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UnitedHealth
UNH

Overview Fund Activity

1,448 hedge funds and large institutions have $137B invested in UnitedHealth in 2017 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 548 increasing their positions, 609 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,448
Holders Change
+38
Holders Change %
+2.7%
% of All Funds
36.1%
Holding in Top 10
125
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-17.22%
% of All Funds
3.12%
New
133
Increased
548
Reduced
609
Closed
79
Calls
$665M
Puts
$1.01B
Net Calls
-$340M
Net Calls Change
-$2.78M

Top Buyers

1
BlackRock
BlackRock
New York
+$10.8B
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
+$511M
3
Capital World Investors
Capital World Investors
California
+$476M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$456M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$224M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$391M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$304M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$211M
4
PPA
Parametric Portfolio Associates
Washington
-$176M
5
TCIM
TIAA CREF Investment Management
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
976
Tortoise Investment Management
New York
$902K -$65.6K -400 -7%
CL
977
CPWM LLC
Washington
$900K -$389K -2,373 -30%
FPA
978
Fieldpoint Private Advisors
New York
$899K – – –
FFEC
979
First Financial Equity Corporation
Arizona
$899K +$899K +5,478 New
NFC
980
Northeast Financial Consultants
Connecticut
$896K – – –
PM
981
Parametrica Management
Hong Kong
$896K +$896K +5,465 New
GG
982
Gofen & Glossberg
Illinois
$889K -$10K -61 -1%
SSG
983
Summit Securities Group
New York
$887K +$510K +3,111 +135%
EB
984
Eastern Bank
Massachusetts
$883K +$8.36K +51 +1%
WIA
985
Westbourne Investment Advisors
Maryland
$881K -$120K -730 -12%
FMWA
986
Forvis Mazars Wealth Advisors
Missouri
$881K +$10.2K +62 +1%
WSCM
987
Wellington Shields Capital Management
New York
$879K – – –
CM
988
Crestline Management
Texas
$873K +$873K +5,325 New
MGIA
989
Moneta Group Investment Advisors
Missouri
$870K -$19.8K -121 -2%
GT
990
Greenleaf Trust
Michigan
$869K +$31.8K +194 +4%
AAS
991
Annex Advisory Services
Wisconsin
$868K +$422K +2,573 +95%
TPWA
992
TRUE Private Wealth Advisors
Oregon
$866K +$88.4K +533 +11%
ACI
993
Alpha Cubed Investments
California
$853K -$960K -5,847 -53%
ASN
994
Advisory Services Network
Georgia
$842K +$842K +5,135 New
BCMO
995
Buckingham Capital Management (Ohio)
Ohio
$841K +$77.9K +475 +10%
Koshinski Asset Management
996
Koshinski Asset Management
Illinois
$830K -$28.5K -174 -3%
FHA
997
Flagship Harbor Advisors
Massachusetts
$823K +$276K +1,684 +51%
PRHC
998
P.R. Herzig & Co
New York
$820K – – –
NAMA
999
Nikko Asset Management Americas
New York
$820K – – –
SC
1000
Savant Capital
Illinois
$816K +$48.2K +294 +6%
38 39
40
41 42