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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 %
LCM
926
LVM Capital Management
Michigan
$586K -$14.1K -100 -2%
RBC
927
Ronald Blue & Co
Georgia
$586K +$5.8K +41 +1%
SFSG
928
Stearns Financial Services Group
North Carolina
$582K +$7.06K +50 +1%
SFM
929
Signature Financial Management
Virginia
$579K -$3.82K -27 -0.7%
TG
930
TLP Group
Illinois
$574K +$574K +4,068 New
GWCM
931
Godshalk Welsh Capital Management
Pennsylvania
$571K – – –
QCG
932
Quadrant Capital Group
Ohio
$571K +$42.2K +303 +8%
AHB
933
Abner Herrman & Brock
New Jersey
$570K +$570K +4,065 New
CAM
934
Carret Asset Management
New York
$564K – – –
OC
935
Oakworth Capital
Alabama
$561K – – –
GC
936
Globeflex Capital
California
$553K +$56K +397 +11%
Tudor Investment Corp
937
Tudor Investment Corp
Connecticut
$549K +$168K +1,190 +44%
JG
938
Jefferies Group
New York
$544K +$3.67K +26 +0.7%
BBHC
939
Brown Brothers Harriman & Co
New York
$543K -$13.4K -95 -2%
FMLI
940
Fukoku Mutual Life Insurance
Japan
$537K -$56.5K -400 -10%
VIA
941
Vantage Investment Advisors
Pennsylvania
$536K -$28.8K -205 -5%
CC
942
Cedar Capital
Illinois
$535K -$20.2K -143 -4%
HSA
943
HBK Sorce Advisory
Pennsylvania
$523K +$7.63K +54 +1%
BW
944
Bison Wealth
Georgia
$522K -$74.3K -526 -12%
LBA
945
Letko, Brosseau & Associates
Quebec, Canada
$522K – – –
MIP
946
Marietta Investment Partners
Wisconsin
$522K +$522K +3,700 New
CAMG
947
CWA Asset Management Group
Florida
$521K +$521K +3,693 New
PFS
948
Prospera Financial Services
Texas
$518K +$77.6K +550 +18%
CT
949
Chicago Trust
Illinois
$517K -$91.5K -648 -15%
LPT
950
Legacy Private Trust
Wisconsin
$516K -$50.3K -356 -9%
36 37
38
39 40