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UnitedHealth
UNH

Overview Fund Activity

1,673 hedge funds and large institutions have $185B invested in UnitedHealth in 2017 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 590 increasing their positions, 671 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+157
Holders Change %
+10.36%
% of All Funds
38%
Holding in Top 10
185
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+24.16%
% of All Funds
4.2%
New
233
Increased
590
Reduced
671
Closed
62
Calls
$807M
Puts
$1.81B
Net Calls
-$999M
Net Calls Change
-$521M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$472M
2
ECU
Egerton Capital (UK)
United Kingdom
+$369M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$349M
4
Goldman Sachs
Goldman Sachs
New York
+$307M
5
Deutsche Bank
Deutsche Bank
Germany
+$248M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$424M
2
ClearBridge Investments
ClearBridge Investments
New York
-$401M
3
Morgan Stanley
Morgan Stanley
New York
-$346M
4
BlackRock
BlackRock
New York
-$332M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
1151
GM Advisory Group
New York
$761K +$339K +1,539 +80%
HFM
1152
Hartford Financial Management
Connecticut
$758K – – –
TIA
1153
Tiemann Investment Advisors
California
$756K -$55.1K -250 -7%
CAMG
1154
CWA Asset Management Group
Florida
$754K +$50.7K +230 +7%
EIM
1155
Essex Investment Management
Massachusetts
$752K – – –
WA
1156
Wasatch Advisors
Utah
$747K +$490K +2,225 +191%
JIC
1157
Joel Isaacson & Co
New York
$741K +$441 +2 +0.1%
APP
1158
Avantax Planning Partners
Iowa
$738K -$385K -1,745 -34%
F
1159
Filament
Washington
$731K -$1.54K -7 -0.2%
VFA
1160
Valeo Financial Advisors
Indiana
$730K +$220K +1,000 +43%
EGM
1161
Engineers Gate Manager
New York
$722K -$724K -3,282 -50%
BFO
1162
Biltmore Family Office
North Carolina
$722K +$722K +3,275 New
JIP
1163
Jaffetilchin Investment Partners
Florida
$721K -$241K -1,092 -25%
CHAM
1164
Clear Harbor Asset Management
Connecticut
$720K – – –
HPWM
1165
Highland Private Wealth Management
Washington
$719K +$11.7K +53 +2%
WCM
1166
Whitener Capital Management
North Carolina
$716K +$716K +3,250 New
LWAC
1167
Laurel Wealth Advisors (California)
California
$712K +$175K +793 +33%
DTL
1168
Dynamic Technology Lab
Singapore
$709K -$829K -3,760 -54%
WPW
1169
Waldron Private Wealth
Pennsylvania
$709K +$28.2K +128 +4%
SBSB
1170
Sullivan, Bruyette, Speros & Blaney
Virginia
$708K – – –
GCMG
1171
Gyroscope Capital Management Group
Florida
$705K +$2.87K +13 +0.4%
HT
1172
Heritage Trust
Oklahoma
$703K – – –
BAM
1173
Belpointe Asset Management
Nevada
$699K +$85.9K +390 +14%
BWM
1174
Bernicke Wealth Management
Wisconsin
$693K +$45.4K +206 +7%
MIH
1175
Madison Investment Holdings
Wisconsin
$690K +$16.1K +73 +2%
45 46
47
48 49