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UnitedHealth
UNH

Overview Fund Activity

1,217 hedge funds and large institutions have $107B invested in UnitedHealth in 2016 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
–
Holders Change %
0%
% of All Funds
32.48%
Holding in Top 10
105
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+54.41%
% of All Funds
2.8%
New
90
Increased
468
Reduced
503
Closed
80
Calls
$665M
Puts
$842M
Net Calls
-$177M
Net Calls Change
+$4.88M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$229M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$205M
3
Dodge & Cox
Dodge & Cox
California
+$171M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$153M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$133M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$227M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$182M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$145M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$141M
5
State Street
State Street
Massachusetts
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
1026
Carnegie Investment Counsel
Ohio
$302K – – –
LCM
1027
Landscape Capital Management
New Jersey
$300K -$360K -2,792 -55%
KPCM
1028
Kings Point Capital Management
New York
$300K – – –
RCAMU
1029
Rothschild & Co Asset Management US
Connecticut
$300K +$300K +2,325 New
TCOT
1030
Trust Company of Toledo
Ohio
$299K – – –
JFA
1031
JNBA Financial Advisors
Minnesota
$299K +$1.55K +12 +0.5%
AI
1032
Accredited Investors
Minnesota
$299K +$12.9K +100 +5%
HCM
1033
Highbridge Capital Management
New York
$299K +$299K +2,318 New
AFP
1034
Ausdal Financial Partners
Iowa
$296K -$1.03K -8 -0.3%
IIM
1035
Intact Investment Management
Quebec, Canada
$296K – – –
OFS
1036
Orrstown Financial Services
Pennsylvania
$296K – – –
SIC
1037
Salem Investment Counselors
North Carolina
$293K – – –
SHWM
1038
Smith & Howard Wealth Management
Georgia
$293K +$15.3K +119 +6%
CGL
1039
Clarius Group LLC
Washington
$290K +$10.7K +83 +4%
PAS
1040
Park Avenue Securities
New York
$289K +$20.9K +161 +8%
LWAC
1041
Laurel Wealth Advisors (California)
California
$288K -$40K -310 -12%
BHA
1042
Beech Hill Advisors
New York
$288K -$35.5K -275 -11%
GIM
1043
Goelzer Investment Management
Indiana
$288K -$20.8K -162 -7%
IAA
1044
Ironsides Asset Advisors
North Carolina
$288K – – –
CIA
1045
Choate Investment Advisors
Massachusetts
$287K +$287K +2,224 New
SCM
1046
Stonebridge Capital Management
California
$286K – – –
BMC
1047
Benin Management Corp
Connecticut
$285K – – –
WF
1048
Welch & Forbes
Massachusetts
$279K -$3.99K -31 -1%
DMC
1049
Drexel Morgan & Co
Pennsylvania
$278K – – –
SWA
1050
Sutton Wealth Advisors
Florida
$274K +$274K +2,124 New
40 41
42
43 44