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UnitedHealth
UNH

Overview Fund Activity

1,448 hedge funds and large institutions have $137B invested in UnitedHealth in 2017 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 548 increasing their positions, 609 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,448
Holders Change
+38
Holders Change %
+2.7%
% of All Funds
36.1%
Holding in Top 10
125
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-17.22%
% of All Funds
3.12%
New
133
Increased
548
Reduced
609
Closed
79
Calls
$665M
Puts
$1.01B
Net Calls
-$340M
Net Calls Change
-$2.78M

Top Buyers

1
BlackRock
BlackRock
New York
+$10.8B
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
+$511M
3
Capital World Investors
Capital World Investors
California
+$476M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$456M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$224M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$391M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$304M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$211M
4
PPA
Parametric Portfolio Associates
Washington
-$176M
5
TCIM
TIAA CREF Investment Management
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAMOG
1151
Investors Asset Management of Georgia
Georgia
$418K +$20.5K +125 +5%
TCOT
1152
Trust Company of Toledo
Ohio
$417K – – –
CNC
1153
Citizens & Northern Corp
Pennsylvania
$414K -$23.8K -145 -5%
WP
1154
WMS Partners
Maryland
$412K +$1.97K +12 +0.5%
SFM
1155
Signet Financial Management
New Jersey
$412K +$412K +2,511 New
FCCM
1156
First City Capital Management
Georgia
$410K – – –
TSW
1157
Thompson Siegel & Walmsley
Virginia
$407K -$126K -769 -24%
SCA
1158
STALEY CAPITAL ADVISERS
Pennsylvania
$400K – – –
PCM
1159
Penserra Capital Management
California
$393K +$291K +1,777 +285%
BEAM
1160
Baker Ellis Asset Management
Washington
$392K -$49.2K -300 -11%
BB
1161
Bell Bank
North Dakota
$392K +$16.4K +100 +4%
WIM
1162
Westside Investment Management
California
$391K +$197K +1,190 +101%
JSL
1163
JT Stratford LLC
Georgia
$390K +$71.9K +438 +23%
SMG
1164
Spectrum Management Group
Indiana
$389K -$4.92K -30 -1%
ST
1165
Smithfield Trust
Pennsylvania
$387K -$58.8K -359 -13%
MWM
1166
Mission Wealth Management
California
$387K +$6.88K +42 +2%
CC
1167
Cedar Capital
Illinois
$386K -$23.5K -143 -6%
EWM
1168
Endurance Wealth Management
Rhode Island
$385K – – –
SA
1169
Strategic Advisors
New York
$384K +$62.7K +382 +20%
RFCA
1170
R&F Capital Advisors
New York
$384K +$384K +2,341 New
GAG
1171
GM Advisory Group
New York
$383K – – –
TG
1172
TLP Group
Illinois
$383K +$383K +2,338 New
RMDI
1173
R.M. Davis Inc
Maine
$371K -$7.71K -47 -2%
SWA
1174
Sutton Wealth Advisors
Florida
$369K +$22.8K +139 +7%
NB
1175
Nicolet Bankshares
Wisconsin
$369K -$41.1K -251 -10%
45 46
47
48 49