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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 %
TW
926
Transform Wealth
Colorado
$989K +$51.4K +321 +5%
PCM
927
Princeton Capital Management
New Jersey
$985K -$294K -1,839 -23%
PWMAG
928
Pinnacle Wealth Management Advisory Group
New Jersey
$984K – – –
BP
929
Ballentine Partners
Massachusetts
$984K +$15.8K +99 +2%
WIA
930
Westbourne Investment Advisors
Maryland
$976K -$215K -1,345 -18%
SAM
931
SignalPoint Asset Management
Missouri
$969K +$11K +69 +1%
SIA
932
Starfire Investment Advisers
Michigan
$952K +$152K +950 +19%
PCM
933
Pointe Capital Management
Michigan
$952K +$952K +5,950 New
TIM
934
Tortoise Investment Management
New York
$944K -$74.4K -465 -7%
SOADOR
935
State of Alaska Department of Revenue
Alaska
$942K +$942K +5,890 New
SFG
936
SNS Financial Group
Minnesota
$937K +$36.3K +227 +4%
FWM
937
Frontier Wealth Management
Missouri
$929K +$493K +3,080 +113%
HPCM
938
High Pointe Capital Management
Illinois
$922K -$16K -100 -2%
DAC
939
Dividend Assets Capital
South Carolina
$917K +$60.8K +380 +7%
HAG
940
HighPoint Advisor Group
Illinois
$904K -$14.3K -85 -2%
FWCM
941
First Western Capital Management
California
$894K -$2.88M -18,011 -76%
CII
942
Capital International Inc
California
$891K +$891K +5,570 New
PAM
943
Princeton Alpha Management
New Jersey
$890K -$2.73M -17,032 -75%
CG
944
Caprock Group
Idaho
$883K -$502K -3,140 -36%
TCOV
945
Trust Company of Vermont
Vermont
$880K -$1.6K -10 -0.2%
FPA
946
Fieldpoint Private Advisors
New York
$877K – – –
GG
947
Gofen & Glossberg
Illinois
$877K +$16K +100 +2%
CWM
948
Concert Wealth Management
California
$875K -$533K -3,336 -38%
NFC
949
Northeast Financial Consultants
Connecticut
$875K – – –
OC
950
Oarsman Capital
Wisconsin
$872K -$311K -1,945 -26%
36 37
38
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