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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 %
FCFS
1301
First Command Financial Services
Texas
$141K +$141K +883 New
MPWT
1302
MassMutual Private Wealth & Trust
Connecticut
$140K +$140K +874 New
IDBONY
1303
Israel Discount Bank of New York
New York
$139K +$139K +867 New
KKAMG
1304
Kernodle & Katon Asset Management Group
Arkansas
$136K -$46.6K -290 -26%
PFBT
1305
Parkside Financial Bank & Trust
Missouri
$135K -$45.4K -283 -25%
NFM
1306
North Forty Management
Washington
$134K +$134K +840 New
ACS
1307
Archford Capital Strategies
Illinois
$128K – – –
SIAP
1308
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$128K +$128K +800 New
MA
1309
MCF Advisors
Kentucky
$125K -$5.91K -37 -5%
M
1310
MOTCO
Texas
$117K +$46.3K +289 +65%
ZB
1311
Zions Bancorporation
Utah
$115K -$15.6K -97 -12%
WB
1312
Webster Bank
Connecticut
$115K +$115K +719 New
TDC
1313
Thompson Davis & Co
Virginia
$113K -$2.72K -17 -2%
TJHA
1314
Thomas J. Herzfeld Advisors
Florida
$111K +$320 +2 +0.3%
IP
1315
Intellectus Partners
California
$111K +$111K +692 New
LNB
1316
Ledyard National Bank
$109K – – –
RFWA
1317
RPg Family Wealth Advisory
Massachusetts
$109K -$1.92K -12 -2%
WA
1318
Winfield Associates
Ohio
$107K +$799 +5 +0.8%
AOWM
1319
Alpha Omega Wealth Management
Virginia
$104K +$104K +650 New
SHJ
1320
Sharkey, Howes & Javer
Colorado
$103K – – –
DBT
1321
Dubuque Bank & Trust
Iowa
$101K – – –
BAM
1322
Bruderman Asset Management
New York
$99K -$47.3K -294 -32%
PCM
1323
Penserra Capital Management
California
$99K +$78.3K +493 +379%
FFW
1324
Fusion Family Wealth
New York
$98K +$98K +607 New
GAM
1325
Gemmer Asset Management
California
$93K +$160 +1 +0.2%
51 52
53
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