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UnitedHealth
UNH

Overview Fund Activity

1,217 hedge funds and large institutions have $107B invested in UnitedHealth in 2016 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
–
Holders Change %
0%
% of All Funds
32.48%
Holding in Top 10
105
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+54.41%
% of All Funds
2.8%
New
90
Increased
468
Reduced
503
Closed
80
Calls
$665M
Puts
$842M
Net Calls
-$177M
Net Calls Change
+$4.88M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$308M
2
Vanguard Group
Vanguard Group
Pennsylvania
$7.23B
3
Dodge & Cox
Dodge & Cox
California
$1.96B
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$927M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$829M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$192M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$620M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.71B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$6.8B
5
State Street
State Street
Massachusetts
$5.43B
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
1201
Camarda Financial Advisors
Florida
$5K +$5K +39 New
VIA
1202
Vident Investment Advisory
Georgia
$4.78K +$2.39K +18,550 +100%
SAM
1203
Solaris Asset Management
New York
$4K – – –
AA
1204
Apriem Advisors
California
$4K +$4K +28 New
FAM
1205
Formidable Asset Management
Ohio
$3K -$240K -2,000 -99%
UFA
1206
US Financial Advisors
Massachusetts
$3K -$5.63K -45 -65%
OSNBOA
1207
Old Second National Bank of Aurora
Illinois
$3K – – –
JWA
1208
JFS Wealth Advisors
Pennsylvania
$3K +$3K +24 New
LP
1209
LMR Partners
United Kingdom
$2.65K -$1.29K -10,020 -33%
SA
1210
SRH Advisors
Kansas
$2K – – –
CIM
1211
Contravisory Investment Management
Massachusetts
$2K – – –
BCFS
1212
Butensky & Cohen Financial Security
Florida
$2K – – –
WAMC
1213
Western Asset Management Company
California
$2K +$2K +9 New
HW
1214
Hancock Whitney
Mississippi
$1.58K -$16.8K -130,491 -91%
GBBWRPM
1215
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K – – –
ED
1216
Exane Derivatives
France
$387 – – –
EWM
1217
Endurance Wealth Management
Rhode Island
$35 – – –
PCM
1218
Penserra Capital Management
California
$6 -$1 -8 -13%
IG
1219
ING Group
Netherlands
– -$52M -442,097 Closed
RG
1220
Redmile Group
California
– -$22M -187,034 Closed
PHS
1221
PFM Health Sciences
California
– -$20.6M -174,697 Closed
EAM
1222
EverPoint Asset Management
Connecticut
– -$18.8M -160,000 Closed
ZDA
1223
Zweig-DiMenna Associates
New York
– -$16.3M -138,500 Closed
SCM
1224
Stevens Capital Management
Pennsylvania
– -$14.6M -123,932 Closed
Capital Fund Management (CFM)
1225
Capital Fund Management (CFM)
France
– -$13.4M -113,837 Closed
47 48
49
50 51