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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 %
MGIA
1026
Moneta Group Investment Advisors
Missouri
$893K -$122K -621 -12%
KCM
1027
Kornitzer Capital Management
Kansas
$886K -$58.7K -300 -6%
BC
1028
Bartlett & Co
Ohio
$885K -$44.1K -225 -5%
SFG
1029
SevenBridge Financial Group
Pennsylvania
$884K +$84.2K +430 +11%
SSG
1030
Summit Securities Group
New York
$881K +$548K +2,800 +165%
BA
1031
Bridgewater Associates
Connecticut
$880K -$169K -865 -16%
PL
1032
Perpetual Ltd
Australia
$879K – – –
WA
1033
Waverly Advisors
Alabama
$876K -$22.9K -117 -3%
I
1034
IberiaBank
Louisiana
$876K +$33.4K +171 +4%
AI
1035
Accredited Investors
Minnesota
$875K +$30.7K +157 +4%
LCM
1036
LVM Capital Management
Michigan
$874K – – –
Wealth Enhancement Advisory Services
1037
Wealth Enhancement Advisory Services
Minnesota
$859K +$859K +4,336 New
JIP
1038
Jaffetilchin Investment Partners
Florida
$855K +$104K +530 +14%
VWM
1039
Valley Wealth Managers
New Jersey
$854K -$9.99K -51 -1%
OC
1040
Oakworth Capital
Alabama
$848K – – –
NAM
1041
NorthCoast Asset Management
Connecticut
$844K +$104K +532 +14%
ICOA
1042
Investment Centers of America
North Dakota
$839K +$45.6K +232 +6%
CCP
1043
Corient Capital Partners
California
$832K +$4.89K +25 +0.6%
RGNCM
1044
R.G. Niederhoffer Capital Management
New York
$823K +$823K +4,200 New
KAS
1045
Kemnay Advisory Services
New York
$822K +$253K +1,289 +44%
TRCT
1046
Tower Research Capital (TRC)
New York
$812K -$405K -2,068 -33%
OSAM
1047
O'Shaughnessy Asset Management
Connecticut
$811K +$10.6K +54 +1%
S
1048
SignatureFD
Georgia
$807K +$79.1K +404 +11%
HWA
1049
HCR Wealth Advisors
California
$807K +$215K +1,247 +36%
BA
1050
Bristlecone Advisors
Washington
$802K -$39.2K -200 -5%
40 41
42
43 44