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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 %
SMC
1126
Smith, Moore & Co
Missouri
$220K +$14.2K +101 +7%
WSTAM
1127
Wilbanks Smith & Thomas Asset Management
Virginia
$219K +$219K +1,564 New
BPB
1128
Badgley, Phelps & Bell
Washington
$217K +$12.8K +91 +6%
IP
1129
Investment Partners
Ohio
$217K +$217K +1,553 New
BCM
1130
Becker Capital Management
Oregon
$216K +$9.54K +68 +5%
SC
1131
SouthState Corp
Florida
$214K -$42.2K -302 -16%
OAM
1132
Occidental Asset Management
California
$214K – – –
ACM
1133
Alpha Capital Management
Texas
$214K +$214K +1,531 New
FANJ
1134
Financial Architects (New Jersey)
New Jersey
$213K -$5.18K -37 -2%
AAM
1135
Aureus Asset Management
Massachusetts
$212K +$212K +1,512 New
HAIM
1136
Hunter Associates Investment Management
Pennsylvania
$210K – – –
BBNB
1137
Baker Boyer National Bank
Washington
$207K +$207K +1,476 New
HIIFS
1138
Harel Insurance Investments & Financial Services
Israel
$206K -$53.3K -380 -21%
WPW
1139
Waldron Private Wealth
Pennsylvania
$206K -$49.6K -355 -19%
NED
1140
Nancy E. Dempze
$206K – – –
LCM
1141
Logan Capital Management
Pennsylvania
$204K – – –
RMCM
1142
Reynders McVeigh Capital Management
Massachusetts
$204K +$5.17K +37 +3%
LA
1143
LVW Advisors
New York
$204K +$204K +1,458 New
1SB
1144
1ST Source Bank
Indiana
$203K – – –
CCMD
1145
Cypress Capital Management (Delaware)
Delaware
$201K +$201K +1,435 New
HB
1146
Homrich & Berg
Georgia
$200K +$200K +1,431 New
TWA
1147
TCI Wealth Advisors
Arizona
$199K +$8.7K +62 +5%
BCM
1148
Bluefin Capital Management
New York
$188K -$715K -5,098 -79%
VCM
1149
Versant Capital Management
Arizona
$184K +$976 +7 +0.5%
ACM
1150
Armbruster Capital Management
New York
$182K – – –
44 45
46
47 48