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UnitedHealth
UNH

Overview Fund Activity

1,261 hedge funds and large institutions have $117B invested in UnitedHealth in 2016 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 447 increasing their positions, 544 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,261
Holders Change
+44
Holders Change %
+3.62%
% of All Funds
33.7%
Holding in Top 10
123
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.14%
% of All Funds
3.29%
New
112
Increased
447
Reduced
544
Closed
51
Calls
$637M
Puts
$756M
Net Calls
-$119M
Net Calls Change
+$58.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$159M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$146M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$128M
5
WA
WestEnd Advisors
North Carolina
+$94.8M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$4.22B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$476M
3
ClearBridge Investments
ClearBridge Investments
New York
-$306M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$287M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
976
Perceptive Advisors
New York
$456K -$157K -1,115 -26%
WA
977
Wealth Architects
California
$456K -$282 -2 -0.1%
JIC
978
Joel Isaacson & Co
New York
$455K +$42.4K +300 +10%
NPC
979
National Planning Corporation
California
$454K +$216K +1,507 +90%
VFS
980
VSR Financial Services
Kansas
$451K -$159K -1,125 -26%
CL
981
Choreo LLC
Illinois
$450K +$111K +786 +33%
MI
982
Montage Investments
Kansas
$444K -$25.4K -180 -5%
FBFS
983
First Business Financial Services
Wisconsin
$443K -$53K -375 -11%
LWCFA
984
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$441K +$418K +2,960 +1,839%
MGIA
985
Moneta Group Investment Advisors
Missouri
$439K -$152K -1,075 -26%
BCP
986
Berkeley Capital Partners
Georgia
$437K -$94.7K -670 -18%
ICAS
987
Investors Capital Advisory Services
Massachusetts
$430K +$9.72K +69 +2%
SSIA
988
Spero-Smith Investment Advisers
Ohio
$429K -$56.4K -400 -12%
CCA
989
Cobblestone Capital Advisors
New York
$424K -$58.6K -415 -12%
DDPIC
990
Deroy & Devereaux Private Investment Counsel
Michigan
$424K – – –
BIC
991
Beach Investment Counsel
Pennsylvania
$424K – – –
DAM
992
Deimos Asset Management
New York
$424K +$424K +3,000 New
MFW
993
Mosaic Family Wealth
Missouri
$422K -$69.3K -490 -14%
HIM
994
Hillsdale Investment Management
Ontario, Canada
$419K -$28.2K -200 -6%
WA
995
WFG Advisors
Texas
$419K -$7.49K -53 -2%
Fisher Asset Management
996
Fisher Asset Management
Washington
$419K +$21.2K +151 +5%
HA
997
Harfst & Associates
Wyoming
$418K +$1.13K +8 +0.3%
HWA
998
Heritage Wealth Advisors
Virginia
$416K +$416K +2,956 New
CAM
999
Concorde Asset Management
Michigan
$414K -$21.6K -153 -5%
LJAC
1000
L.J. Altfest & Co
New York
$414K -$9.6K -68 -2%
38 39
40
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