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UnitedHealth
UNH

Overview Fund Activity

1,261 hedge funds and large institutions have $117B invested in UnitedHealth in 2016 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 447 increasing their positions, 544 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,261
Holders Change
+44
Holders Change %
+3.62%
% of All Funds
33.7%
Holding in Top 10
123
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.14%
% of All Funds
3.29%
New
112
Increased
447
Reduced
544
Closed
51
Calls
$637M
Puts
$756M
Net Calls
-$119M
Net Calls Change
+$58.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$499M
2
Vanguard Group
Vanguard Group
Pennsylvania
$8.08B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$149M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$128M
5
WA
WestEnd Advisors
North Carolina
$94.8M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$49.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.68B
3
ClearBridge Investments
ClearBridge Investments
New York
$3.4B
4
AllianceBernstein
AllianceBernstein
Tennessee
$1.42B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$7.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
1151
Baldwin Wealth Partners
Massachusetts
$197K -$2.5M -17,688 -93%
FNB
1152
Farmers National Bank
Kentucky
$197K -$44.5K -315 -18%
TWA
1153
TCI Wealth Advisors
Arizona
$192K – – –
VCM
1154
Versant Capital Management
Arizona
$185K -$5.92K -42 -3%
ACM
1155
Armbruster Capital Management
New York
$184K – – –
OFS
1156
Orrstown Financial Services
Pennsylvania
$172K -$153K -1,084 -47%
NEAM
1157
New England Asset Management
Connecticut
$169K – – –
KKAMG
1158
Kernodle & Katon Asset Management Group
Arkansas
$158K – – –
CAL
1159
Capital Analysts LLC
Pennsylvania
$157K -$14K -99 -8%
IWM
1160
Integrated Wealth Management
California
$156K – – –
FI
1161
FCM Investments
Texas
$155K -$113K -800 -42%
NCMG
1162
NCM Capital Management Group
North Carolina
$155K -$7.05K -50 -4%
MCM
1163
MV Capital Management
Maryland
$154K – – –
KF
1164
Krilogy Financial
Missouri
$153K – – –
BFEC
1165
Benjamin F. Edwards & Company
Missouri
$153K +$73.2K +518 +92%
SC
1166
SRB Corp
Massachusetts
$152K -$9.88K -70 -6%
SI
1167
Sentry Investments
Ontario, Canada
$146K +$17.5K +123,600 +14%
WP
1168
WealthPLAN Partners
Nebraska
$143K +$143K +1,282 New
PG
1169
Patten Group
Tennessee
$141K -$70.6K -500 -33%
PFBT
1170
Parkside Financial Bank & Trust
Missouri
$140K +$33.5K +238 +31%
JCM
1171
Jacobi Capital Management
Pennsylvania
$140K +$140K +984 New
LWM
1172
LBA Wealth Management
Florida
$134K -$8.91K -63 -6%
DIA
1173
Davidson Investment Advisors
Montana
$134K – – –
HR
1174
Howe & Rusling
New York
$130K +$5.65K +40 +5%
IIC
1175
Integrated Investment Consultants
Michigan
$129K -$4.37K -31 -3%
45 46
47
48 49