UNH icon

UnitedHealth
UNH

Overview Fund Activity

1,273 hedge funds and large institutions have $115B invested in UnitedHealth in 2016 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 492 increasing their positions, 519 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
+12
Holders Change %
+0.95%
% of All Funds
34.02%
Holding in Top 10
99
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-19.51%
% of All Funds
2.65%
New
83
Increased
492
Reduced
519
Closed
54
Calls
$638M
Puts
$918M
Net Calls
-$281M
Net Calls Change
-$162M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$453M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$219M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$177M
5
AIM
abrdn Investment Management
United Kingdom
+$140M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$250M
2
FMI
Fiduciary Management Inc
Wisconsin
-$198M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$185M
4
Invesco
Invesco
Georgia
-$179M
5
Dodge & Cox
Dodge & Cox
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
1101
Smithfield Trust
Pennsylvania
$261K -$979 -7 -0.4%
BOH
1102
Bank of Hawaii
Hawaii
$261K +$50K +357 +24%
CFA
1103
Carroll Financial Associates
North Carolina
$260K +$15.1K +108 +6%
EFSCE
1104
Enterprise Financial Services Corp (EFSC)
Missouri
$259K +$7.57K +54 +3%
RG
1105
Redmile Group
California
$255K +$255K +1,820 New
KT
1106
Kanaly Trust
Texas
$248K – – –
AGM
1107
Alpine Global Management
New York
$248K +$248K +1,770 New
RWA
1108
River Wealth Advisors
Pennsylvania
$246K +$9.78K +70 +4%
CFP
1109
Cornerstone Financial Partners
North Carolina
$245K -$16K -114 -6%
AW
1110
Alpha Windward
Massachusetts
$243K -$12.3K -88 -5%
NHC
1111
Nicholas Hoffman & Company
Georgia
$242K +$22.5K +161 +10%
PMFA
1112
Plante Moran Financial Advisors
Michigan
$242K +$39.6K +282 +20%
FIMG
1113
Financial & Investment Management Group
Michigan
$241K – – –
AA
1114
Ancora Advisors
Ohio
$241K +$5.45K +39 +2%
SFM
1115
Sphera Funds Management
Israel
$238K +$238K +1,700 New
TIM
1116
Thompson Investment Management
Wisconsin
$237K – – –
AIM
1117
Aspen Investment Management
Michigan
$235K – – –
KA
1118
Kovack Advisors
Florida
$232K +$5.47K +39 +2%
NYLT
1119
New York Life Trust
New York
$232K +$121K +865 +109%
ISL
1120
Ingalls & Snyder LLC
New York
$231K +$231K +1,648 New
BIA
1121
Barry Investment Advisors
Massachusetts
$230K +$140 +1 +0.1%
CFA
1122
Cahill Financial Advisors
Minnesota
$230K +$840 +6 +0.4%
SMH
1123
Sanders Morris Harris
Texas
$224K -$167K -1,195 -43%
CAW
1124
Cornerstone Advisors (Washington)
Washington
$223K +$105K +748 +88%
BFO
1125
Boston Family Office
Massachusetts
$220K – – –
43 44
45
46 47