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UnitedHealth
UNH

Overview Fund Activity

1,448 hedge funds and large institutions have $137B invested in UnitedHealth in 2017 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 548 increasing their positions, 609 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,448
Holders Change
+38
Holders Change %
+2.7%
% of All Funds
36.1%
Holding in Top 10
125
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-17.22%
% of All Funds
3.12%
New
133
Increased
548
Reduced
609
Closed
79
Calls
$665M
Puts
$1.01B
Net Calls
-$340M
Net Calls Change
-$2.78M

Top Buyers

1
BlackRock
BlackRock
New York
+$10.8B
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
+$511M
3
Capital World Investors
Capital World Investors
California
+$476M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$456M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$224M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$391M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$304M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$211M
4
PPA
Parametric Portfolio Associates
Washington
-$176M
5
TCIM
TIAA CREF Investment Management
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
951
Cambridge Advisors
Nebraska
$1.02M – – –
CSIC
952
Clifford Swan Investment Counsel
California
$1.01M -$219K -1,337 -18%
NBC
953
Neuberger Berman Canada
Ontario, Canada
$1.01M +$757K +4,612 +299%
EHWM
954
Eads & Heald Wealth Management
Georgia
$1.01M -$33.6K -205 -3%
FWM
955
Frontier Wealth Management
Missouri
$994K +$42K +256 +4%
DWA
956
Douglass Winthrop Advisors
New York
$992K -$238K -1,453 -19%
TCOV
957
Trust Company of Vermont
Vermont
$992K +$90.2K +550 +10%
HAG
958
HighPoint Advisor Group
Illinois
$990K -$58.4K -300 -6%
IFS
959
Ifrah Financial Services
Arkansas
$986K -$87.7K -535 -8%
SIA
960
Starfire Investment Advisers
Michigan
$985K – – –
CWM
961
Concert Wealth Management
California
$978K +$103K +644 +12%
CCM
962
Cadence Capital Management
Massachusetts
$977K -$616K -3,755 -39%
BAS
963
Brown Advisory Securities
Maryland
$976K +$171K +1,051 +21%
CIA
964
Capital Investment Advisors
Georgia
$969K -$253K -1,540 -21%
HWA
965
Heritage Wealth Advisors
Virginia
$962K +$146K +891 +18%
HWP
966
Hefty Wealth Partners
Indiana
$961K +$961K +5,862 New
SCA
967
Stonebridge Capital Advisors
Minnesota
$958K +$563K +3,430 +142%
SH
968
Svenska Handelsbanken
Sweden
$951K +$410K +2,500 +76%
WPW
969
Waldron Private Wealth
Pennsylvania
$944K +$571K +3,487 +153%
PWMAG
970
Pinnacle Wealth Management Advisory Group
New Jersey
$936K -$72.1K -440 -7%
CIC
971
Carnegie Investment Counsel
Ohio
$936K +$190K +1,096 +25%
BWM
972
BerganKDV Wealth Management
Minnesota
$933K -$86.7K -529 -9%
HH
973
HWG Holdings
Texas
$920K +$920K +5,611 New
ICOA
974
Investment Centers of America
North Dakota
$912K +$19K +116 +2%
WA
975
WFG Advisors
Texas
$906K +$115K +701 +15%
37 38
39
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