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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
$499M
2
Vanguard Group
Vanguard Group
Pennsylvania
$8.08B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$149M
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
$49.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.68B
3
ClearBridge Investments
ClearBridge Investments
New York
$3.4B
4
AllianceBernstein
AllianceBernstein
Tennessee
$1.42B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$7.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1101
SouthState Corp
Florida
$259K -$4.1K -29 -2%
BO
1102
BRR OpCo
Ohio
$259K -$1.7K -12 -0.7%
AW
1103
Alpha Windward
Massachusetts
$258K -$36.6K -259 -12%
WPW
1104
Waldron Private Wealth
Pennsylvania
$258K +$258K +1,829 New
MIC
1105
MU Investments Company
Japan
$257K -$197K -1,400 -43%
NGA
1106
Naples Global Advisors
Florida
$256K -$113K -802 -31%
TC
1107
TradeLink Capital
Illinois
$255K +$255K +1,805 New
EFSCE
1108
Enterprise Financial Services Corp (EFSC)
Missouri
$253K – – –
VWM
1109
Valley Wealth Managers
New Jersey
$251K -$13K -92 -5%
KT
1110
Kanaly Trust
Texas
$250K +$1.55K +11 +0.6%
CFA
1111
Carroll Financial Associates
North Carolina
$247K +$28.2K +200 +13%
FIMG
1112
Financial & Investment Management Group
Michigan
$243K – – –
MA
1113
MCF Advisors
Kentucky
$243K +$108K +763 +80%
GXMC
1114
Global X Management Company
New York
$240K +$111K +786 +86%
TIM
1115
Thompson Investment Management
Wisconsin
$239K -$3.82K -27 -2%
RWA
1116
River Wealth Advisors
Pennsylvania
$239K – – –
AA
1117
Ancora Advisors
Ohio
$238K +$238K +1,685 New
AIM
1118
Aspen Investment Management
Michigan
$237K -$24K -170 -9%
RT
1119
Rockland Trust
Massachusetts
$234K +$234K +1,657 New
CFA
1120
Cahill Financial Advisors
Minnesota
$232K -$1.7K -12 -0.7%
BIA
1121
Barry Investment Advisors
Massachusetts
$232K – – –
KA
1122
Kovack Advisors
Florida
$228K +$228K +1,615 New
QAM
1123
Quantres Asset Management
Cayman Islands
$226K +$226K +1,600 New
NHC
1124
Nicholas Hoffman & Company
Georgia
$222K +$222K +1,571 New
BFO
1125
Boston Family Office
Massachusetts
$222K +$222K +1,575 New
43 44
45
46 47