UNH icon

UnitedHealth
UNH

Overview Fund Activity

1,261 hedge funds and large institutions have $117B invested in UnitedHealth in 2016 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 447 increasing their positions, 544 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,261
Holders Change
+44
Holders Change %
+3.62%
% of All Funds
33.7%
Holding in Top 10
123
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.14%
% of All Funds
3.29%
New
112
Increased
447
Reduced
544
Closed
51
Calls
$637M
Puts
$756M
Net Calls
-$119M
Net Calls Change
+$58.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$159M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$146M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$128M
5
WA
WestEnd Advisors
North Carolina
+$94.8M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$4.22B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$476M
3
ClearBridge Investments
ClearBridge Investments
New York
-$306M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$287M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMO
1026
Beck Mack & Oliver
New York
$381K -$3.1K -22 -0.8%
SRSA
1027
S.R. Schill & Associates
Washington
$377K -$2.12K -15 -0.6%
DA
1028
DSC Advisors
Illinois
$372K -$2.12K -15 -0.6%
CAI
1029
Capital Advisors Inc
Oklahoma
$372K +$20.2K +143 +6%
MCM
1030
McRae Capital Management
New Jersey
$371K +$35.3K +250 +11%
FWM
1031
Frontier Wealth Management
Missouri
$370K -$42.4K -300 -10%
AAS
1032
Annex Advisory Services
Wisconsin
$370K – – –
HPC
1033
HM Payson & Co
Maine
$369K +$3.53K +25 +1%
IAMOG
1034
Investors Asset Management of Georgia
Georgia
$367K – – –
FHA
1035
First Horizon Advisors
Tennessee
$365K -$36.2K -257 -9%
CIP
1036
Convergence Investment Partners
Florida
$365K -$8.34K -59 -2%
RMDI
1037
R.M. Davis Inc
Maine
$365K -$1.41K -10 -0.4%
NB
1038
Nicolet Bankshares
Wisconsin
$360K – – –
CB
1039
Chemical Bank
Michigan
$358K -$14.1K -100 -4%
SYBT
1040
Stock Yards Bank & Trust
Kentucky
$356K -$80.4K -571 -18%
AIM
1041
Advantage Investment Management
Iowa
$355K -$4.24K -30 -1%
PL
1042
Parkwood LLC
Ohio
$355K – – –
CBT
1043
Central Bank & Trust
Kentucky
$354K -$24.8K -176 -7%
SBSB
1044
Sullivan, Bruyette, Speros & Blaney
Virginia
$354K +$354K +2,504 New
FCCM
1045
First City Capital Management
Georgia
$353K – – –
MBT
1046
Montecito Bank & Trust
California
$349K -$16.9K -120 -5%
WP
1047
WMS Partners
Maryland
$349K – – –
LW
1048
Linscomb Wealth
Texas
$348K -$6.5K -46 -2%
TI
1049
Turner Investments
Pennsylvania
$346K +$346K +2,450 New
LA
1050
Lucus Advisors
New York
$345K -$223K -1,578 -39%
40 41
42
43 44