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UnitedHealth
UNH

Overview Fund Activity

1,217 hedge funds and large institutions have $107B invested in UnitedHealth in 2016 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
–
Holders Change %
0%
% of All Funds
32.48%
Holding in Top 10
105
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+54.41%
% of All Funds
2.8%
New
90
Increased
468
Reduced
503
Closed
80
Calls
$665M
Puts
$842M
Net Calls
-$177M
Net Calls Change
+$4.88M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$229M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$205M
3
Dodge & Cox
Dodge & Cox
California
+$171M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$153M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$133M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$227M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$182M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$145M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$141M
5
State Street
State Street
Massachusetts
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1051
LVW Advisors
New York
$272K -$40K -311 -13%
BONST
1052
Bank of Nova Scotia Trust
Ontario, Canada
$271K – – –
AW
1053
Alpha Windward
Massachusetts
$268K -$11.7K -91 -4%
PI
1054
Pettee Investors
Connecticut
$267K – – –
KCM
1055
Kanawha Capital Management
Virginia
$267K – – –
S
1056
SignatureFD
Georgia
$267K +$70.3K +545 +36%
HIIFS
1057
Harel Insurance Investments & Financial Services
Israel
$262K -$2.58K -20 -1%
WPP
1058
Whalerock Point Partners
Rhode Island
$261K -$36K -280 -12%
FBNAT
1059
FirstMerit Bank N.A. Trustee
Ohio
$260K -$18.8K -146 -7%
CT
1060
Cambridge Trust
Massachusetts
$260K +$260K +2,020 New
SRAM
1061
Stone Ridge Asset Management
New York
$258K -$155K -1,200 -38%
GSBTD
1062
Glenview State Bank Trust Department
Illinois
$258K – – –
JGIA
1063
Jackson Grant Investment Advisers
Connecticut
$255K +$902 +7 +0.4%
AF
1064
Aldebaran Financial
$253K – – –
SCG
1065
Sonata Capital Group
Washington
$251K -$25.7K -200 -9%
AT
1066
Acadia Trust
Maine
$250K +$3.23K +25 +1%
MMA
1067
Miracle Mile Advisors
California
$249K +$249K +1,932 New
MWM
1068
Mission Wealth Management
California
$248K -$4.38K -34 -2%
PHAM
1069
Palisades Hudson Asset Management
Florida
$246K – – –
FI
1070
FCM Investments
Texas
$245K – – –
SAM
1071
SignalPoint Asset Management
Missouri
$242K +$645 +5 +0.3%
VWM
1072
Valley Wealth Managers
New Jersey
$241K +$241K +1,871 New
SC
1073
SouthState Corp
Florida
$240K +$240K +1,862 New
HAG
1074
HighPoint Advisor Group
Illinois
$239K +$239K +1,782 New
BO
1075
BRR OpCo
Ohio
$238K -$4.26K -33 -2%
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