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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 %
MCM
1001
Moore Capital Management
New York
$420K +$420K +3,003 New
LJAC
1002
L.J. Altfest & Co
New York
$418K +$7.15K +51 +2%
HA
1003
Harfst & Associates
Wyoming
$414K – – –
MBT
1004
Montecito Bank & Trust
California
$413K +$66.5K +475 +19%
PI
1005
Pettee Investors
Connecticut
$413K +$123K +875 +42%
MFW
1006
Mosaic Family Wealth
Missouri
$408K -$9.66K -69 -2%
AF
1007
Affiance Financial
Minnesota
$408K – – –
FWM
1008
Focused Wealth Management
New York
$408K +$140 +1 +0%
PP
1009
Paloma Partners
Connecticut
$406K -$5.28M -37,744 -93%
BCP
1010
Berkeley Capital Partners
Georgia
$406K -$26.9K -192 -6%
BHBT
1011
Burke & Herbert Bank & Trust
Virginia
$403K +$1.68K +12 +0.4%
CCA
1012
Cobblestone Capital Advisors
New York
$402K -$18.2K -130 -4%
BEAM
1013
Baker Ellis Asset Management
Washington
$398K +$14K +100 +4%
FFWA
1014
FRG Family Wealth Advisors
Washington
$389K – – –
CCA
1015
Catalyst Capital Advisors
New York
$385K -$350K -2,500 -48%
PFA
1016
Paradigm Financial Advisors
Missouri
$385K – – –
FWM
1017
Frontier Wealth Management
Missouri
$381K +$14.7K +105 +4%
BMO
1018
Beck Mack & Oliver
New York
$379K +$1.12K +8 +0.3%
FTI
1019
Fiduciary Trust International
Massachusetts
$378K – – –
CNC
1020
Citizens & Northern Corp
Pennsylvania
$374K -$4.62K -33 -1%
SRSA
1021
S.R. Schill & Associates
Washington
$374K – – –
SLG
1022
Stanley-Laman Group
Pennsylvania
$372K +$31.9K +228 +9%
NL
1023
NWAM LLC
Washington
$372K +$159K +1,139 +75%
AFP
1024
Ausdal Financial Partners
Iowa
$368K -$20.4K -146 -5%
MCM
1025
McRae Capital Management
New Jersey
$367K – – –
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