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UnitedHealth
UNH

Overview Fund Activity

1,673 hedge funds and large institutions have $185B invested in UnitedHealth in 2017 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 590 increasing their positions, 671 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+157
Holders Change %
+10.36%
% of All Funds
38%
Holding in Top 10
185
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+24.16%
% of All Funds
4.2%
New
233
Increased
590
Reduced
671
Closed
62
Calls
$807M
Puts
$1.81B
Net Calls
-$999M
Net Calls Change
-$521M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$472M
2
ECU
Egerton Capital (UK)
United Kingdom
+$369M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$349M
4
Goldman Sachs
Goldman Sachs
New York
+$307M
5
Deutsche Bank
Deutsche Bank
Germany
+$248M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$424M
2
ClearBridge Investments
ClearBridge Investments
New York
-$401M
3
Morgan Stanley
Morgan Stanley
New York
-$346M
4
BlackRock
BlackRock
New York
-$332M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
926
Port Capital
Illinois
$1.94M +$1.94M +8,808 New
TWI
927
Thomas White International
Illinois
$1.92M -$34.2K -155 -2%
MPAM
928
Murphy Pohlad Asset Management
Minnesota
$1.92M -$259K -1,175 -12%
WSFS
929
Wilmington Savings Fund Society
Delaware
$1.92M +$81.6K +370 +4%
BDF
930
Balasa Dinverno & Foltz
$1.91M -$141K -641 -7%
AWM
931
AE Wealth Management
Kansas
$1.91M +$714K +3,237 +60%
IA
932
IFG Advisory
Georgia
$1.9M +$1.9M +8,633 New
CAG
933
Csenge Advisory Group
Florida
$1.9M -$170K -773 -8%
YWP
934
YorkBridge Wealth Partners
New York
$1.89M -$145K -659 -7%
FPFS
935
First Personal Financial Services
North Carolina
$1.88M +$103K +469 +6%
CAPTRUST Financial Advisors
936
CAPTRUST Financial Advisors
North Carolina
$1.88M +$700K +3,177 +59%
SCA
937
Stonebridge Capital Advisors
Minnesota
$1.88M +$618K +2,805 +49%
CPA
938
Capital Planning Advisors
California
$1.85M +$240K +1,090 +15%
BCI
939
Brinker Capital Investments
Pennsylvania
$1.85M +$37.7K +171 +2%
HIM
940
Hermes Investment Management
United Kingdom
$1.84M +$132K +600 +8%
GIA
941
GHP Investment Advisors
Colorado
$1.83M +$36.6K +166 +2%
GT
942
Greenleaf Trust
Michigan
$1.81M +$52.9K +240 +3%
JFA
943
Johanson Financial Advisors
California
$1.81M +$246K +1,118 +16%
EI
944
Elkhorn Investments
Illinois
$1.81M +$474K +2,142 +35%
MSAM
945
Moloney Securities Asset Management
Missouri
$1.8M -$17.9K -81 -1%
HIM
946
Hutchens Investment Management
New Hampshire
$1.8M +$136K +619 +8%
CB
947
Community Bank
New York
$1.79M +$124K +561 +7%
CSIC
948
Clifford Swan Investment Counsel
California
$1.79M +$405K +1,836 +29%
LA
949
LexAurum Advisors
Kansas
$1.78M +$1.78M +7,782 New
BHWM
950
Bar Harbor Wealth Management
New Hampshire
$1.78M -$34.6K -157 -2%
36 37
38
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