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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 %
TWA
1226
TCI Wealth Advisors
Arizona
$254K +$26.7K +167 +12%
SMC
1227
Smith, Moore & Co
Missouri
$251K +$160 +1 +0.1%
CC
1228
Courier Capital
New York
$250K -$95.5K -596 -28%
PMFA
1229
Plante Moran Financial Advisors
Michigan
$248K -$28.2K -176 -10%
BFO
1230
Boston Family Office
Massachusetts
$248K -$4K -25 -2%
GS
1231
Girard Securities
California
$248K +$248K +1,548 New
CFA
1232
Carroll Financial Associates
North Carolina
$247K -$49.5K -310 -17%
NBC
1233
Neuberger Berman Canada
Ontario, Canada
$247K +$247K +1,544 New
HCM
1234
Hollencrest Capital Management
California
$245K +$245K +1,532 New
FIMG
1235
Financial & Investment Management Group
Michigan
$243K -$32.5K -203 -12%
BPB
1236
Badgley, Phelps & Bell
Washington
$243K -$4.15K -26 -2%
GC
1237
Gilbert & Cook
Iowa
$243K +$243K +1,517 New
AFS
1238
Access Financial Services
Minnesota
$243K +$243K +1,517 New
AAM
1239
Aureus Asset Management
Massachusetts
$242K – – –
CFP
1240
Cornerstone Financial Partners
North Carolina
$240K -$40.1K -250 -14%
HAIM
1241
Hunter Associates Investment Management
Pennsylvania
$240K – – –
FRM
1242
Fox Run Management
Connecticut
$240K +$240K +1,500 New
ISL
1243
Ingalls & Snyder LLC
New York
$238K -$26.1K -163 -10%
BFG
1244
Barber Financial Group
Kansas
$238K +$238K +1,489 New
BCM
1245
Becker Capital Management
Oregon
$236K -$10.9K -68 -4%
SFS
1246
Sowell Financial Services
Arkansas
$236K +$236K +1,448 New
NED
1247
Nancy E. Dempze
$235K – – –
RWA
1248
RGT Wealth Advisors
Texas
$235K +$235K +1,468 New
RMCM
1249
Reynders McVeigh Capital Management
Massachusetts
$233K – – –
1SB
1250
1ST Source Bank
Indiana
$233K +$1.44K +9 +0.6%
48 49
50
51 52