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UnitedHealth
UNH

Overview Fund Activity

1,217 hedge funds and large institutions have $107B invested in UnitedHealth in 2016 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
–
Holders Change %
0%
% of All Funds
32.48%
Holding in Top 10
105
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+54.41%
% of All Funds
2.8%
New
90
Increased
468
Reduced
503
Closed
80
Calls
$665M
Puts
$842M
Net Calls
-$177M
Net Calls Change
+$4.88M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$229M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$205M
3
Dodge & Cox
Dodge & Cox
California
+$171M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$153M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$133M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$227M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$182M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$145M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$141M
5
State Street
State Street
Massachusetts
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
976
Trillium Asset Management
Massachusetts
$372K -$347K -2,698 -48%
FHA
977
First Horizon Advisors
Tennessee
$372K +$74.3K +569 +25%
HF
978
Hoxton Financial
West Virginia
$371K +$335K +2,599 +938%
SFSIG
979
San Francisco Sentry Investment Group
California
$367K -$199K -1,550 -35%
Fisher Asset Management
980
Fisher Asset Management
Washington
$361K +$361K +2,835 New
FFWA
981
FRG Family Wealth Advisors
Washington
$360K – – –
WP
982
WealthSource Partners
California
$358K +$358K +2,775 New
DW
983
Domani Wealth
Pennsylvania
$357K -$389 -3 -0.1%
LNC
984
Lincoln National Corp
Pennsylvania
$355K +$107K +828 +43%
PFA
985
Paradigm Financial Advisors
Missouri
$354K – – –
BEAM
986
Baker Ellis Asset Management
Washington
$353K – – –
AL
987
Aspiriant LLC
California
$353K +$353K +2,735 New
BHBT
988
Burke & Herbert Bank & Trust
Virginia
$352K – – –
BMO
989
Beck Mack & Oliver
New York
$351K – – –
AIA
990
Affinity Investment Advisors
California
$351K – – –
PAA
991
Peregrine Asset Advisers
Oregon
$350K -$29.2K -226 -8%
Tudor Investment Corp
992
Tudor Investment Corp
Connecticut
$348K -$782K -6,068 -69%
SRSA
993
S.R. Schill & Associates
Washington
$346K +$45.7K +355 +15%
CBT
994
Central Bank & Trust
Kentucky
$346K +$69.3K +538 +25%
BJL
995
Brighton Jones LLC
Washington
$344K +$46.8K +363 +16%
DA
996
DSC Advisors
Illinois
$341K -$130K -1,012 -28%
CIP
997
Convergence Investment Partners
Florida
$340K +$11.6K +90 +4%
CB
998
Chemical Bank
Michigan
$339K -$25.8K -200 -7%
GWM
999
Gupta Wealth Management
California
$339K +$36K +279 +12%
SCA
1000
Stonebridge Capital Advisors
Minnesota
$339K +$104K +806 +44%
38 39
40
41 42