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UnitedHealth
UNH

Overview Fund Activity

1,273 hedge funds and large institutions have $115B invested in UnitedHealth in 2016 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 492 increasing their positions, 519 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
+12
Holders Change %
+0.95%
% of All Funds
34.02%
Holding in Top 10
99
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-19.51%
% of All Funds
2.65%
New
83
Increased
492
Reduced
519
Closed
54
Calls
$638M
Puts
$918M
Net Calls
-$281M
Net Calls Change
-$162M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$453M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$219M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$177M
5
AIM
abrdn Investment Management
United Kingdom
+$140M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$250M
2
FMI
Fiduciary Management Inc
Wisconsin
-$198M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$185M
4
Invesco
Invesco
Georgia
-$179M
5
Dodge & Cox
Dodge & Cox
California
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNT
1151
Security National Trust
West Virginia
$176K -$28K -200 -14%
CAL
1152
Capital Analysts LLC
Pennsylvania
$170K +$14K +100 +9%
NEAM
1153
New England Asset Management
Connecticut
$168K – – –
PWM
1154
Perigon Wealth Management
California
$163K +$84.8K +605 +108%
KKAMG
1155
Kernodle & Katon Asset Management Group
Arkansas
$159K +$2.8K +20 +2%
IWM
1156
Integrated Wealth Management
California
$159K +$4.34K +31 +3%
PFBT
1157
Parkside Financial Bank & Trust
Missouri
$158K +$18.1K +129 +13%
ASN
1158
Advisory Services Network
Georgia
$154K -$496K -3,535 -76%
NCMG
1159
NCM Capital Management Group
North Carolina
$154K – – –
FI
1160
FCM Investments
Texas
$154K – – –
MCM
1161
MV Capital Management
Maryland
$153K – – –
JGIA
1162
Jackson Grant Investment Advisers
Connecticut
$152K -$134K -961 -47%
SC
1163
SRB Corp
Massachusetts
$151K – – –
SI
1164
Sentry Investments
Ontario, Canada
$151K +$5.85K +41,800 +4%
RA
1165
Rational Advisors
New York
$147K +$147K +1,051 New
BWP
1166
Baldwin Wealth Partners
Massachusetts
$145K -$50.6K -361 -26%
IPC
1167
Independent Portfolio Consultants
Florida
$141K +$119K +850 +531%
CG
1168
Cutler Group
California
$140K -$480K -3,429 -77%
WP
1169
WealthPLAN Partners
Nebraska
$140K -$37.6K -272 -21%
JCM
1170
Jacobi Capital Management
Pennsylvania
$136K – – –
PG
1171
Patten Group
Tennessee
$134K – – –
LWM
1172
LBA Wealth Management
Florida
$133K – – –
DIA
1173
Davidson Investment Advisors
Montana
$133K – – –
MIC
1174
MU Investments Company
Japan
$131K -$121K -880 -48%
BAM
1175
Bruderman Asset Management
New York
$127K +$41K +294 +48%
45 46
47
48 49