UNH icon

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

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$49.4M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.68B
3
ClearBridge Investments
3
ClearBridge Investments
New York
$3.4B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.42B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
1176
Allworth Financial
California
$126K +$563 +4 +0.4%
NC
1177
NewSquare Capital
Pennsylvania
$119K -$11.9K -84 -9%
CAW
1178
Cornerstone Advisors (Washington)
Washington
$119K – – –
CA
1179
Commerzbank Aktiengesellschaft
Germany
$113K -$31.6K -224,053 -22%
ACS
1180
Archford Capital Strategies
Illinois
$113K +$113K +800 New
NYLT
1181
New York Life Trust
New York
$112K -$74.9K -528 -40%
TDC
1182
Thompson Davis & Co
Virginia
$112K +$141 +1 +0.1%
ATC
1183
Adirondack Trust Company
New York
$107K -$19.7K -140 -16%
GWS
1184
Glassman Wealth Services
Virginia
$107K – – –
VHAM
1185
Van Hulzen Asset Management
California
$104K +$104K +735 New
PHK
1186
Point72 Hong Kong
Hong Kong
$99K +$99K +700 New
CCM
1187
Cribstone Capital Management
Maine
$99K +$99K +703 New
RFWA
1188
RPg Family Wealth Advisory
Massachusetts
$97.6K -$7.48K -53 -7%
TJHA
1189
Thomas J. Herzfeld Advisors
Florida
$97K +$97K +689 New
LNB
1190
Ledyard National Bank
$96K – – –
MPWT
1191
MassMutual Private Wealth & Trust
Connecticut
$94.3K +$2.82K +20 +3%
WA
1192
Winfield Associates
Ohio
$94K +$707 +5 +0.8%
SHJ
1193
Sharkey, Howes & Javer
Colorado
$91K – – –
GBT
1194
Grove Bank & Trust
Florida
$87K +$3.39K +24 +4%
BAM
1195
Bruderman Asset Management
New York
$87K +$6.36K +45 +8%
CA
1196
CapWealth Advisors
Tennessee
$85K – – –
CFG
1197
CKW Financial Group
Hawaii
$85K – – –
GAM
1198
Gemmer Asset Management
California
$82K +$4.82K +34 +6%
DBT
1199
Dubuque Bank & Trust
Iowa
$81K -$13.7K -97 -14%
PWM
1200
Perigon Wealth Management
California
$79K +$79K +558 New
46 47
48
49 50