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UnitedHealth
UNH

Overview Fund Activity

1,516 hedge funds and large institutions have $165B invested in UnitedHealth in 2017 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 548 increasing their positions, 651 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,516
Holders Change
+31
Holders Change %
+2.09%
% of All Funds
37.85%
Holding in Top 10
149
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.97%
% of All Funds
3.72%
New
104
Increased
548
Reduced
651
Closed
57
Calls
$746M
Puts
$1.22B
Net Calls
-$478M
Net Calls Change
-$73.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$647M
2
Jennison Associates
Jennison Associates
New York
+$644M
3
LPC
Lone Pine Capital
Connecticut
+$528M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$461M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$436M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$428M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$390M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$321M
4
ClearBridge Investments
ClearBridge Investments
New York
-$300M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFBTD
951
MB Financial Bank - Trust Department
Illinois
$1.3M -$81.1K -414 -6%
HWA
952
Heritage Wealth Advisors
Virginia
$1.3M +$71.4K +364 +6%
HWP
953
Hefty Wealth Partners
Indiana
$1.3M +$21.5K +110 +2%
STMM
954
South Texas Money Management
Texas
$1.3M -$979 -5 -0.1%
HAG
955
HighPoint Advisor Group
Illinois
$1.3M +$223K +1,057 +21%
FB
956
Fulton Bank
Pennsylvania
$1.28M -$240K -1,225 -16%
EGM
957
Engineers Gate Manager
New York
$1.28M +$1.28M +6,555 New
CAS
958
Cue Advisory Services
Arizona
$1.28M +$12.7K +65 +1%
MNBTD
959
Moody National Bank Trust Division
Texas
$1.27M -$490K -2,500 -28%
MLFP
960
MPS Loria Financial Planners
Illinois
$1.27M +$4.9K +25 +0.4%
SCM
961
Southport Capital Management
Tennessee
$1.26M -$7.64K -39 -0.6%
BWM
962
BerganKDV Wealth Management
Minnesota
$1.26M +$11.9K +61 +1%
CPR
963
CSU Producer Resources
Ohio
$1.25M – – –
PAS
964
Park Avenue Securities
New York
$1.24M +$92.4K +468 +8%
PL
965
Polianta Ltd
Jersey
$1.23M – – –
TH
966
TCTC Holdings
Texas
$1.23M – – –
AAS
967
Annex Advisory Services
Wisconsin
$1.23M +$42.7K +218 +4%
CSIC
968
Clifford Swan Investment Counsel
California
$1.23M +$17.4K +89 +1%
CAPTRUST Financial Advisors
969
CAPTRUST Financial Advisors
North Carolina
$1.21M +$41.5K +183 +4%
Fisher Asset Management
970
Fisher Asset Management
Washington
$1.21M -$299K -1,528 -20%
BAS
971
Brown Advisory Securities
Maryland
$1.2M -$8.44K -43 -0.7%
CIC
972
Carnegie Investment Counsel
Ohio
$1.19M +$73.7K +356 +7%
EI
973
Elkhorn Investments
Illinois
$1.18M -$130K -661 -10%
TSWM
974
Triangle Securities Wealth Management
North Carolina
$1.18M -$45.4K -232 -4%
KFA
975
Kays Financial Advisory
Georgia
$1.17M +$48K +245 +4%
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