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UnitedHealth
UNH

Overview Fund Activity

1,410 hedge funds and large institutions have $132B invested in UnitedHealth in 2016 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 496 increasing their positions, 557 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+137
Holders Change %
+10.76%
% of All Funds
35.3%
Holding in Top 10
151
Holding in Top 10 Change
+52
Holding in Top 10 Change %
+52.53%
% of All Funds
3.78%
New
202
Increased
496
Reduced
557
Closed
41
Calls
$961M
Puts
$1.3B
Net Calls
-$337M
Net Calls Change
-$56.7M

Top Buyers

1
State Street
State Street
Massachusetts
+$369M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$354M
3
Goldman Sachs
Goldman Sachs
New York
+$256M
4
AIM
abrdn Investment Management
United Kingdom
+$252M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$249M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.81B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$575M
3
Dodge & Cox
Dodge & Cox
California
-$530M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$304M
5
MTB
Mizuho Trust & Banking
Japan
-$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
1126
Aspiriant LLC
California
$389K +$5.92K +37 +2%
IAMOG
1127
Investors Asset Management of Georgia
Georgia
$388K -$28K -175 -7%
DTL
1128
Dynamic Technology Lab
Singapore
$388K +$388K +2,427 New
SCA
1129
Stonebridge Capital Advisors
Minnesota
$386K -$31.4K -196 -8%
SMG
1130
Spectrum Management Group
Indiana
$384K +$384K +2,400 New
Cetera Investment Advisers
1131
Cetera Investment Advisers
Illinois
$376K +$59K +369 +19%
EWM
1132
Endurance Wealth Management
Rhode Island
$376K +$332K +2,075 +763%
GAG
1133
GM Advisory Group
New York
$374K +$374K +2,336 New
CFMC
1134
Curbstone Financial Management Corp
New Hampshire
$372K -$300K -1,875 -45%
MWM
1135
Mission Wealth Management
California
$371K +$69.6K +435 +23%
CLOS
1136
Compagnie Lombard Odier SCmA
Switzerland
$371K +$331K +2,070 +835%
SIC
1137
Salem Investment Counselors
North Carolina
$370K -$8.16K -51 -2%
RMDI
1138
R.M. Davis Inc
Maine
$370K +$3.85K +24 +1%
IIM
1139
Intact Investment Management
Quebec, Canada
$368K – – –
CCM
1140
CrestPoint Capital Management
Missouri
$368K – – –
SSG
1141
Summit Securities Group
New York
$368K +$368K +2,300 New
BB
1142
Bell Bank
North Dakota
$367K +$7.53K +47 +2%
WPW
1143
Waldron Private Wealth
Pennsylvania
$364K +$128K +804 +55%
HB
1144
Homrich & Berg
Georgia
$363K +$134K +839 +59%
CAM
1145
CMT Asset Management
Illinois
$362K +$362K +2,261 New
CIA
1146
Choate Investment Advisors
Massachusetts
$356K – – –
SCM
1147
Stonebridge Capital Management
California
$354K -$7.19K -45 -2%
BMC
1148
Benin Management Corp
Connecticut
$354K – – –
CBT
1149
Central Bank & Trust
Kentucky
$352K +$2.88K +18 +0.8%
HCM
1150
HM Capital Management
Missouri
$351K -$234K -1,456 -40%
44 45
46
47 48