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UnitedHealth
UNH

Overview Fund Activity

1,448 hedge funds and large institutions have $137B invested in UnitedHealth in 2017 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 548 increasing their positions, 609 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,448
Holders Change
+38
Holders Change %
+2.7%
% of All Funds
36.1%
Holding in Top 10
125
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-17.22%
% of All Funds
3.12%
New
133
Increased
548
Reduced
609
Closed
79
Calls
$665M
Puts
$1.01B
Net Calls
-$340M
Net Calls Change
-$2.78M

Top Buyers

1
BlackRock
BlackRock
New York
+$10.8B
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
+$511M
3
Capital World Investors
Capital World Investors
California
+$476M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$456M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$224M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$391M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$304M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$211M
4
PPA
Parametric Portfolio Associates
Washington
-$176M
5
TCIM
TIAA CREF Investment Management
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
1226
Carroll Financial Associates
North Carolina
$305K +$51.6K +315 +20%
RWA
1227
River Wealth Advisors
Pennsylvania
$303K +$27.9K +170 +10%
LWCFA
1228
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$301K – – –
BO
1229
BRR OpCo
Ohio
$301K +$2.47K +15 +0.8%
DMC
1230
Drexel Morgan & Co
Pennsylvania
$300K -$53.3K -325 -15%
WF
1231
Welch & Forbes
Massachusetts
$299K +$16.7K +102 +6%
NIMC
1232
NWQ Investment Management Company
California
$298K -$16.3K -99 -5%
RG
1233
Redmile Group
California
$298K – – –
CP
1234
Camelot Portfolios
Ohio
$298K +$298K +1,816 New
LAIC
1235
Lederer & Associates Investment Counsel
California
$297K -$13.9K -85 -4%
CNB
1236
Camden National Bank
Maine
$297K – – –
MFW
1237
Meristem Family Wealth
Minnesota
$293K +$5.58K +34 +2%
LW
1238
Linscomb Wealth
Texas
$292K +$20.8K +127 +8%
EWM
1239
Evermay Wealth Management
Virginia
$289K +$289K +1,764 New
HFM
1240
Harvest Fund Management
China
$287K – – –
EA
1241
Edge Advisors
Georgia
$284K -$8.18K -50 -3%
RCM
1242
RB Capital Management
Nevada
$283K +$5.91K +36 +2%
CCA
1243
Cobblestone Capital Advisors
New York
$282K – – –
BFA
1244
Beaumont Financial Advisors
Massachusetts
$282K +$282K +1,722 New
FTUS
1245
Flow Traders U.S.
New York
$281K +$281K +1,715 New
AL
1246
Aspiriant LLC
California
$280K -$118K -719 -30%
CAW
1247
Cornerstone Advisors (Washington)
Washington
$279K -$3.12K -19 -1%
AIM
1248
Aspen Investment Management
Michigan
$276K – – –
BFG
1249
Barber Financial Group
Kansas
$275K +$30.8K +188 +13%
CFA
1250
Cahill Financial Advisors
Minnesota
$271K +$821 +5 +0.3%
48 49
50
51 52