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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 %
PG
1076
PEAK6 Group
Illinois
$740K +$740K +3,780 New
BW
1077
Bison Wealth
Georgia
$726K -$87.4K -446 -11%
MFW
1078
Mosaic Family Wealth
Missouri
$725K +$146K +746 +25%
GWCM
1079
Godshalk Welsh Capital Management
Pennsylvania
$724K -$19.6K -100 -3%
QCG
1080
Quadrant Capital Group
Ohio
$723K -$33.1K -173 -4%
ASN
1081
Advisory Services Network
Georgia
$723K +$260K +1,325 +56%
TIA
1082
Tiemann Investment Advisors
California
$721K -$9.8K -50 -1%
LCC
1083
Lincoln Capital Corp
Rhode Island
$705K – – –
RMDI
1084
R.M. Davis Inc
Maine
$703K +$219K +1,117 +45%
BFC
1085
Blue Fin Capital
Rhode Island
$695K +$228K +1,165 +49%
BMCM
1086
Bryn Mawr Capital Management
Pennsylvania
$689K +$8.81K +45 +1%
MHS
1087
M Holdings Securities
Oregon
$689K +$9.01K +46 +1%
GRP
1088
Global Retirement Partners
California
$687K +$47.4K +242 +7%
FBFS
1089
First Business Financial Services
Wisconsin
$687K +$56.8K +290 +9%
DDPIC
1090
Deroy & Devereaux Private Investment Counsel
Michigan
$686K – – –
BIG
1091
Bellwether Investment Group
Tennessee
$681K -$14.5K -74 -2%
CL
1092
CPWM LLC
Washington
$678K -$366K -1,867 -35%
HFM
1093
Hartford Financial Management
Connecticut
$673K – – –
EIM
1094
Essex Investment Management
Massachusetts
$668K – – –
LCS
1095
Levin Capital Strategies
New York
$668K – – –
SFM
1096
Signature Financial Management
Virginia
$665K +$50.7K +295 +8%
BO
1097
Bank OZK
Arkansas
$659K -$58.7K -300 -8%
DT
1098
Diversified Trust
Tennessee
$658K -$183K -934 -22%
JIC
1099
Joel Isaacson & Co
New York
$658K +$392 +2 +0.1%
F
1100
Filament
Washington
$651K +$1.37K +7 +0.2%
42 43
44
45 46