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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 %
Capstone Investment Advisors
901
Capstone Investment Advisors
New York
$1.14M +$1.14M +7,100 New
FP
902
Foundry Partners
Minnesota
$1.14M -$2.45M -15,331 -68%
MFIMFI
903
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.12M – – –
NIP
904
Nicholas Investment Partners
California
$1.12M +$1.12M +6,966 New
SFSIG
905
San Francisco Sentry Investment Group
California
$1.11M +$272K +1,700 +32%
PCMM
906
Private Capital Management (Minnesota)
Minnesota
$1.1M -$136K -850 -11%
BCM
907
Bienville Capital Management
New York
$1.09M – – –
UR
908
USCA RIA
Texas
$1.08M -$1.92K -12 -0.2%
GWM
909
Geneos Wealth Management
Colorado
$1.07M +$28.9K +181 +3%
PVWM
910
Point View Wealth Management
New Jersey
$1.05M -$29.6K -185 -3%
STMM
911
South Texas Money Management
Texas
$1.05M +$16.6K +104 +2%
PL
912
Plancorp LLC
Missouri
$1.05M +$1.05M +6,557 New
IFS
913
Ifrah Financial Services
Arkansas
$1.05M -$62.4K -390 -6%
NO
914
Ninety One
South Africa
$1.05M – – –
TSWM
915
Triangle Securities Wealth Management
North Carolina
$1.04M -$146K -910 -12%
CPR
916
CSU Producer Resources
Ohio
$1.02M – – –
LCP
917
Legacy Capital Partners
Wisconsin
$1.02M +$12K +75 +1%
BOC
918
Barbara Oil Co
Illinois
$1.02M +$224K +1,400 +28%
MSAM
919
Moloney Securities Asset Management
Missouri
$1.02M +$1.02M +6,400 New
EHWM
920
Eads & Heald Wealth Management
Georgia
$1.02M -$52.7K -329 -5%
TH
921
TCTC Holdings
Texas
$1.01M – – –
PP
922
Patten & Patten
Tennessee
$999K -$9.61K -60 -1%
BWM
923
BerganKDV Wealth Management
Minnesota
$995K +$95.5K +597 +11%
CA
924
Cambridge Advisors
Nebraska
$994K -$32K -200 -3%
SCI
925
Stableford Capital II
Arizona
$993K +$993K +6,207 New
35 36
37
38 39