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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 %
TIM
851
Tortoise Investment Management
New York
$899K – – –
MC
852
Moors & Cabot
Massachusetts
$893K -$7.61K -54 -0.8%
TH
853
TCTC Holdings
Texas
$888K – – –
PWMAG
854
Pinnacle Wealth Management Advisory Group
New Jersey
$873K -$10.6K -75 -1%
LCP
855
Legacy Capital Partners
Wisconsin
$873K +$127K +900 +17%
ADL
856
Asset Dedication LLC
California
$871K -$9.19K -65 -1%
PAIA
857
Park Avenue Institutional Advisers
New York
$846K -$1.27K -9 -0.1%
MSU
858
Mizuho Securities USA
New York
$845K +$845K +5,985 New
NCMW
859
Northern Capital Management (Wisconsin)
Wisconsin
$830K -$223K -1,575 -21%
TW
860
Transform Wealth
Colorado
$827K +$827K +5,857 New
Koshinski Asset Management
861
Koshinski Asset Management
Illinois
$821K -$5.79K -41 -0.7%
BWM
862
BerganKDV Wealth Management
Minnesota
$821K +$293K +2,072 +55%
DWA
863
Douglass Winthrop Advisors
New York
$818K – – –
HAG
864
HighPoint Advisor Group
Illinois
$818K +$565K +3,986 +224%
BC
865
Brinker Capital
Pennsylvania
$813K -$43.5K -308 -5%
Nomura Holdings
866
Nomura Holdings
Japan
$810K -$595K -4,239 -42%
SAM
867
SignalPoint Asset Management
Missouri
$805K +$540K +3,823 +204%
BP
868
Ballentine Partners
Massachusetts
$797K +$32.5K +230 +4%
GG
869
Gofen & Glossberg
Illinois
$795K +$19.9K +141 +3%
AT
870
Argent Trust
Texas
$789K +$25.7K +182 +3%
PTC
871
Private Trust Company
Ohio
$788K -$181K -1,281 -19%
CG
872
Caprock Group
Idaho
$784K +$52.5K +372 +7%
SB
873
Simmons Bank
Arkansas
$781K -$7.19K -51 -0.9%
VWM
874
Vector Wealth Management
Minnesota
$772K -$10K -71 -1%
DAC
875
Dividend Assets Capital
South Carolina
$757K -$1.41K -10 -0.2%
33 34
35
36 37