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UnitedHealth
UNH

Overview Fund Activity

1,516 hedge funds and large institutions have $165B invested in UnitedHealth in 2017 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 548 increasing their positions, 651 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,516
Holders Change
+31
Holders Change %
+2.09%
% of All Funds
37.85%
Holding in Top 10
149
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.97%
% of All Funds
3.72%
New
104
Increased
548
Reduced
651
Closed
57
Calls
$746M
Puts
$1.22B
Net Calls
-$478M
Net Calls Change
-$73.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$809M
2
Jennison Associates
Jennison Associates
New York
$1.09B
3
LPC
Lone Pine Capital
Connecticut
$862M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.2B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$691M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
$608M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.5B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$6.9B
4
ClearBridge Investments
ClearBridge Investments
New York
$3.86B
5
Capital Research Global Investors
Capital Research Global Investors
California
$4.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
1176
NorthRock Partners
Minnesota
$478K +$175K +888 +58%
LWAC
1177
Laurel Wealth Advisors (California)
California
$477K -$35.2K -180 -7%
PFA
1178
Paradigm Financial Advisors
Missouri
$472K – – –
WIM
1179
Westside Investment Management
California
$472K +$7.26K +37 +2%
BCP
1180
Berkeley Capital Partners
Georgia
$471K -$22.9K -117 -5%
EMG
1181
Ellington Management Group
Connecticut
$470K +$39.2K +200 +9%
ST
1182
Smithfield Trust
Pennsylvania
$467K -$9.4K -48 -2%
HPC
1183
HM Payson & Co
Maine
$464K -$79.9K -408 -15%
BMM
1184
Buffington Mohr McNeal
Idaho
$454K -$213K -1,004 -32%
TSW
1185
Thompson Siegel & Walmsley
Virginia
$453K -$22.5K -115 -5%
VFA
1186
Valeo Financial Advisors
Indiana
$453K +$453K +2,313 New
CNBT
1187
Canandaigua National Bank & Trust
New York
$450K +$17.4K +89 +4%
SM
1188
Sciencast Management
New Jersey
$446K +$446K +2,112 New
FFC
1189
First Financial Corp
Indiana
$445K -$40.2K -205 -8%
MBTD
1190
Mechanics Bank - Trust Department
California
$445K +$19.6K +100 +5%
DW
1191
Domani Wealth
Pennsylvania
$440K – – –
MWM
1192
Mission Wealth Management
California
$436K -$13.9K -71 -3%
GXMC
1193
Global X Management Company
New York
$435K -$1.74M -8,900 -80%
BB
1194
Bell Bank
North Dakota
$433K -$24.5K -125 -5%
BMC
1195
Benin Management Corp
Connecticut
$433K +$433K +2,209 New
MC
1196
Miles Capital
Iowa
$431K -$287K -1,468 -40%
GLI
1197
Guardian Life Insurance
New York
$430K +$3.52K +18 +0.8%
WPP
1198
Whalerock Point Partners
Rhode Island
$428K – – –
SWA
1199
Sutton Wealth Advisors
Florida
$420K – – –
SYBT
1200
Stock Yards Bank & Trust
Kentucky
$419K -$5.88K -30 -1%
46 47
48
49 50