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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 %
SB
901
Simmons Bank
Arkansas
$659K -$115K -825 -15%
TIA
902
Tiemann Investment Advisors
California
$655K -$7K -50 -1%
PL
903
Perpetual Ltd
Australia
$646K -$803K -5,737 -55%
BPCE
904
Bank Pictet & Cie (Europe)
Germany
$646K -$64.8K -463 -9%
BAS
905
Brown Advisory Securities
Maryland
$633K +$38.9K +277 +7%
SC
906
Saturna Capital
Washington
$627K -$14K -100 -2%
I
907
IberiaBank
Louisiana
$625K +$5.32K +38 +0.9%
BCMO
908
Buckingham Capital Management (Ohio)
Ohio
$624K -$11.9K -85 -2%
CCP
909
Corient Capital Partners
California
$617K +$617K +4,410 New
MHS
910
M Holdings Securities
Oregon
$614K +$2.24K +16 +0.4%
UAM
911
UAS Asset Management
New York
$610K – – –
CL
912
Choreo LLC
Illinois
$610K +$164K +1,170 +37%
TPWA
913
TRUE Private Wealth Advisors
Oregon
$608K -$27.4K -204 -4%
SIM
914
SSI Investment Management
California
$606K -$5.89K -42 -1%
WEC
915
Winslow Evans & Crocker
Massachusetts
$599K – – –
CCG
916
Cypress Capital Group
Florida
$598K -$31.5K -225 -5%
OC
917
Oakworth Capital
Alabama
$597K +$8.69K +62 +1%
BW
918
Bison Wealth
Georgia
$596K +$78.6K +561 +15%
BO
919
Bank OZK
Arkansas
$594K -$14K -100 -2%
NFG
920
Next Financial Group
Texas
$592K +$276K +1,973 +88%
SC
921
Savant Capital
Illinois
$589K -$11.2K -80 -2%
NIMI
922
Natixis Investment Managers International
France
$589K +$204K +1,453 +53%
CFMC
923
Curbstone Financial Management Corp
New Hampshire
$588K -$126K -900 -18%
EGM
924
Engineers Gate Manager
New York
$581K -$2.4M -17,149 -81%
MAA
925
Matrix Asset Advisors
New York
$574K +$574K +4,098 New
35 36
37
38 39