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UnitedHealth
UNH

Overview Fund Activity

1,410 hedge funds and large institutions have $132B invested in UnitedHealth in 2016 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 496 increasing their positions, 557 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+137
Holders Change %
+10.76%
% of All Funds
35.3%
Holding in Top 10
151
Holding in Top 10 Change
+52
Holding in Top 10 Change %
+52.53%
% of All Funds
3.78%
New
202
Increased
496
Reduced
557
Closed
41
Calls
$961M
Puts
$1.3B
Net Calls
-$337M
Net Calls Change
-$56.7M

Top Buyers

1
State Street
State Street
Massachusetts
+$369M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$354M
3
Goldman Sachs
Goldman Sachs
New York
+$256M
4
AIM
abrdn Investment Management
United Kingdom
+$252M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$249M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.81B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$575M
3
Dodge & Cox
Dodge & Cox
California
-$530M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$304M
5
MTB
Mizuho Trust & Banking
Japan
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBA
1026
Letko, Brosseau & Associates
Quebec, Canada
$592K – – –
PFS
1027
Prospera Financial Services
Texas
$589K +$12.9K +80 +2%
AI
1028
Accredited Investors
Minnesota
$587K +$25.9K +162 +5%
GLI
1029
Guardian Life Insurance
New York
$584K +$13.1K +82 +2%
MC
1030
Miles Capital
Iowa
$579K -$198K -1,236 -25%
MHS
1031
M Holdings Securities
Oregon
$579K -$122K -765 -17%
KCM
1032
Kornitzer Capital Management
Kansas
$576K +$40K +250 +7%
ZIC
1033
ZWJ Investment Counsel
Georgia
$575K +$575K +3,595 New
HFM
1034
Hartford Financial Management
Connecticut
$571K – – –
HWA
1035
HCR Wealth Advisors
California
$564K +$564K +3,524 New
APP
1036
Avantax Planning Partners
Iowa
$563K +$563K +3,515 New
LCC
1037
Lincoln Capital Corp
Rhode Island
$562K +$562K +3,510 New
CT
1038
Chicago Trust
Illinois
$561K – – –
FMLI
1039
Fukoku Mutual Life Insurance
Japan
$560K – – –
CAMG
1040
CWA Asset Management Group
Florida
$559K -$8K -50 -1%
BL
1041
Balentine LLC
Georgia
$557K +$1.44K +9 +0.3%
SS
1042
Simplicity Solutions
Minnesota
$550K -$61.3K -383 -10%
LSA
1043
L & S Advisors
California
$548K -$3.33M -20,785 -86%
VIA
1044
Vantage Investment Advisors
Pennsylvania
$547K +$5.44K +34 +1%
CAM
1045
CG Asset Management
New York
$547K +$66.5K +415 +14%
KA
1046
Kovack Advisors
Florida
$547K +$282K +1,766 +107%
EIM
1047
Essex Investment Management
Massachusetts
$546K -$1.89M -11,817 -78%
KTC
1048
Kistler-Tiffany Companies
Pennsylvania
$543K -$31.7K -198 -6%
RHBC
1049
R.H. Bluestein & Co
Michigan
$539K – – –
AWM
1050
AE Wealth Management
Kansas
$539K +$539K +3,366 New
40 41
42
43 44