UNH icon

UnitedHealth
UNH

Overview Fund Activity

1,273 hedge funds and large institutions have $115B invested in UnitedHealth in 2016 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 492 increasing their positions, 519 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
+12
Holders Change %
+0.95%
% of All Funds
34.02%
Holding in Top 10
99
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-19.51%
% of All Funds
2.65%
New
83
Increased
492
Reduced
519
Closed
54
Calls
$638M
Puts
$918M
Net Calls
-$281M
Net Calls Change
-$162M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$453M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$219M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$177M
5
AIM
abrdn Investment Management
United Kingdom
+$140M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$250M
2
FMI
Fiduciary Management Inc
Wisconsin
-$198M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$185M
4
Invesco
Invesco
Georgia
-$179M
5
Dodge & Cox
Dodge & Cox
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
1026
Stonebridge Capital Advisors
Minnesota
$365K -$109K -781 -23%
HPC
1027
HM Payson & Co
Maine
$365K – – –
IAMOG
1028
Investors Asset Management of Georgia
Georgia
$364K – – –
CCFCSB
1029
Cape Cod Five Cents Savings Bank
Massachusetts
$362K -$23.1K -165 -6%
CIC
1030
Carnegie Investment Counsel
Ohio
$361K – – –
CB
1031
Chemical Bank
Michigan
$361K +$6.17K +44 +2%
CAI
1032
Capital Advisors Inc
Oklahoma
$360K -$9.24K -66 -3%
CIP
1033
Convergence Investment Partners
Florida
$358K -$3.5K -25 -1%
TCOT
1034
Trust Company of Toledo
Ohio
$356K +$31.5K +225 +10%
NPC
1035
National Planning Corporation
California
$354K -$96.7K -681 -21%
NB
1036
Nicolet Bankshares
Wisconsin
$350K -$6.86K -49 -2%
FCCM
1037
First City Capital Management
Georgia
$350K – – –
WP
1038
WMS Partners
Maryland
$346K – – –
SCA
1039
STALEY CAPITAL ADVISERS
Pennsylvania
$342K – – –
AAS
1040
Annex Advisory Services
Wisconsin
$340K -$27.6K -197 -8%
SYBT
1041
Stock Yards Bank & Trust
Kentucky
$335K -$18.3K -131 -5%
SAMC
1042
Shinko Asset Management Company
Japan
$335K -$5.6K -40 -2%
AL
1043
Aspiriant LLC
California
$335K +$335K +2,395 New
PFC
1044
Phocas Financial Corp
California
$329K +$329K +2,348 New
IIM
1045
Intact Investment Management
Quebec, Canada
$322K – – –
CCM
1046
CrestPoint Capital Management
Missouri
$322K – – –
WP
1047
WealthSource Partners
California
$321K -$67.6K -483 -17%
RMDI
1048
R.M. Davis Inc
Maine
$320K -$42K -300 -12%
ZCA
1049
Zeke Capital Advisors
Pennsylvania
$318K +$318K +2,198 New
FHA
1050
First Horizon Advisors
Tennessee
$317K -$49.7K -351 -14%
40 41
42
43 44