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UnitedHealth
UNH

Overview Fund Activity

1,410 hedge funds and large institutions have $132B invested in UnitedHealth in 2016 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 496 increasing their positions, 557 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+137
Holders Change %
+10.76%
% of All Funds
35.3%
Holding in Top 10
151
Holding in Top 10 Change
+52
Holding in Top 10 Change %
+52.53%
% of All Funds
3.78%
New
202
Increased
496
Reduced
557
Closed
41
Calls
$961M
Puts
$1.3B
Net Calls
-$337M
Net Calls Change
-$56.7M

Top Buyers

1
State Street
State Street
Massachusetts
+$369M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$354M
3
Goldman Sachs
Goldman Sachs
New York
+$256M
4
AIM
abrdn Investment Management
United Kingdom
+$252M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$249M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.81B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$575M
3
Dodge & Cox
Dodge & Cox
California
-$530M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$304M
5
MTB
Mizuho Trust & Banking
Japan
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
976
TRUE Private Wealth Advisors
Oregon
$762K +$25.2K +155 +3%
VWM
977
Vector Wealth Management
Minnesota
$760K -$113K -709 -13%
NP
978
NorthRock Partners
Minnesota
$754K -$255K -1,590 -25%
BA
979
Bristlecone Advisors
Washington
$753K -$21.6K -135 -3%
SC
980
Savant Capital
Illinois
$749K +$76K +475 +11%
PTC
981
Private Trust Company
Ohio
$748K -$138K -863 -16%
TF
982
Tompkins Financial
New York
$748K -$77.6K -485 -9%
I
983
IberiaBank
Louisiana
$748K +$33.8K +211 +5%
BCMO
984
Buckingham Capital Management (Ohio)
Ohio
$744K +$30.4K +190 +4%
SB
985
Simmons Bank
Arkansas
$742K -$12.7K -79 -2%
SLG
986
Stanley-Laman Group
Pennsylvania
$739K +$313K +1,957 +74%
HSA
987
HBK Sorce Advisory
Pennsylvania
$736K -$26.1K -163 -3%
CCP
988
Corient Capital Partners
California
$735K +$29.4K +184 +4%
CBN
989
Cadence Bank NA
Texas
$731K +$80.4K +503 +12%
AAP
990
Ardsley Advisory Partners
Connecticut
$720K +$720K +4,500 New
SC
991
Saturna Capital
Washington
$717K – – –
ARMT
992
Amica Retiree Medical Trust
Rhode Island
$708K -$201K -1,254 -22%
CIC
993
Carnegie Investment Counsel
Ohio
$697K +$261K +1,609 +60%
AMCA
994
Arthur M. Cohen & Associates
Illinois
$686K +$686K +4,288 New
BW
995
Bison Wealth
Georgia
$685K +$4.16K +26 +0.6%
EP
996
Edgestream Partners
New Jersey
$682K -$2.93M -18,325 -81%
NFG
997
Next Financial Group
Texas
$680K +$3.36K +21 +0.5%
SIM
998
SSI Investment Management
California
$679K -$14.9K -93 -2%
OC
999
Oakworth Capital
Alabama
$675K – – –
CCG
1000
Cypress Capital Group
Florida
$674K -$9.29K -58 -1%
38 39
40
41 42