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UnitedHealth
UNH

Overview Fund Activity

1,485 hedge funds and large institutions have $156B invested in UnitedHealth in 2017 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 584 increasing their positions, 598 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,485
Holders Change
+37
Holders Change %
+2.56%
% of All Funds
37.08%
Holding in Top 10
152
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+21.6%
% of All Funds
3.8%
New
121
Increased
584
Reduced
598
Closed
71
Calls
$687M
Puts
$1.09B
Net Calls
-$405M
Net Calls Change
-$65.1M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$420M
2
LPC
Lone Pine Capital
Connecticut
+$316M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$295M
4
PPA
Parametric Portfolio Associates
Washington
+$276M
5
Jennison Associates
Jennison Associates
New York
+$269M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$511M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$244M
3
Capital World Investors
Capital World Investors
California
-$236M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$177M
5
ClearBridge Investments
ClearBridge Investments
New York
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
1126
HCR Wealth Advisors
California
$533K +$20.2K +130 +4%
SPC
1127
Stewart & Patten Company
California
$523K -$19.5K -105 -4%
WF
1128
Welch & Forbes
Massachusetts
$522K +$184K +993 +55%
CC
1129
Cedar Capital
Illinois
$517K +$80.4K +433 +18%
HPC
1130
HM Payson & Co
Maine
$515K – – –
GWS
1131
Glassman Wealth Services
Virginia
$515K +$557 +3 +0.1%
SMG
1132
Spectrum Management Group
Indiana
$513K +$73.3K +395 +17%
VIA
1133
Vantage Investment Advisors
Pennsylvania
$508K -$61.2K -330 -11%
CAM
1134
Cypress Asset Management
Texas
$501K -$18.6K -100 -4%
AC
1135
Abbrea Capital
California
$501K +$4.64K +25 +0.9%
PCM
1136
Penserra Capital Management
California
$500K +$55.6K +300 +13%
FFWA
1137
FRG Family Wealth Advisors
Washington
$498K -$16.7K -90 -3%
DLA
1138
Douglas Lane & Associates
New York
$489K -$12K -65 -2%
BMO
1139
Beck Mack & Oliver
New York
$489K -$6.12K -33 -1%
LWAC
1140
Laurel Wealth Advisors (California)
California
$485K -$17.6K -95 -3%
MC
1141
Moors & Cabot
Massachusetts
$480K -$120K -644 -20%
HCM
1142
HM Capital Management
Missouri
$480K +$78.5K +423 +20%
BHBT
1143
Burke & Herbert Bank & Trust
Virginia
$475K – – –
CIC
1144
Cornercap Investment Counsel
Georgia
$474K -$203K -1,095 -30%
BWM
1145
Bernicke Wealth Management
Wisconsin
$474K +$172K +927 +57%
IAMOG
1146
Investors Asset Management of Georgia
Georgia
$473K – – –
JSL
1147
JT Stratford LLC
Georgia
$471K +$30.1K +162 +7%
IFWM
1148
Institute for Wealth Management
Colorado
$471K +$471K +2,529 New
WP
1149
WMS Partners
Maryland
$469K +$3.71K +20 +0.8%
AAP
1150
Arax Advisory Partners
Colorado
$469K +$97.6K +527 +26%
44 45
46
47 48