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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 %
BW
1276
Biegel & Waller
Maryland
$200K +$200K +1,230 New
VCM
1277
Versant Capital Management
Arizona
$197K -$13.2K -83 -6%
HIIFS
1278
Harel Insurance Investments & Financial Services
Israel
$195K -$40K -250 -17%
NEAM
1279
New England Asset Management
Connecticut
$192K – – –
IWM
1280
IHT Wealth Management
Illinois
$191K +$191K +1,180 New
WIM
1281
Westside Investment Management
California
$190K +$190K +1,176 New
WPA
1282
West Paces Advisors
Georgia
$181K +$181K +1,133 New
SC
1283
SRB Corp
Massachusetts
$181K +$8.34K +52 +5%
LWM
1284
LBA Wealth Management
Florida
$178K +$26.8K +168 +18%
FI
1285
FCM Investments
Texas
$176K – – –
JGIA
1286
Jackson Grant Investment Advisers
Connecticut
$175K +$640 +4 +0.4%
MCM
1287
MV Capital Management
Maryland
$174K – – –
RA
1288
Rational Advisors
New York
$171K – – –
IPC
1289
Independent Portfolio Consultants
Florida
$169K +$7.36K +46 +5%
BWP
1290
Baldwin Wealth Partners
Massachusetts
$166K – – –
MBT
1291
Monroe Bank & Trust
Michigan
$166K +$166K +1,036 New
GRP
1292
Global Retirement Partners
California
$163K +$163K +1,019 New
MWM
1293
Mascoma Wealth Management
New Hampshire
$162K +$162K +1,010 New
DIA
1294
Davidson Investment Advisors
Montana
$160K +$7.97K +50 +5%
ATC
1295
Adirondack Trust Company
New York
$158K +$16K +100 +11%
GWS
1296
Glassman Wealth Services
Virginia
$152K +$30.3K +189 +25%
IIC
1297
Integrated Investment Consultants
Michigan
$145K – – –
JCM
1298
Jacobi Capital Management
Pennsylvania
$142K -$16.8K -104 -11%
AF
1299
Allworth Financial
California
$141K -$2.88K -18 -2%
FCB
1300
First Command Bank
Texas
$141K +$141K +883 New
50 51
52
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