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UnitedHealth
UNH

Overview Fund Activity

1,261 hedge funds and large institutions have $117B invested in UnitedHealth in 2016 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 447 increasing their positions, 544 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,261
Holders Change
+44
Holders Change %
+3.62%
% of All Funds
33.7%
Holding in Top 10
123
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.14%
% of All Funds
3.29%
New
112
Increased
447
Reduced
544
Closed
51
Calls
$637M
Puts
$756M
Net Calls
-$119M
Net Calls Change
+$58.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$161M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$159M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$146M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$128M
5
WA
WestEnd Advisors
North Carolina
+$94.8M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$4.22B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$476M
3
ClearBridge Investments
ClearBridge Investments
New York
-$306M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$287M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
1076
Meristem Family Wealth
Minnesota
$301K -$40.1K -284 -12%
SWA
1077
Sutton Wealth Advisors
Florida
$300K – – –
BONST
1078
Bank of Nova Scotia Trust
Ontario, Canada
$297K – – –
CNBT
1079
Canandaigua National Bank & Trust
New York
$293K -$50.4K -357 -15%
PI
1080
Pettee Investors
Connecticut
$293K – – –
KCM
1081
Kanawha Capital Management
Virginia
$292K – – –
JGIA
1082
Jackson Grant Investment Advisers
Connecticut
$289K +$10K +71 +4%
FBNAT
1083
FirstMerit Bank N.A. Trustee
Ohio
$285K – – –
SIG
1084
Schooner Investment Group
Pennsylvania
$282K -$282K -2,000 -50%
GSBTD
1085
Glenview State Bank Trust Department
Illinois
$282K – – –
AF
1086
Aldebaran Financial
$278K – – –
IAA
1087
Ironsides Asset Advisors
North Carolina
$275K -$39.8K -282 -13%
SCG
1088
Sonata Capital Group
Washington
$275K – – –
WF
1089
Welch & Forbes
Massachusetts
$274K -$32.1K -227 -10%
FCH
1090
Freestone Capital Holdings
Washington
$274K +$29.5K +209 +12%
PAM
1091
Peak Asset Management
Colorado
$273K +$273K +1,936 New
LWAC
1092
Laurel Wealth Advisors (California)
California
$271K -$44K -312 -14%
PHAM
1093
Palisades Hudson Asset Management
Florida
$270K – – –
HH
1094
Hilltop Holdings
Texas
$269K +$269K +1,906 New
AT
1095
Acadia Trust
Maine
$267K -$7.07K -50 -3%
DWM
1096
Darwin Wealth Management
Florida
$267K +$267K +1,889 New
MWM
1097
Mission Wealth Management
California
$266K -$5.79K -41 -2%
ST
1098
Smithfield Trust
Pennsylvania
$264K +$172K +1,223 +188%
CFP
1099
Cornerstone Financial Partners
North Carolina
$264K +$264K +1,862 New
HIIFS
1100
Harel Insurance Investments & Financial Services
Israel
$261K -$25.4K -180 -9%
42 43
44
45 46