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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 %
OSNBOA
1251
Old Second National Bank of Aurora
Illinois
$16K -$1.84K -13 -10%
IR
1252
Invictus RG
Bermuda
$16K +$16K +111 New
CJA
1253
C-J Advisory
California
$16K +$16K +112 New
RAM
1254
Riggs Asset Management
Pennsylvania
$14K – – –
LYV
1255
Live Your Vision
Pennsylvania
$14K +$14K +100 New
HCM
1256
Herndon Capital Management
Georgia
$12K – – –
CFN
1257
Cordasco Financial Network
Florida
$12K – – –
RIM
1258
Ranger Investment Management
Texas
$11K – – –
AA
1259
Apriem Advisors
California
$8K +$4.2K +31 +111%
WA
1260
WealthTrust-Arizona
Arizona
$7K – – –
LWA
1261
Lowe Wealth Advisors
Maryland
$7K – – –
CWM
1262
Cedar Wealth Management
California
$7K – – –
EDRPMB
1263
Edmond de Rothschild Private Merchant Banking
United Kingdom
$7K +$7K +48 New
SAM
1264
Solaris Asset Management
New York
$4K – – –
SBL
1265
Sargent Bickham Lagudis
Colorado
$3.67K -$421K -27,657 -99%
SIC
1266
Salem Investment Counselors
North Carolina
$3.31K +$126 +90 +4%
CCM
1267
Cupps Capital Management
Illinois
$3K -$448K -3,586 -99%
SA
1268
SRH Advisors
Kansas
$3K – – –
BCFS
1269
Butensky & Cohen Financial Security
Florida
$3K – – –
DAM
1270
Delta Asset Management
Tennessee
$2K +$2K +12 New
NR
1271
Newfound Research
Massachusetts
$1K – – –
FNB
1272
Farmers National Bank
Kentucky
$181 -$14 -100 -7%
OA
1273
Omega Advisors
New York
– -$69.7M -493,800 Closed
Voloridge Investment Management
1274
Voloridge Investment Management
Florida
– -$49.1M -347,604 Closed
EA
1275
Euclid Advisors
Connecticut
– -$22.1M -156,253 Closed
49 50
51
52 53