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UnitedHealth
UNH

Overview Fund Activity

1,410 hedge funds and large institutions have $132B invested in UnitedHealth in 2016 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 496 increasing their positions, 557 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+137
Holders Change %
+10.76%
% of All Funds
35.3%
Holding in Top 10
151
Holding in Top 10 Change
+52
Holding in Top 10 Change %
+52.53%
% of All Funds
3.78%
New
202
Increased
496
Reduced
557
Closed
41
Calls
$961M
Puts
$1.3B
Net Calls
-$337M
Net Calls Change
-$56.7M

Top Buyers

1
State Street
State Street
Massachusetts
$7.14B
2
Viking Global Investors
Viking Global Investors
Connecticut
$354M
3
Goldman Sachs
Goldman Sachs
New York
$744M
4
AIM
abrdn Investment Management
United Kingdom
$566M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$2.03B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$6.33B
2
Capital Research Global Investors
Capital Research Global Investors
California
$4.08B
3
Dodge & Cox
Dodge & Cox
California
$1.66B
4
Nordea Investment Management
Nordea Investment Management
Sweden
$542M
5
MTB
Mizuho Trust & Banking
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
1151
Convergence Investment Partners
Florida
$351K -$57.9K -362 -14%
SYBT
1152
Stock Yards Bank & Trust
Kentucky
$349K -$34K -213 -9%
DW
1153
Domani Wealth
Pennsylvania
$349K – – –
PAM
1154
Peak Asset Management
Colorado
$349K +$7.99K +50 +2%
BTIS
1155
BB&T Investment Services
North Carolina
$348K +$348K +2,168 New
MBTD
1156
Mechanics Bank - Trust Department
California
$347K – – –
BHA
1157
Beech Hill Advisors
New York
$345K – – –
DMC
1158
Drexel Morgan & Co
Pennsylvania
$345K – – –
BA
1159
Birinyi Associates
Connecticut
$344K -$288K -1,800 -46%
CGL
1160
Clarius Group LLC
Washington
$340K +$8.64K +54 +3%
OFW
1161
Omnia Family Wealth
Florida
$340K +$340K +2,122 New
SWA
1162
Sutton Wealth Advisors
Florida
$338K -$1.92K -12 -0.6%
BONST
1163
Bank of Nova Scotia Trust
Ontario, Canada
$336K – – –
TAM
1164
Trillium Asset Management
Massachusetts
$335K -$13.6K -85 -4%
GSBTD
1165
Glenview State Bank Trust Department
Illinois
$332K – – –
KCM
1166
Kanawha Capital Management
Virginia
$331K – – –
WPP
1167
Whalerock Point Partners
Rhode Island
$329K – – –
HHGA
1168
Halbert Hargrove Global Advisors
California
$329K +$6.24K +39 +2%
CWM
1169
Catamount Wealth Management
Connecticut
$328K +$328K +2,050 New
LCM
1170
Logan Capital Management
Pennsylvania
$327K +$93.6K +585 +40%
CG
1171
Cutler Group
California
$327K +$167K +1,049 +105%
CA
1172
Cornerstone Advisory
Maryland
$326K +$326K +2,037 New
JFA
1173
JNBA Financial Advisors
Minnesota
$323K -$232K -1,447 -42%
EFSCE
1174
Enterprise Financial Services Corp (EFSC)
Missouri
$323K +$27.1K +169 +9%
PAG
1175
Private Advisory Group
Washington
$320K +$320K +2,001 New
45 46
47
48 49