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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 %
JFA
876
Johanson Financial Advisors
California
$762K +$60.5K +433 +9%
GG
877
Gofen & Glossberg
Illinois
$753K -$35K -250 -4%
WSCM
878
Wellington Shields Capital Management
New York
$750K – – –
DAC
879
Dividend Assets Capital
South Carolina
$749K -$1.4K -10 -0.2%
BC
880
Brinker Capital
Pennsylvania
$743K -$63.4K -453 -8%
NCM
881
Northside Capital Management
Oregon
$742K – – –
EB
882
Eastern Bank
Massachusetts
$738K +$28K +200 +4%
PRHC
883
P.R. Herzig & Co
New York
$736K – – –
SFSIG
884
San Francisco Sentry Investment Group
California
$735K +$84K +600 +13%
FMWA
885
Forvis Mazars Wealth Advisors
Missouri
$730K +$75K +536 +11%
TF
886
Tompkins Financial
New York
$723K -$347K -2,480 -32%
SFSG
887
Stearns Financial Services Group
North Carolina
$712K +$135K +966 +23%
OFS
888
Orrstown Financial Services
Pennsylvania
$708K +$538K +3,838 +316%
AT
889
Argent Trust
Texas
$705K -$77K -550 -10%
BAM
890
Barrett Asset Management
New York
$700K -$42K -300 -6%
BOC
891
Barbara Oil Co
Illinois
$700K – – –
SIA
892
Starfire Investment Advisers
Michigan
$700K – – –
WA
893
WFG Advisors
Texas
$700K +$285K +2,035 +69%
YP
894
Yellowstone Partners
Idaho
$689K +$74.2K +530 +12%
BC
895
Bartlett & Co
Ohio
$687K -$7K -50 -1%
NAMA
896
Nikko Asset Management Americas
New York
$686K – – –
MC
897
Miles Capital
Iowa
$679K -$52.5K -375 -7%
BA
898
Bristlecone Advisors
Washington
$678K – – –
EDRS
899
Edmond de Rothschild (Suisse)
Switzerland
$666K -$350K -2,500 -34%
HSA
900
HBK Sorce Advisory
Pennsylvania
$666K +$148K +1,057 +29%
34 35
36
37 38