Holding in Top 10
151
Holding in Top 10 Change
+52
Holding in Top 10 Change %
+52.53%
% of All Funds
3.78%
New
202
Increased
496
Reduced
557
Closed
41
Calls
$961M
Puts
$1.3B
Net Calls
-$337M
Net Calls Change
-$56.7M

Top Buyers

1
State Street
State Street
Massachusetts
+$369M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$354M
3
Goldman Sachs
Goldman Sachs
New York
+$256M
4
AIM
abrdn Investment Management
United Kingdom
+$252M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$249M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.81B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$575M
3
Dodge & Cox
Dodge & Cox
California
-$530M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$304M
5
MTB
Mizuho Trust & Banking
Japan
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
826
Capital Impact Advisors
Massachusetts
$1.61M – – –
LMIM
827
Lockheed Martin Investment Management
Maryland
$1.6M – – –
IHL
828
Investment House LLC
California
$1.59M – – –
FFSOTS
829
Fiduciary Financial Services of The Southwest
Texas
$1.59M +$29K +181 +2%
BVDMP
830
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.58M – – –
MCM
831
Murphy Capital Management
New Jersey
$1.58M +$123K +768 +8%
NCIM
832
New Century Investment Management
Michigan
$1.58M -$617K -3,855 -28%
AIM
833
Anchor Investment Management
South Carolina
$1.57M -$13.6K -85 -0.9%
CC
834
Colrain Capital
Massachusetts
$1.56M -$160K -1,000 -9%
ICRM
835
Insight Capital Research & Management
California
$1.56M +$194K +1,210 +14%
OWD
836
Osborn Williams & Donohoe
Ohio
$1.56M +$117K +732 +8%
CCM
837
Cadence Capital Management
Massachusetts
$1.55M +$206K +1,287 +15%
MNBTD
838
Moody National Bank Trust Division
Texas
$1.54M – – –
AHC
839
Adell Harriman & Carpenter
Texas
$1.54M +$112K +700 +8%
EFS
840
Essex Financial Services
Connecticut
$1.53M +$85.8K +536 +6%
SOAMC
841
Spirit of America Management Corp
New York
$1.52M -$240K -1,500 -14%
LA
842
Lau Associates
Delaware
$1.52M – – –
CCA
843
Checchi Capital Advisers
California
$1.52M +$25.5K +159 +2%
NAM
844
Needelman Asset Management
California
$1.51M -$32K -200 -2%
MSU
845
Mizuho Securities USA
New York
$1.51M -$3.42M -21,375 -69%
BSW
846
Buckingham Strategic Wealth
Missouri
$1.5M -$130K -811 -8%
RFA
847
Reilly Financial Advisors
California
$1.49M -$271K -1,694 -15%
ANRIA
848
American National Registered Investment Advisor
Texas
$1.48M – – –
BAC
849
Boys Arnold & Co
North Carolina
$1.46M -$10.4K -65 -0.7%
CBU
850
CIBC Bank USA
Illinois
$1.46M -$180K -1,126 -11%
32 33
34
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