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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 %
AAP
1251
Arax Advisory Partners
Colorado
$233K +$233K +1,454 New
TCM
1252
Teza Capital Management
Illinois
$233K +$233K +1,454 New
CCMD
1253
Cypress Capital Management (Delaware)
Delaware
$230K – – –
B
1254
Brightworth
Georgia
$228K +$228K +1,423 New
FANJ
1255
Financial Architects (New Jersey)
New Jersey
$225K -$19.3K -120 -8%
MWM
1256
Marietta Wealth Management
Georgia
$225K +$225K +1,404 New
CCA
1257
Catalyst Capital Advisors
New York
$224K -$216K -1,350 -49%
AIM
1258
Acrospire Investment Management
Illinois
$224K +$112K +700 +100%
SGK
1259
Steigerwald Gordon & Koch
Virginia
$224K +$224K +1,399 New
UF
1260
Univest Financial
Pennsylvania
$222K +$222K +1,387 New
RIG
1261
Renaissance Investment Group
Massachusetts
$222K +$222K +1,390 New
FNB
1262
Farmers National Bank
Kentucky
$221K +$13.6K +85 +7%
BFEC
1263
Benjamin F. Edwards & Company
Missouri
$221K +$125K +783 +131%
PWM
1264
Perigon Wealth Management
California
$220K +$24.1K +143 +12%
WI
1265
Wedgewood Investors
Pennsylvania
$219K +$219K +1,370 New
BBNB
1266
Baker Boyer National Bank
Washington
$218K -$18.6K -116 -8%
FBA
1267
Front Barnett Associates
Illinois
$218K +$218K +1,365 New
RGIA
1268
Rainier Group Investment Advisory
Washington
$215K +$215K +1,346 New
CWM
1269
Circle Wealth Management
New Jersey
$212K +$212K +1,322 New
VST
1270
Van Strum & Towne
California
$212K +$212K +1,325 New
PTC
1271
Petrus Trust Company
Texas
$209K +$209K +1,305 New
ACM
1272
Armbruster Capital Management
New York
$208K – – –
WP
1273
WealthSource Partners
California
$207K -$160K -1,000 -44%
EGA
1274
Eagle Global Advisors
Texas
$204K +$204K +1,275 New
SNT
1275
Security National Trust
West Virginia
$201K – – –
49 50
51
52 53