UNH icon

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 %
BHWM
851
Bar Harbor Wealth Management
New Hampshire
$1.45M -$265K -1,654 -15%
SCM
852
Shelton Capital Management
Colorado
$1.45M -$598K -3,735 -29%
PNC
853
Park National Corp
Ohio
$1.44M -$16.6K -104 -1%
CB
854
Community Bank
New York
$1.42M – – –
RWM
855
RKL Wealth Management
Pennsylvania
$1.41M +$68.2K +426 +5%
SFFS
856
Stonehage Fleming Financial Services
Jersey
$1.41M -$1.46M -9,153 -51%
YWP
857
YorkBridge Wealth Partners
New York
$1.41M +$1.41M +9,206 New
SI
858
SII Investments
Wisconsin
$1.38M +$126K +788 +10%
FNBOO
859
First National Bank of Omaha
Nebraska
$1.37M -$4.96K -31 -0.4%
FIM
860
Freedom Investment Management
Connecticut
$1.36M +$394K +2,463 +41%
BDF
861
Balasa Dinverno & Foltz
$1.36M -$96K -600 -7%
TI
862
Turner Investments
Pennsylvania
$1.34M +$1.34M +8,350 New
ADL
863
Asset Dedication LLC
California
$1.33M +$330K +2,062 +33%
P
864
Pitcairn
Pennsylvania
$1.32M -$28.2K -176 -2%
CA
865
Clearstead Advisors
Ohio
$1.32M +$1.32M +8,232 New
LMAM
866
Legg Mason Asset Management
Japan
$1.31M -$224K -1,400 -15%
SPC
867
Sigma Planning Corp
Michigan
$1.31M +$52.6K +329 +4%
Verition Fund Management
868
Verition Fund Management
Connecticut
$1.3M +$1.3M +8,111 New
Fuller & Thaler Asset Management
869
Fuller & Thaler Asset Management
California
$1.3M – – –
ACA
870
Anchor Capital Advisors
Massachusetts
$1.29M -$640K -4,000 -33%
SCM
871
Southport Capital Management
Tennessee
$1.29M +$11.7K +73 +0.9%
RCAG
872
Rehmann Capital Advisory Group
Michigan
$1.28M +$2.56K +16 +0.2%
GT
873
Glenview Trust
Kentucky
$1.28M +$1.28M +8,003 New
SSWM
874
Sheets Smith Wealth Management
North Carolina
$1.28M – – –
BCM
875
Beck Capital Management
Texas
$1.27M -$129K -809 -9%
33 34
35
36 37