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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 %
AF
1001
Affiance Financial
Minnesota
$412K -$706 -5 -0.2%
FWM
1002
Focused Wealth Management
New York
$411K -$16.4K -116 -4%
DSC
1003
Duncker Streett & Co
Missouri
$411K – – –
CAM
1004
Cypress Asset Management
Texas
$409K – – –
Verition Fund Management
1005
Verition Fund Management
Connecticut
$409K +$409K +2,895 New
BHBT
1006
Burke & Herbert Bank & Trust
Virginia
$405K +$19.8K +140 +5%
DIA
1007
Denver Investment Advisors
Colorado
$404K -$97.6K -691 -19%
SWM
1008
SVA Wealth Management
Wisconsin
$403K -$77K -545 -16%
CRC
1009
Curi RMB Capital
Illinois
$400K -$8.75K -62 -2%
S
1010
SignatureFD
Georgia
$396K +$104K +738 +36%
SMH
1011
Sanders Morris Harris
Texas
$395K -$95.3K -674 -19%
RCAMU
1012
Rothschild & Co Asset Management US
Connecticut
$395K +$67K +475 +20%
ICOA
1013
Investment Centers of America
North Dakota
$393K -$336K -2,389 -46%
WP
1014
WealthSource Partners
California
$392K – – –
FFWA
1015
FRG Family Wealth Advisors
Washington
$392K – – –
AFP
1016
Ausdal Financial Partners
Iowa
$392K +$67.5K +478 +21%
NIMI
1017
Natixis Investment Managers International
France
$388K -$225K -1,596 -37%
PFA
1018
Paradigm Financial Advisors
Missouri
$388K – – –
CCFCSB
1019
Cape Cod Five Cents Savings Bank
Massachusetts
$388K +$53.6K +380 +16%
BEAM
1020
Baker Ellis Asset Management
Washington
$387K – – –
PAA
1021
Peregrine Asset Advisers
Oregon
$383K – – –
CNC
1022
Citizens & Northern Corp
Pennsylvania
$382K -$44.9K -318 -11%
CIC
1023
Carnegie Investment Counsel
Ohio
$382K +$49.6K +350 +15%
FTI
1024
Fiduciary Trust International
Massachusetts
$381K -$310K -2,200 -45%
LNC
1025
Lincoln National Corp
Pennsylvania
$381K -$8.48K -60 -2%
39 40
41
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