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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 %
FMWA
901
Forvis Mazars Wealth Advisors
Missouri
$661K +$236K +1,670 +56%
SFSIG
902
San Francisco Sentry Investment Group
California
$657K +$254K +1,800 +63%
ASN
903
Advisory Services Network
Georgia
$654K +$531K +3,763 +433%
SC
904
Saturna Capital
Washington
$647K -$10.6K -75 -2%
DLA
905
Douglas Lane & Associates
New York
$646K -$56.7K -401 -8%
LH
906
Lebenthal Holdings
New York
$645K -$909K -6,437 -59%
LWA
907
Lebenthal Wealth Advisors
New York
$645K +$645K +4,565 New
TCOV
908
Trust Company of Vermont
Vermont
$644K +$5.5K +39 +0.9%
BCMO
909
Buckingham Capital Management (Ohio)
Ohio
$642K +$128K +907 +25%
CCG
910
Cypress Capital Group
Florida
$634K +$36.7K +260 +6%
CG
911
Cutler Group
California
$625K -$1.06M -7,519 -63%
I
912
IberiaBank
Louisiana
$625K +$18.5K +131 +3%
YP
913
Yellowstone Partners
Idaho
$620K +$620K +4,393 New
MHS
914
M Holdings Securities
Oregon
$617K +$202K +1,428 +49%
UAM
915
UAS Asset Management
New York
$616K -$31.8K -225 -5%
SIM
916
SSI Investment Management
California
$614K +$8.31K +59 +1%
BO
917
Bank OZK
Arkansas
$613K – – –
FFC
918
First Financial Corp
Indiana
$610K -$803K -5,685 -57%
SC
919
Savant Capital
Illinois
$605K +$120K +853 +25%
NP
920
NorthRock Partners
Minnesota
$605K +$172K +1,217 +40%
GAM
921
Gotham Asset Management
New York
$605K +$605K +4,288 New
WEC
922
Winslow Evans & Crocker
Massachusetts
$604K -$18.8K -133 -3%
CBN
923
Cadence Bank NA
Texas
$602K -$8.34K -59 -1%
BAS
924
Brown Advisory Securities
Maryland
$595K +$37.5K +267 +7%
CFA
925
CT Financial Advisors
Pennsylvania
$591K -$169K -1,199 -22%
35 36
37
38 39