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UnitedHealth
UNH

Overview Fund Activity

1,448 hedge funds and large institutions have $137B invested in UnitedHealth in 2017 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 548 increasing their positions, 609 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,448
Holders Change
+38
Holders Change %
+2.7%
% of All Funds
36.1%
Holding in Top 10
125
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-17.22%
% of All Funds
3.12%
New
133
Increased
548
Reduced
609
Closed
79
Calls
$665M
Puts
$1.01B
Net Calls
-$340M
Net Calls Change
-$2.78M

Top Buyers

1
BlackRock
BlackRock
New York
+$10.8B
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
+$511M
3
Capital World Investors
Capital World Investors
California
+$476M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$456M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$224M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$391M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$304M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$211M
4
PPA
Parametric Portfolio Associates
Washington
-$176M
5
TCIM
TIAA CREF Investment Management
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPWM
1101
Highland Private Wealth Management
Washington
$523K -$102K -622 -16%
WA
1102
Wealth Architects
California
$522K – – –
HT
1103
Heritage Trust
Oklahoma
$520K +$520K +3,168 New
CPA
1104
Court Place Advisors
Maryland
$518K -$4.27K -26 -0.8%
DIA
1105
Denver Investment Advisors
Colorado
$518K – – –
Members Trust
1106
Members Trust
Florida
$514K +$514K +3,137 New
VIA
1107
Vantage Investment Advisors
Pennsylvania
$504K -$56.6K -345 -10%
DSC
1108
Duncker Streett & Co
Missouri
$495K +$164 +1 +0%
SBSB
1109
Sullivan, Bruyette, Speros & Blaney
Virginia
$494K -$9.84K -60 -2%
KF
1110
Krilogy Financial
Missouri
$493K – – –
BIC
1111
Beach Investment Counsel
Pennsylvania
$492K – – –
VFM
1112
Viking Fund Management
North Dakota
$492K – – –
WEC
1113
Winslow Evans & Crocker
Massachusetts
$492K -$49.8K -304 -9%
JFG
1114
Jefferies Financial Group
New York
$491K +$491K +2,995 New
SOADOR
1115
State of Alaska Department of Revenue
Alaska
$488K -$476K -2,909 -49%
MFW
1116
Mosaic Family Wealth
Missouri
$485K +$23K +140 +5%
LJAC
1117
L.J. Altfest & Co
New York
$484K -$13.9K -85 -3%
PI
1118
Pettee Investors
Connecticut
$484K – – –
PIMJS
1119
PKO Investment Management Joint-Stock
Poland
$483K +$400K +2,436 +479%
SPC
1120
Stewart & Patten Company
California
$480K +$480K +2,925 New
AF
1121
Affiance Financial
Minnesota
$478K – – –
AIM
1122
Advantage Investment Management
Iowa
$466K +$150K +913 +47%
SFM
1123
Signature Financial Management
Virginia
$461K -$73K -445 -14%
GBT
1124
Grove Bank & Trust
Florida
$461K +$140K +851 +43%
GEA
1125
Glen Eagle Advisors
New Jersey
$459K +$5.27K +32 +1%
43 44
45
46 47