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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 %
FHA
1176
First Horizon Advisors
Tennessee
$317K – – –
FCH
1177
Freestone Capital Holdings
Washington
$315K -$1.6K -10 -0.5%
AF
1178
Aldebaran Financial
$314K – – –
GBT
1179
Grove Bank & Trust
Florida
$314K +$196K +1,224 +166%
ACP
1180
Aveo Capital Partners
Colorado
$314K +$314K +1,963 New
SA
1181
Strategic Advisors
New York
$313K -$39.3K -246 -11%
IAA
1182
Ironsides Asset Advisors
North Carolina
$312K – – –
SCG
1183
Sonata Capital Group
Washington
$312K – – –
HH
1184
Hilltop Holdings
Texas
$310K +$4.8K +30 +2%
JSL
1185
JT Stratford LLC
Georgia
$310K +$310K +1,939 New
AIM
1186
Advantage Investment Management
Iowa
$309K -$48.5K -303 -14%
CNBT
1187
Canandaigua National Bank & Trust
New York
$309K – – –
HA
1188
Harfst & Associates
Wyoming
$308K -$166K -1,036 -35%
NHC
1189
Nicholas Hoffman & Company
Georgia
$308K +$28.4K +176 +10%
PHAM
1190
Palisades Hudson Asset Management
Florida
$306K – – –
NIMC
1191
NWQ Investment Management Company
California
$306K +$306K +1,912 New
LAIC
1192
Lederer & Associates Investment Counsel
California
$304K +$304K +1,897 New
NGA
1193
Naples Global Advisors
Florida
$303K -$8.01K -50 -3%
WA
1194
Waverly Advisors
Alabama
$303K +$303K +1,892 New
SGAM
1195
Steinberg Global Asset Management
Florida
$302K +$302K +1,886 New
DWM
1196
Darwin Wealth Management
Florida
$299K -$3.2K -20 -1%
LWCFA
1197
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$294K -$45.6K -285 -13%
PHK
1198
Point72 Hong Kong
Hong Kong
$292K +$292K +1,822 New
BO
1199
BRR OpCo
Ohio
$291K -$22.4K -140 -7%
RG
1200
Redmile Group
California
$291K – – –
46 47
48
49 50