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UnitedHealth
UNH

Overview Fund Activity

1,273 hedge funds and large institutions have $115B invested in UnitedHealth in 2016 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 492 increasing their positions, 519 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
+12
Holders Change %
+0.95%
% of All Funds
34.02%
Holding in Top 10
99
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-19.51%
% of All Funds
2.65%
New
83
Increased
492
Reduced
519
Closed
54
Calls
$638M
Puts
$918M
Net Calls
-$281M
Net Calls Change
-$162M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$453M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$219M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$177M
5
AIM
abrdn Investment Management
United Kingdom
+$140M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$250M
2
FMI
Fiduciary Management Inc
Wisconsin
-$198M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$185M
4
Invesco
Invesco
Georgia
-$179M
5
Dodge & Cox
Dodge & Cox
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPBT
976
High Point Bank & Trust
North Carolina
$469K -$28K -200 -6%
KCM
977
Kornitzer Capital Management
Kansas
$469K – – –
ICOA
978
Investment Centers of America
North Dakota
$463K +$70.9K +505 +18%
SWM
979
SVA Wealth Management
Wisconsin
$461K +$61.6K +440 +15%
LCM
980
LVM Capital Management
Michigan
$461K +$122K +1,485 +36%
BJL
981
Brighton Jones LLC
Washington
$453K -$1.68K -12 -0.4%
CPA
982
Court Place Advisors
Maryland
$453K -$28K -200 -6%
PA
983
Perceptive Advisors
New York
$452K – – –
WA
984
Wealth Architects
California
$445K -$6.99K -50 -2%
TSW
985
Thompson Siegel & Walmsley
Virginia
$444K -$45.4K -325 -9%
DIA
986
Denver Investment Advisors
Colorado
$442K +$42K +300 +10%
LNC
987
Lincoln National Corp
Pennsylvania
$441K +$64.3K +460 +17%
FBFS
988
First Business Financial Services
Wisconsin
$439K – – –
MGIA
989
Moneta Group Investment Advisors
Missouri
$436K – – –
CC
990
Cedar Capital
Illinois
$435K -$95.6K -682 -18%
MI
991
Montage Investments
Kansas
$432K -$7.98K -57 -2%
KF
992
Krilogy Financial
Missouri
$431K +$279K +1,993 +184%
SSIA
993
Spero-Smith Investment Advisers
Ohio
$427K +$841 +6 +0.2%
CAM
994
Cypress Asset Management
Texas
$427K +$21K +150 +5%
SBSB
995
Sullivan, Bruyette, Speros & Blaney
Virginia
$426K +$75.3K +538 +21%
DSC
996
Duncker Streett & Co
Missouri
$423K +$15.4K +110 +4%
IA
997
Icon Advisers
Colorado
$420K -$4.37M -31,200 -91%
CAM
998
CG Asset Management
New York
$420K -$2.08M -14,855 -83%
BIC
999
Beach Investment Counsel
Pennsylvania
$420K – – –
DDPIC
1000
Deroy & Devereaux Private Investment Counsel
Michigan
$420K – – –
38 39
40
41 42