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 %
FPFS
1201
First Personal Financial Services
North Carolina
$77K +$71K +500 +1,190%
FMP
1202
Financial Management Professionals
Texas
$73K +$7.52K +54 +11%
PFSC
1203
Peoples Financial Services Corp
Pennsylvania
$71K – – –
CPA
1204
Cowen Prime Advisors
New York
$71K – – –
ZB
1205
Zions Bancorporation
Utah
$70K -$33.7K -241 -32%
QAM
1206
QCI Asset Management
New York
$70K -$3.55K -25 -5%
GI
1207
Gradient Investments
Minnesota
$66K +$9.83K +70 +18%
PCP
1208
Proficio Capital Partners
Massachusetts
$63K +$37.6K +262 +148%
CHP
1209
Cable Hill Partners
Oregon
$59K +$8.68K +60 +17%
MWM
1210
MinichMacGregor Wealth Management
New York
$58K -$563 -4 -1%
DPA
1211
Delphi Private Advisors
California
$56K +$2.27K +16 +4%
VNA
1212
Valley National Advisers
Pennsylvania
$53K +$426 +3 +0.8%
FPTW
1213
Franklin, Parlapiano, Turner & Welch
Texas
$46K -$19.1K -136 -29%
TFO
1214
Tarbox Family Office
California
$45K +$425 +3 +1%
TC
1215
Trust Company
Kansas
$42K – – –
AIM
1216
Acrospire Investment Management
Illinois
$42K – – –
PRS
1217
Pinkerton Retirement Specialists
Idaho
$40K +$40K +283 New
EWM
1218
Endurance Wealth Management
Rhode Island
$38K – – –
AP
1219
Atwood & Palmer
Missouri
$36K – – –
AWM
1220
AllSquare Wealth Management
New York
$36K – – –
CLOS
1221
Compagnie Lombard Odier SCmA
Switzerland
$35K -$19.6K -139 -36%
TCM
1222
Tradewinds Capital Management
Washington
$33K – – –
AC
1223
Alexandria Capital
Virginia
$33K +$3K +21 +10%
CIA
1224
Cascade Investment Advisors
Oregon
$31.8K +$31.8K +225 New
KLI
1225
Kelman-Lazarov Inc
Tennessee
$28.2K – – –
47 48
49
50 51