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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 %
UF
1276
Univest Financial
Pennsylvania
$243K +$15.6K +95 +7%
PMFA
1277
Plante Moran Financial Advisors
Michigan
$240K -$13.6K -83 -5%
1SB
1278
1ST Source Bank
Indiana
$240K – – –
FI
1279
FormulaFolio Investments
Michigan
$239K +$239K +1,456 New
NWP
1280
Northstar Wealth Partners
Connecticut
$238K +$238K +1,437 New
WT
1281
Washington Trust
Rhode Island
$235K +$235K +1,434 New
CCA
1282
Catalyst Capital Advisors
New York
$230K – – –
RIG
1283
Renaissance Investment Group
Massachusetts
$228K – – –
LA
1284
LVW Advisors
New York
$227K -$34.6K -211 -13%
GKWIM
1285
Gerber Kawasaki Wealth & Investment Management
California
$227K +$227K +1,378 New
IWM
1286
Integrated Wealth Management
California
$225K +$225K +1,373 New
SGK
1287
Steigerwald Gordon & Koch
Virginia
$224K -$5.75K -35 -3%
FBA
1288
Front Barnett Associates
Illinois
$224K – – –
BBNB
1289
Baker Boyer National Bank
Washington
$223K – – –
RGIA
1290
Rainier Group Investment Advisory
Washington
$221K – – –
MRCM
1291
M&R Capital Management
New Jersey
$221K +$221K +1,348 +67,400%
PCP
1292
Proficio Capital Partners
Massachusetts
$220K +$122K +696 +125%
CCMD
1293
Cypress Capital Management (Delaware)
Delaware
$219K -$16.4K -100 -7%
PWM
1294
Perigon Wealth Management
California
$219K +$4.76K +29 +2%
MLL
1295
Moody Lynn & Lieberson
Massachusetts
$219K +$219K +1,334 New
CM
1296
Capital Management
Virginia
$219K +$219K +1,338 New
CWM
1297
Circle Wealth Management
New Jersey
$218K +$821 +5 +0.4%
WI
1298
Wedgewood Investors
Pennsylvania
$217K -$8.22K -50 -4%
VST
1299
Van Strum & Towne
California
$217K – – –
CA
1300
Cornerstone Advisory
Maryland
$215K -$120K -728 -36%
50 51
52
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