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UnitedHealth
UNH

Overview Fund Activity

1,485 hedge funds and large institutions have $156B invested in UnitedHealth in 2017 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 584 increasing their positions, 598 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,485
Holders Change
+37
Holders Change %
+2.56%
% of All Funds
37.08%
Holding in Top 10
152
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+21.6%
% of All Funds
3.8%
New
121
Increased
584
Reduced
598
Closed
71
Calls
$687M
Puts
$1.09B
Net Calls
-$405M
Net Calls Change
-$65.1M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$420M
2
LPC
Lone Pine Capital
Connecticut
+$316M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$295M
4
PPA
Parametric Portfolio Associates
Washington
+$276M
5
Jennison Associates
Jennison Associates
New York
+$269M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$511M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$244M
3
Capital World Investors
Capital World Investors
California
-$236M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$177M
5
ClearBridge Investments
ClearBridge Investments
New York
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCG
1276
Sonata Capital Group
Washington
$278K – – –
AF
1277
Aldebaran Financial
$276K -$75.8K -409 -22%
CA
1278
Continuum Advisory
Idaho
$273K +$273K +1,472 New
1SB
1279
1ST Source Bank
Indiana
$271K – – –
CCIA
1280
Campbell & Co Investment Adviser
Maryland
$268K +$268K +1,444 New
TG
1281
TLP Group
Illinois
$263K -$171K -922 -39%
HHGA
1282
Halbert Hargrove Global Advisors
California
$262K -$98.1K -529 -27%
GS
1283
Girard Securities
California
$261K -$32.8K -176 -11%
FHA
1284
First Horizon Advisors
Tennessee
$261K -$27.5K -145 -10%
SGK
1285
Steigerwald Gordon & Koch
Virginia
$261K +$8.34K +45 +3%
RMCM
1286
Reynders McVeigh Capital Management
Massachusetts
$260K -$26.9K -145 -9%
CCA
1287
Catalyst Capital Advisors
New York
$260K – – –
CWM
1288
Circle Wealth Management
New Jersey
$259K +$13.3K +72 +5%
ACM
1289
Armbruster Capital Management
New York
$259K +$17.8K +96 +7%
RIG
1290
Renaissance Investment Group
Massachusetts
$258K – – –
GKWIM
1291
Gerber Kawasaki Wealth & Investment Management
California
$257K – – –
UF
1292
Univest Financial
Pennsylvania
$256K -$18.5K -100 -7%
CA
1293
Cornerstone Advisory
Maryland
$255K +$12.2K +66 +5%
KWM
1294
Kingsview Wealth Management
Oregon
$255K +$255K +1,376 New
FI
1295
FormulaFolio Investments
Michigan
$254K -$15.7K -85 -6%
WT
1296
Washington Trust
Rhode Island
$253K -$12.8K -69 -5%
BBNB
1297
Baker Boyer National Bank
Washington
$252K – – –
RGIA
1298
Rainier Group Investment Advisory
Washington
$250K – – –
CCMD
1299
Cypress Capital Management (Delaware)
Delaware
$248K – – –
EA
1300
Edge Advisors
Georgia
$247K -$74K -400 -23%
50 51
52
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