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UnitedHealth
UNH

Overview Fund Activity

1,516 hedge funds and large institutions have $165B invested in UnitedHealth in 2017 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 548 increasing their positions, 651 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,516
Holders Change
+31
Holders Change %
+2.09%
% of All Funds
37.85%
Holding in Top 10
149
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.97%
% of All Funds
3.72%
New
104
Increased
548
Reduced
651
Closed
57
Calls
$746M
Puts
$1.22B
Net Calls
-$478M
Net Calls Change
-$73.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$809M
2
Jennison Associates
Jennison Associates
New York
$1.09B
3
LPC
Lone Pine Capital
Connecticut
$862M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.2B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$691M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
$608M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.5B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$6.9B
4
ClearBridge Investments
ClearBridge Investments
New York
$3.86B
5
Capital Research Global Investors
Capital Research Global Investors
California
$4.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1251
Evermay Wealth Management
Virginia
$346K – – –
NIMC
1252
NWQ Investment Management Company
California
$345K -$9.58K -49 -3%
BA
1253
Birinyi Associates
Connecticut
$343K – – –
PAM
1254
Peak Asset Management
Colorado
$342K -$45.1K -230 -12%
KWM
1255
Kingsview Wealth Management
Oregon
$339K +$69.5K +355 +26%
MCM
1256
McRae Capital Management
New Jersey
$338K -$78.4K -400 -19%
AIM
1257
Aspen Investment Management
Michigan
$329K – – –
IIC
1258
Ironwood Investment Counsel
Arizona
$328K +$328K +1,676 New
CAW
1259
Cornerstone Advisors (Washington)
Washington
$326K +$11.2K +57 +4%
BHA
1260
Beech Hill Advisors
New York
$324K -$97.8K -500 -23%
MRCM
1261
M&R Capital Management
New Jersey
$323K +$19.6K +100 +6%
TAM
1262
Trillium Asset Management
Massachusetts
$321K – – –
TWA
1263
TCI Wealth Advisors
Arizona
$321K +$6.26K +32 +2%
LW
1264
Linscomb Wealth
Texas
$320K – – –
CAAS
1265
Capital Asset Advisory Services
Michigan
$317K +$1.96K +10 +0.6%
BCM
1266
Brookmont Capital Management
Texas
$317K +$75.7K +386 +31%
CFA
1267
Carroll Financial Associates
North Carolina
$316K -$38.5K -195 -11%
CBA
1268
Coastal Bridge Advisors
Connecticut
$315K – – –
IIM
1269
Intact Investment Management
Quebec, Canada
$313K – – –
AL
1270
Aspiriant LLC
California
$312K -$115K -586 -27%
BFEC
1271
Benjamin F. Edwards & Company
Missouri
$309K +$1.17K +6 +0.4%
VAM
1272
Visionary Asset Management
Texas
$309K +$309K +1,577 New
AW
1273
Alpha Windward
Massachusetts
$308K -$4.7K -24 -2%
BFO
1274
Boston Family Office
Massachusetts
$308K +$4.89K +25 +2%
CG
1275
Cutler Group
California
$307K +$50.8K +260 +20%
49 50
51
52 53