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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 %
WP
1101
WMS Partners
Maryland
$650K +$155K +790 +31%
FP
1102
Foundry Partners
Minnesota
$649K – – –
TA
1103
Tiedemann Advisors
New York
$644K -$868K -5,533 -57%
PCM
1104
Perritt Capital Management
Illinois
$642K – – –
VWA
1105
V Wealth Advisors
Kansas
$641K +$156K +788 +32%
CHAM
1106
Clear Harbor Asset Management
Connecticut
$639K – – –
Lido Advisors
1107
Lido Advisors
California
$634K +$634K +3,018 New
RHBC
1108
R.H. Bluestein & Co
Michigan
$632K -$6.86K -35 -1%
SBSB
1109
Sullivan, Bruyette, Speros & Blaney
Virginia
$629K -$52.1K -266 -8%
FTI
1110
Fiduciary Trust International
Massachusetts
$629K – – –
HPWM
1111
Highland Private Wealth Management
Washington
$629K +$1.96K +10 +0.3%
TI
1112
Trexquant Investment
Connecticut
$628K -$117K -595 -16%
CC
1113
Cedar Capital
Illinois
$628K +$82.1K +419 +15%
CAMG
1114
CWA Asset Management Group
Florida
$625K -$43.1K -220 -6%
GCMG
1115
Gyroscope Capital Management Group
Florida
$624K -$38.8K -198 -6%
HT
1116
Heritage Trust
Oklahoma
$624K +$3.72K +19 +0.6%
CIM
1117
CIM Investment Management
Pennsylvania
$622K -$32.7K -167 -5%
WEC
1118
Winslow Evans & Crocker
Massachusetts
$615K -$262K -1,338 -30%
FP
1119
FDO Partners
Massachusetts
$612K +$612K +3,124 New
WA
1120
Wealth Architects
California
$611K -$1.57K -8 -0.3%
CANY
1121
Caxton Associates (New York)
New York
$607K +$607K +3,100 New
WPW
1122
Waldron Private Wealth
Pennsylvania
$604K +$172K +881 +40%
Members Trust
1123
Members Trust
Florida
$600K – – –
CPA
1124
Court Place Advisors
Maryland
$599K -$19.6K -100 -3%
DIA
1125
Denver Investment Advisors
Colorado
$599K – – –
43 44
45
46 47