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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
$3.26B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$392M
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.21B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$7.74B
5
AIM
abrdn Investment Management
United Kingdom
$274M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$7.12B
2
FMI
Fiduciary Management Inc
Wisconsin
$571M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$741M
4
Invesco
Invesco
Georgia
$536M
5
Dodge & Cox
Dodge & Cox
California
$1.91B
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
1226
Ropes Wealth Advisors
Massachusetts
$36K +$28.2K +204 +364%
AP
1227
Atwood & Palmer
Missouri
$35K – – –
CLOS
1228
Compagnie Lombard Odier SCmA
Switzerland
$35K – – –
AC
1229
Alexandria Capital
Virginia
$32K -$139 -1 -0.4%
BKA
1230
Brick & Kyle Associates
Pennsylvania
$30K +$2.35K +17 +9%
FNBSF
1231
First National Bank Sioux Falls
South Dakota
$28K – – –
CTB
1232
Country Trust Bank
Illinois
$28K – – –
KLI
1233
Kelman-Lazarov Inc
Tennessee
$27.6K – – –
DPA
1234
Delphi Private Advisors
California
$27K -$27.6K -199 -51%
PRS
1235
Pinkerton Retirement Specialists
Idaho
$27K -$12.8K -91 -32%
PFS
1236
Physicians Financial Services
North Carolina
$26K +$138 +1 +0.5%
KA
1237
Klingman & Associates
New York
$26K +$26K +185 New
CHC
1238
City Holding Co
West Virginia
$25K -$1.97K -14 -7%
ARMC
1239
American Research & Management Company
Massachusetts
$25K – – –
LAM
1240
Lebenthal Asset Management
New York
$24K +$24K +170 New
WAS
1241
Winch Advisory Services
Wisconsin
$22K +$141 +1 +0.6%
IP
1242
Isthmus Partners
Wisconsin
$21K – – –
WAP
1243
Wealthcare Advisory Partners
Pennsylvania
$21K – – –
ACH
1244
ArrowMark Colorado Holdings
Colorado
$21K +$21K +150 New
GBBWRPM
1245
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$20K +$18.2K +131 +1,008%
WOC
1246
West Oak Capital
California
$18.2K +$7K +50 +63%
HR
1247
Howe & Rusling
New York
$18K -$109K -790 -86%
PCM
1248
Penserra Capital Management
California
$18K +$7.2K +52 +67%
SIM
1249
Sonora Investment Management
Arizona
$17.8K +$11.9K +85 +202%
EDRE
1250
Edmond de Rothschild (Europe)
Luxembourg
$17K – – –
48 49
50
51 52