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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 %
CIC
1251
Crawford Investment Counsel
Georgia
$270K +$270K +1,643 New
PAG
1252
Private Advisory Group
Washington
$269K -$59.8K -364 -18%
BFEC
1253
Benjamin F. Edwards & Company
Missouri
$269K +$43.1K +263 +19%
BWM
1254
Bernicke Wealth Management
Wisconsin
$267K +$267K +1,627 New
CAAS
1255
Capital Asset Advisory Services
Michigan
$264K -$1.64K -10 -0.6%
AW
1256
Alpha Windward
Massachusetts
$263K -$16.1K -98 -6%
IIM
1257
Intact Investment Management
Quebec, Canada
$262K -$115K -700 -30%
SMH
1258
Sanders Morris Harris
Texas
$262K – – –
AAM
1259
Aureus Asset Management
Massachusetts
$262K – – –
TWA
1260
TCI Wealth Advisors
Arizona
$260K – – –
FHA
1261
First Horizon Advisors
Tennessee
$258K -$122K -720 -32%
GS
1262
Girard Securities
California
$258K +$4.58K +28 +2%
DA
1263
DSC Advisors
Illinois
$257K -$18.9K -115 -7%
BFO
1264
Boston Family Office
Massachusetts
$254K – – –
RMCM
1265
Reynders McVeigh Capital Management
Massachusetts
$254K +$14.3K +87 +6%
CC
1266
Courier Capital
New York
$252K -$3.77K -23 -1%
AFS
1267
Access Financial Services
Minnesota
$249K – – –
FIMG
1268
Financial & Investment Management Group
Michigan
$249K – – –
BCM
1269
Becker Capital Management
Oregon
$249K +$8.02K +49 +3%
TNB
1270
Thomasville National Bank
Georgia
$249K +$249K +1,522 New
GC
1271
Gilbert & Cook
Iowa
$247K -$2.3K -14 -0.9%
SIAS
1272
Shine Investment Advisory Services
Colorado
$247K +$247K +1,503 New
SCG
1273
Sonata Capital Group
Washington
$246K -$73.8K -450 -23%
SBA
1274
Seven Bridges Advisors
New York
$245K +$245K +1,492 New
ISL
1275
Ingalls & Snyder LLC
New York
$244K – – –
49 50
51
52 53