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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 %
SBSB
1076
Sullivan, Bruyette, Speros & Blaney
Virginia
$492K +$4.81K +30 +1%
CAM
1077
Cypress Asset Management
Texas
$488K – – –
FBFS
1078
First Business Financial Services
Wisconsin
$487K -$15.2K -95 -3%
LJAC
1079
L.J. Altfest & Co
New York
$486K +$8.8K +55 +2%
DSC
1080
Duncker Streett & Co
Missouri
$483K +$160 +1 +0%
DDPIC
1081
Deroy & Devereaux Private Investment Counsel
Michigan
$480K – – –
BIC
1082
Beach Investment Counsel
Pennsylvania
$480K – – –
VFM
1083
Viking Fund Management
North Dakota
$480K +$480K +3,000 New
NPC
1084
National Planning Corporation
California
$474K +$73.7K +459 +18%
PI
1085
Pettee Investors
Connecticut
$472K – – –
PGFC
1086
Peapack-Gladstone Financial Corp
New Jersey
$467K +$112K +701 +32%
FFC
1087
First Financial Corp
Indiana
$467K -$113K -708 -20%
AF
1088
Affiance Financial
Minnesota
$467K – – –
LNC
1089
Lincoln National Corp
Pennsylvania
$464K -$42K -262 -8%
NFA
1090
Nuveen Fund Advisors
Illinois
$458K -$536K -3,349 -54%
BCP
1091
Berkeley Capital Partners
Georgia
$454K -$10.1K -63 -2%
DCM
1092
Driehaus Capital Management
Illinois
$453K +$453K +2,832 New
MFW
1093
Mosaic Family Wealth
Missouri
$451K -$16K -100 -3%
AFP
1094
Ausdal Financial Partners
Iowa
$445K +$24.6K +154 +6%
FFWA
1095
FRG Family Wealth Advisors
Washington
$444K – – –
GEA
1096
Glen Eagle Advisors
New Jersey
$441K +$441K +2,755 New
PFA
1097
Paradigm Financial Advisors
Missouri
$440K – – –
MBT
1098
Montecito Bank & Trust
California
$439K -$32.8K -205 -7%
CCFCSB
1099
Cape Cod Five Cents Savings Bank
Massachusetts
$436K +$22.7K +142 +5%
AAS
1100
Annex Advisory Services
Wisconsin
$435K +$46.4K +290 +12%
42 43
44
45 46