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UnitedHealth
UNH

Overview Fund Activity

1,673 hedge funds and large institutions have $185B invested in UnitedHealth in 2017 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 590 increasing their positions, 671 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+157
Holders Change %
+10.36%
% of All Funds
38%
Holding in Top 10
185
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+24.16%
% of All Funds
4.2%
New
233
Increased
590
Reduced
671
Closed
62
Calls
$807M
Puts
$1.81B
Net Calls
-$999M
Net Calls Change
-$521M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$472M
2
ECU
Egerton Capital (UK)
United Kingdom
+$369M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$349M
4
Goldman Sachs
Goldman Sachs
New York
+$307M
5
Deutsche Bank
Deutsche Bank
Germany
+$248M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$424M
2
ClearBridge Investments
ClearBridge Investments
New York
-$401M
3
Morgan Stanley
Morgan Stanley
New York
-$346M
4
BlackRock
BlackRock
New York
-$332M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
1026
Summit X LLC
Missouri
$1.33M +$110K +498 +9%
NAMA
1027
Nikko Asset Management Americas
New York
$1.33M – – –
BAAM
1028
Baker Avenue Asset Management
California
$1.33M +$112K +507 +9%
LMIM
1029
Lockheed Martin Investment Management
Maryland
$1.32M -$3.03M -13,750 -70%
BAS
1030
Brown Advisory Securities
Maryland
$1.32M -$25.3K -115 -2%
UR
1031
USCA RIA
Texas
$1.32M +$78.9K +358 +6%
SC
1032
Saturna Capital
Washington
$1.31M – – –
TSWM
1033
Triangle Securities Wealth Management
North Carolina
$1.31M -$16.5K -75 -1%
TNBTD
1034
Trustmark National Bank Trust Department
Mississippi
$1.31M +$194K +882 +17%
RWM
1035
RKL Wealth Management
Pennsylvania
$1.3M -$235K -1,064 -15%
PWMAG
1036
Pinnacle Wealth Management Advisory Group
New Jersey
$1.3M -$5.51K -25 -0.4%
IWP
1037
Icon Wealth Partners
Texas
$1.29M +$1.29M +5,865 New
EP
1038
Edgestream Partners
New Jersey
$1.29M -$1.44M -6,536 -53%
CA
1039
Cambridge Advisors
Nebraska
$1.29M – – –
CAN
1040
Claraphi Advisory Network
United States
$1.29M +$1.29M +5,849 New
KAS
1041
Kemnay Advisory Services
New York
$1.29M +$362K +1,641 +39%
SPC
1042
Stewart & Patten Company
California
$1.27M +$651K +2,952 +105%
TPWA
1043
TRUE Private Wealth Advisors
Oregon
$1.27M +$89.2K +405 +8%
HAG
1044
HighPoint Advisor Group
Illinois
$1.27M -$123K -541 -9%
CIC
1045
Carnegie Investment Counsel
Ohio
$1.26M -$35K -155 -3%
IFS
1046
Ifrah Financial Services
Arkansas
$1.25M +$3.53K +16 +0.3%
GBT
1047
Grove Bank & Trust
Florida
$1.25M +$122K +552 +11%
FMWA
1048
Forvis Mazars Wealth Advisors
Missouri
$1.25M +$42.5K +193 +4%
SB
1049
Simmons Bank
Arkansas
$1.25M +$60.9K +276 +5%
DCM
1050
Dynamic Capital Management
Jersey
$1.25M +$987K +4,475 +375%
40 41
42
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