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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 %
CNB
1201
Camden National Bank
Maine
$290K +$290K +1,813 New
SC
1202
SouthState Corp
Florida
$287K +$41.8K +261 +17%
EA
1203
Edge Advisors
Georgia
$285K +$285K +1,785 New
KT
1204
Kanaly Trust
Texas
$284K – – –
MFW
1205
Meristem Family Wealth
Minnesota
$280K -$68.3K -427 -20%
HFM
1206
Harvest Fund Management
China
$280K +$280K +1,749 New
CCA
1207
Cobblestone Capital Advisors
New York
$275K -$185K -1,155 -40%
WF
1208
Welch & Forbes
Massachusetts
$275K -$35.2K -220 -11%
CAW
1209
Cornerstone Advisors (Washington)
Washington
$275K +$19.8K +124 +8%
AW
1210
Alpha Windward
Massachusetts
$272K -$5.92K -37 -2%
SFM
1211
Sphera Funds Management
Israel
$272K – – –
RCM
1212
RB Capital Management
Nevada
$270K +$270K +1,689 New
DA
1213
DSC Advisors
Illinois
$269K -$67.7K -423 -20%
AIM
1214
Aspen Investment Management
Michigan
$269K – – –
RWA
1215
River Wealth Advisors
Pennsylvania
$268K -$13.6K -85 -5%
LW
1216
Linscomb Wealth
Texas
$265K -$78.7K -491 -23%
Lido Advisors
1217
Lido Advisors
California
$264K -$88.8K -554 -25%
CFA
1218
Cahill Financial Advisors
Minnesota
$264K +$642 +4 +0.2%
NYLT
1219
New York Life Trust
New York
$261K -$4.33K -27 -2%
VWM
1220
Valley Wealth Managers
New Jersey
$260K -$60K -374 -19%
CAAS
1221
Capital Asset Advisory Services
Michigan
$259K +$259K +1,620 New
ACM
1222
Alpha Capital Management
Texas
$257K +$12K +75 +5%
SMH
1223
Sanders Morris Harris
Texas
$256K – – –
LA
1224
LVW Advisors
New York
$255K +$21.8K +136 +9%
FTC
1225
Farmers Trust Company
Ohio
$255K +$255K +1,589 New
47 48
49
50 51