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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 %
BAM
1001
Barrett Asset Management
New York
$672K -$128K -800 -16%
IR
1002
Invictus RG
Bermuda
$668K +$650K +4,062 +3,659%
SPIA
1003
Steward Partners Investment Advisory
New York
$668K +$668K +4,180 New
BO
1004
Bank OZK
Arkansas
$663K -$16K -100 -2%
CIM
1005
CenturyLink Investment Management
Colorado
$654K -$2.07M -12,935 -76%
RBC
1006
Ronald Blue & Co
Georgia
$652K +$19.4K +121 +3%
FAM
1007
Fortaleza Asset Management
Illinois
$651K -$473K -2,955 -42%
LCM
1008
LVM Capital Management
Michigan
$651K -$251K -1,569 -28%
NA
1009
NewEdge Advisors
Louisiana
$648K +$648K +4,023 New
MAA
1010
Matrix Asset Advisors
New York
$647K -$8.8K -55 -1%
QCG
1011
Quadrant Capital Group
Ohio
$641K +$8.83K +56 +1%
HI
1012
Horizon Investments
North Carolina
$638K +$638K +3,985 New
CCM
1013
Catawba Capital Management
Virginia
$635K +$32K +200 +5%
BBHC
1014
Brown Brothers Harriman & Co
New York
$634K – – –
CAM
1015
Carret Asset Management
New York
$632K -$8.01K -50 -1%
GWCM
1016
Godshalk Welsh Capital Management
Pennsylvania
$631K -$16K -100 -2%
Mackenzie Financial
1017
Mackenzie Financial
Ontario, Canada
$630K +$82.5K +515 +15%
GC
1018
Globeflex Capital
California
$627K – – –
PAS
1019
Park Avenue Securities
New York
$625K -$1.78K -11 -0.3%
DT
1020
Diversified Trust
Tennessee
$619K +$50.7K +317 +9%
CFA
1021
CT Financial Advisors
Pennsylvania
$616K +$160 +1 +0%
TIA
1022
Tiemann Investment Advisors
California
$613K -$136K -850 -18%
HPWM
1023
Highland Private Wealth Management
Washington
$610K +$610K +3,808 New
S
1024
SignatureFD
Georgia
$605K +$50.4K +315 +9%
PA
1025
Parallel Advisors
California
$605K +$605K +3,778 New
39 40
41
42 43