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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 %
SFM
926
Signature Financial Management
Virginia
$572K – – –
ACM
927
Argentus Capital Management
Texas
$571K -$169K -1,210 -23%
CBN
928
Cadence Bank NA
Texas
$570K -$26.6K -190 -4%
GWCM
929
Godshalk Welsh Capital Management
Pennsylvania
$566K – – –
BSA
930
Braun Stacey Associates
New York
$561K +$561K +4,005 New
CAM
931
Carret Asset Management
New York
$559K – – –
BBHC
932
Brown Brothers Harriman & Co
New York
$555K +$16.5K +118 +3%
RBC
933
Ronald Blue & Co
Georgia
$553K -$26.9K -192 -5%
BA
934
Birinyi Associates
Connecticut
$553K +$553K +3,950 New
QCG
935
Quadrant Capital Group
Ohio
$552K -$12.4K -90 -2%
GC
936
Globeflex Capital
California
$549K – – –
JIP
937
Jaffetilchin Investment Partners
Florida
$544K +$37.2K +266 +7%
CFA
938
CT Financial Advisors
Pennsylvania
$539K -$47.5K -339 -8%
WRM
939
Westport Resources Management
Connecticut
$538K -$696K -4,970 -56%
PAS
940
Park Avenue Securities
New York
$537K +$57.6K +416 +12%
SS
941
Simplicity Solutions
Minnesota
$535K +$45.6K +326 +9%
HWA
942
Heritage Wealth Advisors
Virginia
$535K +$122K +874 +30%
Fisher Asset Management
943
Fisher Asset Management
Washington
$529K +$111K +796 +27%
CCM
944
Catawba Capital Management
Virginia
$527K +$35K +250 +7%
DVM
945
Dreman Value Management
Florida
$526K -$146K -1,045 -22%
LBA
946
Letko, Brosseau & Associates
Quebec, Canada
$518K – – –
HCM
947
HM Capital Management
Missouri
$508K -$976 -7 -0.2%
FFC
948
First Financial Corp
Indiana
$507K -$97.4K -696 -16%
LPT
949
Legacy Private Trust
Wisconsin
$504K -$7.71K -55 -2%
KTC
950
Kistler-Tiffany Companies
Pennsylvania
$502K -$4.06K -29 -0.8%
36 37
38
39 40