UNH icon

UnitedHealth
UNH

Overview Fund Activity

1,273 hedge funds and large institutions have $115B invested in UnitedHealth in 2016 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 492 increasing their positions, 519 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
+12
Holders Change %
+0.95%
% of All Funds
34.02%
Holding in Top 10
99
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-19.51%
% of All Funds
2.65%
New
83
Increased
492
Reduced
519
Closed
54
Calls
$638M
Puts
$918M
Net Calls
-$281M
Net Calls Change
-$162M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$453M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$219M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$177M
5
AIM
abrdn Investment Management
United Kingdom
+$140M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$250M
2
FMI
Fiduciary Management Inc
Wisconsin
-$198M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$185M
4
Invesco
Invesco
Georgia
-$179M
5
Dodge & Cox
Dodge & Cox
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
851
TCTC Holdings
Texas
$881K – – –
LCM
852
Landscape Capital Management
New Jersey
$878K -$384K -2,747 -30%
ADL
853
Asset Dedication LLC
California
$871K +$8.95K +64 +1%
NFA
854
Nuveen Fund Advisors
Illinois
$869K -$112K -798 -11%
PWMAG
855
Pinnacle Wealth Management Advisory Group
New Jersey
$861K -$4.2K -30 -0.5%
DWA
856
Douglass Winthrop Advisors
New York
$851K +$39.8K +284 +5%
BP
857
Ballentine Partners
Massachusetts
$850K +$60.2K +430 +8%
FIM
858
Freedom Investment Management
Connecticut
$844K -$311K -2,220 -27%
SAM
859
SignalPoint Asset Management
Missouri
$838K +$39.9K +285 +5%
GXMC
860
Global X Management Company
New York
$827K +$589K +4,207 +247%
MC
861
Moors & Cabot
Massachusetts
$826K -$62.9K -448 -7%
HAG
862
HighPoint Advisor Group
Illinois
$824K -$45.4K -301 -5%
HPCM
863
High Pointe Capital Management
Illinois
$820K -$308K -2,200 -27%
TW
864
Transform Wealth
Colorado
$820K – – –
ARMT
865
Amica Retiree Medical Trust
Rhode Island
$795K -$122K -875 -13%
TCIM
866
TIAA CREF Investment Management
New York
$793K +$40.7K +290,835 +5%
SFG
867
SNS Financial Group
Minnesota
$788K +$43.4K +310 +6%
BWM
868
BerganKDV Wealth Management
Minnesota
$787K -$26.5K -189 -3%
Koshinski Asset Management
869
Koshinski Asset Management
Illinois
$779K -$35.1K -251 -4%
PTC
870
Private Trust Company
Ohio
$775K -$6.16K -44 -0.8%
TCOV
871
Trust Company of Vermont
Vermont
$772K +$133K +949 +21%
OMCS
872
Old Mutual Customised Solutions
South Africa
$770K -$224K -1,600 -23%
FPA
873
Fieldpoint Private Advisors
New York
$767K +$767K +5,480 New
NFC
874
Northeast Financial Consultants
Connecticut
$765K +$42.1K +301 +6%
VWM
875
Vector Wealth Management
Minnesota
$764K -$1.26K -9 -0.2%
33 34
35
36 37