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UnitedHealth
UNH

Overview Fund Activity

1,261 hedge funds and large institutions have $117B invested in UnitedHealth in 2016 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 447 increasing their positions, 544 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,261
Holders Change
+44
Holders Change %
+3.62%
% of All Funds
33.7%
Holding in Top 10
123
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+17.14%
% of All Funds
3.29%
New
112
Increased
447
Reduced
544
Closed
51
Calls
$637M
Puts
$756M
Net Calls
-$119M
Net Calls Change
+$58.4M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$499M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.08B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$149M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$128M
5
WA
5
WestEnd Advisors
North Carolina
$94.8M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$49.4M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.68B
3
ClearBridge Investments
3
ClearBridge Investments
New York
$3.4B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.42B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
1251
Lowe Wealth Advisors
Maryland
$7K – – –
CWM
1252
Cedar Wealth Management
California
$7K +$7K +49 New
SIM
1253
Sonora Investment Management
Arizona
$5.93K -$1.41K -10 -19%
SAM
1254
Solaris Asset Management
New York
$5K – – –
AA
1255
Apriem Advisors
California
$4K – – –
BCFS
1256
Butensky & Cohen Financial Security
Florida
$3K – – –
SA
1257
SRH Advisors
Kansas
$3K – – –
CIM
1258
Contravisory Investment Management
Massachusetts
$2K – – –
GBBWRPM
1259
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K – – –
NR
1260
Newfound Research
Massachusetts
$1K +$1K +8 New
FHC
1261
First Heartland Consultants
Missouri
$251 +$251 +1,775 New
JFL
1262
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$61.4M -476,487 Closed
BM
1263
Bridger Management
New York
– -$50.3M -390,016 Closed
IIM
1264
Ivory Investment Management
New York
– -$11.2M -86,999 Closed
Janney Montgomery Scott
1265
Janney Montgomery Scott
Pennsylvania
– -$10M -77,689 Closed
MC
1266
Mitra Capital
Massachusetts
– -$8.25M -64,000 Closed
MMH
1267
Menora Mivtachim Holdings
Israel
– -$7.18M -55,700 Closed
Susquehanna International Group
1268
Susquehanna International Group
Pennsylvania
– -$4.64M -35,998 Closed
ACPU
1269
Arrowgrass Capital Partners (US)
Delaware
– -$4.3M -33,354 Closed
Capstone Investment Advisors
1270
Capstone Investment Advisors
New York
– -$2.81M -21,837 Closed
Squarepoint
1271
Squarepoint
New York
– -$2.48M -19,244 Closed
NIT
1272
NumerixS Investment Technologies
British Columbia, Canada
– -$1.84M -14,300 Closed
DIA
1273
Dean Investment Associates
Ohio
– -$1.31M -10,171 Closed
BGDI
1274
BW Gestao de Investimentos
Brazil
– -$1.2M -9,300 Closed
CIM
1275
CIM Investment Management
Pennsylvania
– -$1.18M -9,186 Closed
49 50
51
52 53