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UnitedHealth
UNH

Overview Fund Activity

1,217 hedge funds and large institutions have $107B invested in UnitedHealth in 2016 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
–
Holders Change %
0%
% of All Funds
32.48%
Holding in Top 10
105
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+54.41%
% of All Funds
2.8%
New
90
Increased
468
Reduced
503
Closed
80
Calls
$665M
Puts
$842M
Net Calls
-$177M
Net Calls Change
+$4.88M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$229M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$205M
3
Dodge & Cox
Dodge & Cox
California
+$171M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$153M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$133M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$227M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$182M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$145M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$141M
5
State Street
State Street
Massachusetts
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRHC
851
P.R. Herzig & Co
New York
$677K -$31.6K -245 -4%
SFG
852
SNS Financial Group
Minnesota
$673K +$129 +1 +0%
ICOA
853
Investment Centers of America
North Dakota
$670K +$344K +2,663 +106%
CG
854
Caprock Group
Idaho
$668K +$668K +5,181 New
BC
855
Bartlett & Co
Ohio
$665K +$19.3K +150 +3%
CFMC
856
Curbstone Financial Management Corp
New Hampshire
$657K -$45.1K -350 -6%
CF
857
CenterStar Fund
Illinois
$653K -$1.55M – –
EB
858
Eastern Bank
Massachusetts
$653K – – –
CCA
859
Catalyst Capital Advisors
New York
$651K – – –
Voloridge Investment Management
860
Voloridge Investment Management
Florida
$651K +$651K +5,052 New
IB
861
Intrust Bank
Kansas
$647K +$76.4K +592 +13%
PP
862
Patten & Patten
Tennessee
$645K – – –
SIA
863
Starfire Investment Advisers
Michigan
$645K – – –
DLA
864
Douglas Lane & Associates
New York
$641K +$641K +4,973 New
NAMA
865
Nikko Asset Management Americas
New York
$635K -$143K -1,100 -18%
FTI
866
Fiduciary Trust International
Massachusetts
$632K – – –
DVM
867
Dreman Value Management
Florida
$619K – – –
TPWA
868
TRUE Private Wealth Advisors
Oregon
$614K +$614K +4,766 New
GS
869
GAM Systematic
United Kingdom
$607K +$13.5K +105 +2%
IMAS
870
ID Management A/S
Denmark
$606K -$709K -5,500 -54%
SC
871
Saturna Capital
Washington
$600K – – –
BA
872
Bristlecone Advisors
Washington
$598K +$375K +2,910 +168%
RWM
873
RKL Wealth Management
Pennsylvania
$592K +$592K +4,596 New
UAM
874
UAS Asset Management
New York
$591K -$3.61M -27,975 -86%
TCOV
875
Trust Company of Vermont
Vermont
$584K -$18.7K -145 -3%
33 34
35
36 37