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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 %
BFEC
1201
Benjamin F. Edwards & Company
Missouri
$83K -$67.7K -486 -45%
PFO
1202
Pathstone Family Office
New Jersey
$82K +$82K +583 New
GAM
1203
Gemmer Asset Management
California
$81K – – –
JIM
1204
Jupiter Investment Management
United Kingdom
$80K -$16.2M -116,464 -100%
SFG
1205
SevenBridge Financial Group
Pennsylvania
$78K +$51.1K +379 +190%
KPCM
1206
Kings Point Capital Management
New York
$75K -$265K -1,896 -78%
GI
1207
Gradient Investments
Minnesota
$75K +$9.48K +68 +14%
CPA
1208
Cowen Prime Advisors
New York
$70K – – –
PCP
1209
Proficio Capital Partners
Massachusetts
$70K +$8.17K +58 +13%
QAM
1210
QCI Asset Management
New York
$69K – – –
FMP
1211
Financial Management Professionals
Texas
$65K -$7.47K -54 -10%
M
1212
MOTCO
Texas
$62K +$47K +335 +313%
CHP
1213
Cable Hill Partners
Oregon
$59K +$2.63K +19 +5%
MWM
1214
MinichMacGregor Wealth Management
New York
$56K -$828 -6 -1%
CP
1215
Corbenic Partners
Pennsylvania
$54K +$54K +385 New
VNA
1216
Valley National Advisers
Pennsylvania
$52K – – –
SIG
1217
Stanford Investment Group
California
$52K +$52K +371 New
FPTW
1218
Franklin, Parlapiano, Turner & Welch
Texas
$46K – – –
TFO
1219
Tarbox Family Office
California
$46K +$1.13K +8 +3%
FPB
1220
First PREMIER Bank
South Dakota
$42K +$42K +300 New
TC
1221
Trust Company
Kansas
$41K – – –
RBC
1222
Roble Belko & Company
Pennsylvania
$41K +$41K +290 New
EWM
1223
Endurance Wealth Management
Rhode Island
$38K – – –
TCM
1224
Tradewinds Capital Management
Washington
$38K +$5.01K +36 +15%
AWM
1225
AllSquare Wealth Management
New York
$36K – – –
47 48
49
50 51