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UnitedHealth
UNH

Overview Fund Activity

1,516 hedge funds and large institutions have $165B invested in UnitedHealth in 2017 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 548 increasing their positions, 651 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,516
Holders Change
+31
Holders Change %
+2.09%
% of All Funds
37.85%
Holding in Top 10
149
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.97%
% of All Funds
3.72%
New
104
Increased
548
Reduced
651
Closed
57
Calls
$746M
Puts
$1.22B
Net Calls
-$478M
Net Calls Change
-$73.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$647M
2
Jennison Associates
Jennison Associates
New York
+$644M
3
LPC
Lone Pine Capital
Connecticut
+$528M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$461M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$436M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$428M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$390M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$321M
4
ClearBridge Investments
ClearBridge Investments
New York
-$300M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
1001
TRUE Private Wealth Advisors
Oregon
$1.05M -$4.9K -25 -0.5%
WSCM
1002
Wellington Shields Capital Management
New York
$1.05M – – –
UR
1003
USCA RIA
Texas
$1.04M – – –
ACM
1004
Aviance Capital Management
Florida
$1.04M -$507K -2,589 -33%
NCM
1005
Northside Capital Management
Oregon
$1.04M – – –
WIA
1006
Westbourne Investment Advisors
Maryland
$1.04M -$1.96K -10 -0.2%
CIA
1007
Capital Investment Advisors
Georgia
$1.01M -$127K -649 -11%
FHA
1008
Flagship Harbor Advisors
Massachusetts
$1.01M +$20.4K +104 +2%
GBT
1009
Grove Bank & Trust
Florida
$1M +$40.9K +209 +4%
SLG
1010
Stanley-Laman Group
Pennsylvania
$1M +$38.4K +196 +4%
APP
1011
Avantax Planning Partners
Iowa
$998K +$79.3K +405 +9%
HSA
1012
HBK Sorce Advisory
Pennsylvania
$995K -$4.31K -22 -0.4%
TNBTD
1013
Trustmark National Bank Trust Department
Mississippi
$990K -$2.74M -14,012 -73%
SC
1014
Savant Capital
Illinois
$988K +$22.9K +117 +2%
FIM
1015
Freedom Investment Management
Connecticut
$987K -$94K -480 -9%
WMSA
1016
Weiss Multi-Strategy Advisers
New York
$979K -$24.1K -123 -2%
PRHC
1017
P.R. Herzig & Co
New York
$979K – – –
NJBEST
1018
New Jersey Better Educational Savings Trust
New Jersey
$979K +$392K +2,000 +67%
GP
1019
GLG Partners
United Kingdom
$979K +$979K +5,000 New
GG
1020
Gofen & Glossberg
Illinois
$969K -$92.7K -473 -9%
EHWM
1021
Eads & Heald Wealth Management
Georgia
$959K -$116K -593 -11%
BCM
1022
Becker Capital Management
Oregon
$956K +$658K +3,361 +221%
TF
1023
Tompkins Financial
New York
$941K +$30.4K +155 +3%
GC
1024
Globeflex Capital
California
$924K – – –
SIM
1025
SSI Investment Management
California
$916K +$98.6K +502 +12%
39 40
41
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