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UnitedHealth
UNH

Overview Fund Activity

1,485 hedge funds and large institutions have $156B invested in UnitedHealth in 2017 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 584 increasing their positions, 598 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,485
Holders Change
+37
Holders Change %
+2.56%
% of All Funds
37.08%
Holding in Top 10
152
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+21.6%
% of All Funds
3.8%
New
121
Increased
584
Reduced
598
Closed
71
Calls
$687M
Puts
$1.09B
Net Calls
-$405M
Net Calls Change
-$65.1M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$420M
2
LPC
Lone Pine Capital
Connecticut
+$316M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$295M
4
PPA
Parametric Portfolio Associates
Washington
+$276M
5
Jennison Associates
Jennison Associates
New York
+$269M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$511M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$244M
3
Capital World Investors
Capital World Investors
California
-$236M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$177M
5
ClearBridge Investments
ClearBridge Investments
New York
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
UR
976
USCA RIA
Texas
$1.04M -$176K -950 -14%
FMWA
977
Forvis Mazars Wealth Advisors
Missouri
$1.04M +$42.3K +228 +4%
CIC
978
Carnegie Investment Counsel
Ohio
$1.04M -$4.25K -22 -0.4%
FIM
979
Freedom Investment Management
Connecticut
$1.02M -$306K -1,650 -23%
TIM
980
Tortoise Investment Management
New York
$1.02M – – –
EHWM
981
Eads & Heald Wealth Management
Georgia
$1.02M -$122K -656 -11%
NFC
982
Northeast Financial Consultants
Connecticut
$1.01M – – –
GG
983
Gofen & Glossberg
Illinois
$1.01M +$185 +1 +0%
TPWA
984
TRUE Private Wealth Advisors
Oregon
$999K +$31.3K +169 +3%
EB
985
Eastern Bank
Massachusetts
$998K – – –
BA
986
Bridgewater Associates
Connecticut
$993K -$3.07M -16,584 -76%
WSCM
987
Wellington Shields Capital Management
New York
$993K – – –
HAG
988
HighPoint Advisor Group
Illinois
$990K – – –
CL
989
CPWM LLC
Washington
$988K -$29.3K -158 -3%
WIA
990
Westbourne Investment Advisors
Maryland
$984K -$12.1K -65 -1%
NCM
991
Northside Capital Management
Oregon
$982K -$908K -4,900 -48%
BAAM
992
Baker Avenue Asset Management
California
$978K +$113K +610 +13%
BBHC
993
Brown Brothers Harriman & Co
New York
$971K +$80.1K +432 +9%
MGIA
994
Moneta Group Investment Advisors
Missouri
$960K -$23.2K -125 -2%
CAPTRUST Financial Advisors
995
CAPTRUST Financial Advisors
North Carolina
$959K +$959K +5,171 New
PA
996
Parallel Advisors
California
$957K +$83.2K +434 +10%
WMSA
997
Weiss Multi-Strategy Advisers
New York
$950K -$1.1M -5,940 -54%
HSA
998
HBK Sorce Advisory
Pennsylvania
$946K +$946K +5,100 New
FHA
999
Flagship Harbor Advisors
Massachusetts
$939K +$2.8K +15 +0.3%
PRHC
1000
P.R. Herzig & Co
New York
$927K – – –
38 39
40
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