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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 %
FP
1001
Foundry Partners
Minnesota
$814K -$348K -2,125 -30%
CL
1002
Choreo LLC
Illinois
$814K -$492 -3 -0.1%
SFSG
1003
Stearns Financial Services Group
North Carolina
$813K -$6.89K -42 -0.8%
SLG
1004
Stanley-Laman Group
Pennsylvania
$811K +$54K +329 +7%
MI
1005
Markston International
New York
$805K – – –
PL
1006
Perpetual Ltd
Australia
$796K – – –
BBHC
1007
Brown Brothers Harriman & Co
New York
$788K +$138K +842 +21%
PA
1008
Parallel Advisors
California
$786K +$134K +779 +21%
SC
1009
SouthState Corp
Florida
$785K +$491K +2,990 +167%
GC
1010
Globeflex Capital
California
$774K +$131K +800 +20%
BA
1011
Bristlecone Advisors
Washington
$772K – – –
KCM
1012
Kornitzer Capital Management
Kansas
$771K +$180K +1,100 +31%
TF
1013
Tompkins Financial
New York
$766K – – –
BAAM
1014
Baker Avenue Asset Management
California
$765K +$765K +4,663 New
NA
1015
NewEdge Advisors
Louisiana
$763K +$99.2K +601 +15%
BC
1016
Bartlett & Co
Ohio
$762K -$24.6K -150 -3%
BPCE
1017
Bank Pictet & Cie (Europe)
Germany
$754K -$40.3K -246 -5%
SB
1018
Simmons Bank
Arkansas
$749K -$11.5K -70 -2%
PFS
1019
Prospera Financial Services
Texas
$745K +$143K +871 +24%
WA
1020
Waverly Advisors
Alabama
$738K +$428K +2,607 +138%
SC
1021
Saturna Capital
Washington
$735K – – –
RBC
1022
Ronald Blue & Co
Georgia
$726K +$57.6K +351 +9%
CCP
1023
Corient Capital Partners
California
$721K -$32.1K -196 -4%
SFS
1024
Sowell Financial Services
Arkansas
$716K +$462K +2,628 +181%
HM
1025
Harvest Management
New York
$711K +$711K +4,334 New
39 40
41
42 43