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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 %
FCAG
1276
First Capital Advisors Group
New Jersey
$304K +$304K +1,550 New
CA
1277
Continuum Advisory
Idaho
$302K +$13.3K +68 +5%
CC
1278
Courier Capital
New York
$301K – – –
AFS
1279
Access Financial Services
Minnesota
$297K – – –
FIMG
1280
Financial & Investment Management Group
Michigan
$297K – – –
NPC
1281
National Planning Corporation
California
$294K -$16.6K -85 -5%
SCG
1282
Sonata Capital Group
Washington
$294K – – –
GC
1283
Gilbert & Cook
Iowa
$292K -$331K -1,693 -53%
RWA
1284
River Wealth Advisors
Pennsylvania
$292K -$85.5K -437 -23%
AF
1285
Aldebaran Financial
$292K – – –
NWP
1286
Northstar Wealth Partners
Connecticut
$290K -$36.7K -187 -11%
WT
1287
Washington Trust
Rhode Island
$290K +$22.7K +116 +8%
ISL
1288
Ingalls & Snyder LLC
New York
$288K -$13.9K -71 -5%
CWM
1289
Circle Wealth Management
New Jersey
$288K +$13.7K +70 +5%
FWCM
1290
First Western Capital Management
California
$285K -$15.1K -77 -5%
1SB
1291
1ST Source Bank
Indiana
$285K – – –
EA
1292
Edge Advisors
Georgia
$282K +$20.7K +106 +8%
TG
1293
TLP Group
Illinois
$281K +$3.72K +19 +1%
ACM
1294
Americafirst Capital Management
California
$278K -$1.03M -5,257 -79%
IWM
1295
IHT Wealth Management
Illinois
$275K +$21.6K +110 +9%
RE
1296
RBC Europe
United Kingdom
$274K +$274K +1,401 New
RMCM
1297
Reynders McVeigh Capital Management
Massachusetts
$274K – – –
CCA
1298
Catalyst Capital Advisors
New York
$274K – – –
ACM
1299
Armbruster Capital Management
New York
$273K – – –
RIG
1300
Renaissance Investment Group
Massachusetts
$272K – – –
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52
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