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UnitedHealth
UNH

Overview Fund Activity

1,516 hedge funds and large institutions have $165B invested in UnitedHealth in 2017 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 548 increasing their positions, 651 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,516
Holders Change
+31
Holders Change %
+2.09%
% of All Funds
37.85%
Holding in Top 10
149
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.97%
% of All Funds
3.72%
New
104
Increased
548
Reduced
651
Closed
57
Calls
$746M
Puts
$1.22B
Net Calls
-$478M
Net Calls Change
-$73.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$647M
2
Jennison Associates
Jennison Associates
New York
+$644M
3
LPC
Lone Pine Capital
Connecticut
+$528M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$461M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$436M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$428M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$390M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$321M
4
ClearBridge Investments
ClearBridge Investments
New York
-$300M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIH
1126
Madison Investment Holdings
Wisconsin
$598K – – –
SMG
1127
Spectrum Management Group
Indiana
$591K +$49.4K +252 +9%
BIC
1128
Beach Investment Counsel
Pennsylvania
$588K – – –
ICA
1129
Infrastructure Capital Advisors
New York
$588K +$588K +3,003 New
LJAC
1130
L.J. Altfest & Co
New York
$582K +$1.96K +10 +0.3%
PI
1131
Pettee Investors
Connecticut
$578K – – –
BWM
1132
Bernicke Wealth Management
Wisconsin
$576K +$75.5K +385 +15%
AF
1133
Affiance Financial
Minnesota
$571K – – –
FFWA
1134
FRG Family Wealth Advisors
Washington
$571K +$45.1K +230 +9%
SS
1135
Sunbelt Securities
Texas
$570K +$340K +1,738 +148%
MC
1136
Moors & Cabot
Massachusetts
$567K +$61.8K +316 +12%
AC
1137
Abbrea Capital
California
$566K +$37.2K +190 +7%
SFM
1138
Signet Financial Management
New Jersey
$565K +$73.1K +373 +15%
KA
1139
Kovack Advisors
Florida
$564K -$343K -1,751 -38%
SBA
1140
Seven Bridges Advisors
New York
$559K +$63.2K +323 +13%
DCM
1141
Driehaus Capital Management
Illinois
$556K -$134K -682 -19%
SPC
1142
Stewart & Patten Company
California
$552K – – –
WCA
1143
Westover Capital Advisors
Delaware
$552K +$293K +1,494 +113%
BAM
1144
Belpointe Asset Management
Nevada
$545K +$545K +2,782 New
FNBOO
1145
First National Bank of Omaha
Nebraska
$544K -$384K -1,959 -41%
GWS
1146
Glassman Wealth Services
Virginia
$544K – – –
SS
1147
Simplicity Solutions
Minnesota
$543K -$155K -793 -22%
WSTAM
1148
Wilbanks Smith & Thomas Asset Management
Virginia
$543K +$52.9K +270 +11%
SCA
1149
STALEY CAPITAL ADVISERS
Pennsylvania
$542K +$63.7K +325 +13%
BPCA
1150
Bank Pictet & Cie (Asia)
Singapore
$540K -$390K -1,990 -42%
44 45
46
47 48