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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 %
CAM
1126
Cypress Asset Management
Texas
$459K -$41K -250 -8%
FFWA
1127
FRG Family Wealth Advisors
Washington
$458K – – –
NFG
1128
Next Financial Group
Texas
$457K -$286K -1,634 -38%
HPC
1129
HM Payson & Co
Maine
$456K +$27.1K +165 +6%
GRP
1130
Global Retirement Partners
California
$456K +$289K +1,761 +173%
GWS
1131
Glassman Wealth Services
Virginia
$455K +$300K +1,826 +193%
PFA
1132
Paradigm Financial Advisors
Missouri
$452K +$1.8K +11 +0.4%
HWA
1133
HCR Wealth Advisors
California
$450K -$31.1K -228 -6%
AFP
1134
Ausdal Financial Partners
Iowa
$446K -$10.7K -65 -2%
LWAC
1135
Laurel Wealth Advisors (California)
California
$445K +$44.3K +270 +11%
LCM
1136
Logan Capital Management
Pennsylvania
$445K +$110K +668 +33%
DLA
1137
Douglas Lane & Associates
New York
$443K -$62.1K -379 -12%
NL
1138
NWAM LLC
Washington
$440K +$5.25K +32 +1%
AC
1139
Abbrea Capital
California
$439K – – –
BMO
1140
Beck Mack & Oliver
New York
$438K -$6.57K -40 -1%
HIM
1141
Hillsdale Investment Management
Ontario, Canada
$438K – – –
BCP
1142
Berkeley Capital Partners
Georgia
$436K -$28.8K -176 -6%
RIM
1143
Rampart Investment Management
Connecticut
$434K +$434K +2,647 New
FFC
1144
First Financial Corp
Indiana
$430K -$47.9K -292 -10%
4IG
1145
440 Investment Group
Kansas
$424K +$424K +2,585 New
Marshall Wace
1146
Marshall Wace
United Kingdom
$422K -$118M -719,230 -100%
WSTAM
1147
Wilbanks Smith & Thomas Asset Management
Virginia
$422K -$8.86K -54 -2%
CAI
1148
Capital Advisors Inc
Oklahoma
$421K -$6.56K -40 -2%
TCM
1149
Tuttle Capital Management
Connecticut
$421K +$421K +2,572 New
BHBT
1150
Burke & Herbert Bank & Trust
Virginia
$420K -$19.7K -120 -4%
44 45
46
47 48