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UnitedHealth
UNH

Overview Fund Activity

1,516 hedge funds and large institutions have $165B invested in UnitedHealth in 2017 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 548 increasing their positions, 651 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,516
Holders Change
+31
Holders Change %
+2.09%
% of All Funds
37.85%
Holding in Top 10
149
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.97%
% of All Funds
3.72%
New
104
Increased
548
Reduced
651
Closed
57
Calls
$746M
Puts
$1.22B
Net Calls
-$478M
Net Calls Change
-$73.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$647M
2
Jennison Associates
Jennison Associates
New York
+$644M
3
LPC
Lone Pine Capital
Connecticut
+$528M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$461M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$436M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$428M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$390M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$321M
4
ClearBridge Investments
ClearBridge Investments
New York
-$300M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
901
Fieldpoint Private Securities
Connecticut
$1.57M +$1.57M +8,013 New
SSWM
902
Sheets Smith Wealth Management
North Carolina
$1.57M – – –
GT
903
Greenleaf Trust
Michigan
$1.56M +$433K +2,210 +38%
MCM
904
Manchester Capital Management
Vermont
$1.52M – – –
FFBTD
905
First Financial Bank - Trust Division
Ohio
$1.52M +$9.79K +50 +0.6%
NA
906
NewEdge Advisors
Louisiana
$1.52M +$177K +903 +13%
HIM
907
Hermes Investment Management
United Kingdom
$1.51M – – –
SKK
908
Shepherd Kaplan Krochuk
Massachusetts
$1.51M – – –
RCAG
909
Rehmann Capital Advisory Group
Michigan
$1.49M -$87.4K -446 -6%
PNC
910
Park National Corp
Ohio
$1.49M -$97.1K -496 -6%
SFS
911
Sowell Financial Services
Arkansas
$1.49M +$358K +1,710 +32%
CB
912
Community Bank
New York
$1.48M -$176K -900 -11%
CA
913
Clearstead Advisors
Ohio
$1.48M -$74.6K -381 -5%
LP
914
LMR Partners
United Kingdom
$1.47M -$2.13M -10,891 -59%
HIM
915
Hutchens Investment Management
New Hampshire
$1.47M -$1.12M -5,720 -43%
CCA
916
Checchi Capital Advisers
California
$1.47M +$32.5K +166 +2%
Fuller & Thaler Asset Management
917
Fuller & Thaler Asset Management
California
$1.47M -$118K -600 -7%
CWP
918
Capital Wealth Planning
Florida
$1.46M -$28.1M -143,278 -95%
BAM
919
Barrett Asset Management
New York
$1.45M +$176K +900 +14%
GT
920
Glenview Trust
Kentucky
$1.45M +$9.4K +48 +0.7%
CPA
921
Capital Planning Advisors
California
$1.43M +$677K +3,456 +90%
PTC
922
Private Trust Company
Ohio
$1.43M -$171K -873 -11%
SFFS
923
Stonehage Fleming Financial Services
Jersey
$1.43M – – –
BAM
924
Berkshire Asset Management
Pennsylvania
$1.42M -$41.3K -211 -3%
TCOV
925
Trust Company of Vermont
Vermont
$1.42M +$48.6K +248 +4%
35 36
37
38 39