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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 %
LA
901
Lucus Advisors
New York
$518K +$10.3K +80 +2%
LPT
902
Legacy Private Trust
Wisconsin
$517K -$60.6K -470 -10%
CAM
903
Carret Asset Management
New York
$515K -$4.25K -33 -0.8%
CAM
904
Centre Asset Management
New York
$510K -$623K -4,840 -55%
BBHC
905
Brown Brothers Harriman & Co
New York
$508K -$43.1K -334 -8%
BAS
906
Brown Advisory Securities
Maryland
$506K -$29.2K -229 -5%
CC
907
Cedar Capital
Illinois
$506K -$23.4K -182 -4%
Point72 Asset Management
908
Point72 Asset Management
Connecticut
$503K -$31.8M -246,700 -98%
JG
909
Jefferies Group
New York
$493K -$8.73M -67,717 -95%
ACI
910
Advance Capital I
Michigan
$490K +$51.6K +400 +12%
SHA
911
Smith Hayes Advisers
Nebraska
$488K +$12.5K +97 +3%
BCP
912
Berkeley Capital Partners
Georgia
$485K -$287K -2,223 -37%
BWM
913
BerganKDV Wealth Management
Minnesota
$482K +$482K +3,740 New
AA
914
ALPS Advisors
Colorado
$481K -$115K -890 -19%
QCG
915
Quadrant Capital Group
Ohio
$481K +$40.6K +320 +9%
LBA
916
Letko, Brosseau & Associates
Quebec, Canada
$477K – – –
HCM
917
HM Capital Management
Missouri
$476K -$5K -39 -1%
HFM
918
Hartford Financial Management
Connecticut
$470K – – –
HSA
919
HBK Sorce Advisory
Pennsylvania
$470K +$95K +737 +25%
BCMO
920
Buckingham Capital Management (Ohio)
Ohio
$469K +$17.4K +135 +4%
TSW
921
Thompson Siegel & Walmsley
Virginia
$461K -$25.8K -200 -5%
HPBT
922
High Point Bank & Trust
North Carolina
$458K – – –
PCM
923
Perritt Capital Management
Illinois
$458K +$13.5K +105 +3%
DIA
924
Denver Investment Advisors
Colorado
$458K +$50.4K +391 +12%
GLI
925
Guardian Life Insurance
New York
$455K -$129K -997 -22%
35 36
37
38 39