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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 %
ICOA
951
Investment Centers of America
North Dakota
$872K +$345K +2,154 +65%
JIP
952
Jaffetilchin Investment Partners
Florida
$871K +$249K +1,554 +40%
MGIA
953
Moneta Group Investment Advisors
Missouri
$868K +$370K +2,314 +74%
WSCM
954
Wellington Shields Capital Management
New York
$857K – – –
EB
955
Eastern Bank
Massachusetts
$853K +$10.2K +64 +1%
FMWA
956
Forvis Mazars Wealth Advisors
Missouri
$850K +$15.5K +97 +2%
NCM
957
Northside Capital Management
Oregon
$848K – – –
MC
958
Moors & Cabot
Massachusetts
$838K -$103K -643 -11%
Koshinski Asset Management
959
Koshinski Asset Management
Illinois
$838K -$52.8K -330 -6%
GT
960
Greenleaf Trust
Michigan
$817K +$268K +1,673 +49%
AT
961
Argent Trust
Texas
$809K +$3.2K +20 +0.4%
TSS
962
Two Sigma Securities
New York
$805K -$400K -2,499 -33%
PRHC
963
P.R. Herzig & Co
New York
$800K -$40.8K -255 -5%
SFSG
964
Stearns Financial Services Group
North Carolina
$800K -$13.8K -86 -2%
NAMA
965
Nikko Asset Management Americas
New York
$800K +$16K +100 +2%
HWA
966
Heritage Wealth Advisors
Virginia
$799K +$186K +1,165 +30%
ZCA
967
Zeke Capital Advisors
Pennsylvania
$798K +$446K +2,787 +127%
CL
968
Choreo LLC
Illinois
$795K +$97.2K +607 +14%
ID
969
Integral Derivatives
New York
$793K +$793K +4,953 New
BAS
970
Brown Advisory Securities
Maryland
$787K +$68.1K +427 +9%
MI
971
Markston International
New York
$785K -$1.19M -7,444 -60%
BPCE
972
Bank Pictet & Cie (Europe)
Germany
$775K +$36.3K +227 +5%
WA
973
WFG Advisors
Texas
$772K -$28K -175 -4%
PL
974
Perpetual Ltd
Australia
$770K +$32K +200 +4%
BC
975
Bartlett & Co
Ohio
$767K -$17.6K -110 -2%
37 38
39
40 41