UNH icon

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 %
GC
926
Globeflex Capital
California
$454K – – –
FBFS
927
First Business Financial Services
Wisconsin
$453K +$65.3K +506 +17%
KCM
928
Kornitzer Capital Management
Kansas
$451K – – –
DT
929
Diversified Trust
Tennessee
$450K – – –
MFW
930
Mosaic Family Wealth
Missouri
$447K +$6.95K +54 +2%
KTC
931
Kistler-Tiffany Companies
Pennsylvania
$447K +$10.4K +81 +2%
SMH
932
Sanders Morris Harris
Texas
$447K +$447K +3,469 New
KL
933
Kinsight LLC
Alabama
$445K – – –
SSIA
934
Spero-Smith Investment Advisers
Ohio
$444K -$322K -2,493 -42%
AGA
935
Accuvest Global Advisors
Utah
$444K +$444K +3,445 New
SC
936
Savant Capital
Illinois
$442K -$7.73K -60 -2%
CCA
937
Cobblestone Capital Advisors
New York
$441K +$137K +1,060 +45%
SWM
938
SVA Wealth Management
Wisconsin
$438K +$2.97K +23 +0.7%
CHAM
939
Clear Harbor Asset Management
Connecticut
$436K – – –
CPA
940
Court Place Advisors
Maryland
$429K – – –
MI
941
Montage Investments
Kansas
$428K +$82.1K +637 +24%
RHBC
942
R.H. Bluestein & Co
Michigan
$425K +$103K +800 +32%
MIC
943
MU Investments Company
Japan
$419K +$10.4K +80 +3%
WA
944
Wealth Architects
California
$417K – – –
JIP
945
Jaffetilchin Investment Partners
Florida
$414K -$229K -1,776 -36%
CCM
946
Cupps Capital Management
Illinois
$413K +$413K +3,210 New
HIM
947
Hillsdale Investment Management
Ontario, Canada
$409K -$3.87K -30 -0.9%
CCM
948
Catawba Capital Management
Virginia
$409K +$151K +1,170 +58%
PFS
949
Prospera Financial Services
Texas
$402K -$38.8K -301 -9%
SYBT
950
Stock Yards Bank & Trust
Kentucky
$399K -$75.1K -583 -16%
36 37
38
39 40