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UnitedHealth
UNH

Overview Fund Activity

1,673 hedge funds and large institutions have $185B invested in UnitedHealth in 2017 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 590 increasing their positions, 671 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+157
Holders Change %
+10.36%
% of All Funds
38%
Holding in Top 10
185
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+24.16%
% of All Funds
4.2%
New
233
Increased
590
Reduced
671
Closed
62
Calls
$807M
Puts
$1.81B
Net Calls
-$999M
Net Calls Change
-$521M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$472M
2
ECU
Egerton Capital (UK)
United Kingdom
+$369M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$349M
4
Goldman Sachs
Goldman Sachs
New York
+$307M
5
Deutsche Bank
Deutsche Bank
Germany
+$248M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$424M
2
ClearBridge Investments
ClearBridge Investments
New York
-$401M
3
Morgan Stanley
Morgan Stanley
New York
-$346M
4
BlackRock
BlackRock
New York
-$332M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
1101
SignatureFD
Georgia
$971K +$62K +281 +7%
PGWM
1102
Parisi Gray Wealth Management
New Jersey
$971K +$971K +4,391 New
CCP
1103
Corient Capital Partners
California
$969K +$31.3K +142 +3%
I
1104
IberiaBank
Louisiana
$966K -$24.1K -109 -2%
OC
1105
Oakworth Capital
Alabama
$960K -$11.9K -52 -1%
SC
1106
SouthState Corp
Florida
$957K -$63.8K -289 -6%
VWM
1107
Valley Wealth Managers
New Jersey
$937K -$24.3K -110 -3%
Verition Fund Management
1108
Verition Fund Management
Connecticut
$933K +$933K +4,230 New
THWM
1109
Taylor Hoffman Wealth Management
Virginia
$931K +$931K +4,221 New
OAM
1110
Oak Asset Management
California
$927K +$927K +4,206 New
HWA
1111
HCR Wealth Advisors
California
$921K +$10.3K +53 +1%
Cetera Investment Advisers
1112
Cetera Investment Advisers
Illinois
$919K +$44.2K +201 +5%
RMDI
1113
R.M. Davis Inc
Maine
$917K +$126K +571 +16%
BA
1114
Bristlecone Advisors
Washington
$909K +$5.95K +27 +0.7%
SIM
1115
SSI Investment Management
California
$908K -$119K -539 -12%
PC
1116
Passport Capital
California
$905K -$13.2M -59,989 -94%
OSAM
1117
O'Shaughnessy Asset Management
Connecticut
$901K -$11.5K -52 -1%
LWM
1118
Lyons Wealth Management
Florida
$901K +$901K +4,069 New
ACM
1119
Aviance Capital Management
Florida
$897K -$273K -1,239 -23%
RCC
1120
Red Cedar Capital
Nebraska
$896K +$896K +4,062 New
SWM
1121
SeaCrest Wealth Management
New York
$894K +$894K +4,054 New
CBN
1122
Cadence Bank NA
Texas
$885K -$17.4K -79 -2%
DSC
1123
Duncker Streett & Co
Missouri
$882K +$430K +1,951 +95%
CCG
1124
Ceeto Capital Group
Florida
$882K – – –
CAM
1125
Carret Asset Management
New York
$881K +$28.7K +130 +3%
43 44
45
46 47