UNH icon

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 %
AF
1176
Allworth Financial
California
$126K +$421 +3 +0.3%
ATC
1177
Adirondack Trust Company
New York
$124K +$17.5K +125 +16%
NC
1178
NewSquare Capital
Pennsylvania
$123K +$5.59K +40 +5%
IIC
1179
Integrated Investment Consultants
Michigan
$121K -$1.74K -13 -1%
MA
1180
MCF Advisors
Kentucky
$115K -$127K -902 -52%
EWM
1181
Elite Wealth Management
Washington
$114K +$114K +815 New
ACS
1182
Archford Capital Strategies
Illinois
$112K – – –
IUHSA
1183
Itau Unibanco Holding S.A.
Brazil
$111K +$111K +790 New
ZB
1184
Zions Bancorporation
Utah
$109K +$41.7K +310 +62%
GWS
1185
Glassman Wealth Services
Virginia
$106K – – –
FPFS
1186
First Personal Financial Services
North Carolina
$104K +$28K +200 +37%
VHAM
1187
Van Hulzen Asset Management
California
$103K – – –
GBT
1188
Grove Bank & Trust
Florida
$103K +$16.8K +120 +19%
TDC
1189
Thompson Davis & Co
Virginia
$101K -$10K -72 -9%
CFG
1190
CKW Financial Group
Hawaii
$98K +$14K +100 +17%
AIM
1191
Acrospire Investment Management
Illinois
$98K +$56K +400 +133%
TJHA
1192
Thomas J. Herzfeld Advisors
Florida
$97K +$421 +3 +0.4%
RFWA
1193
RPg Family Wealth Advisory
Massachusetts
$96.7K – – –
LNB
1194
Ledyard National Bank
$95K – – –
WA
1195
Winfield Associates
Ohio
$93K – – –
SHJ
1196
Sharkey, Howes & Javer
Colorado
$90K – – –
DBT
1197
Dubuque Bank & Trust
Iowa
$89K +$8.42K +60 +10%
CPP
1198
Crow Point Partners
Massachusetts
$88K +$88K +635 New
CCM
1199
Cribstone Capital Management
Maine
$86K -$8.32K -62 -9%
CA
1200
CapWealth Advisors
Tennessee
$85K – – –
46 47
48
49 50