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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
$443M
2
LPC
Lone Pine Capital
Connecticut
$316M
3
Vanguard Group
Vanguard Group
Pennsylvania
$12B
4
PPA
Parametric Portfolio Associates
Washington
$651M
5
Jennison Associates
Jennison Associates
New York
$418M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$4.05B
3
Capital World Investors
Capital World Investors
California
$7.99B
4
Viking Global Investors
Viking Global Investors
Connecticut
$486M
5
ClearBridge Investments
ClearBridge Investments
New York
$3.94B
Name Holding Trade Value Shares
Change 		Shares
Change %
VST
1301
Van Strum & Towne
California
$246K – – –
WCA
1302
Westover Capital Advisors
Delaware
$246K +$246K +1,325 New
WI
1303
Wedgewood Investors
Pennsylvania
$245K – – –
RWA
1304
RGT Wealth Advisors
Texas
$245K +$9.64K +52 +4%
CG
1305
Cutler Group
California
$243K +$243K +1,311 New
EBSAM
1306
Eubel Brady & Suttman Asset Management
Ohio
$241K +$8.91K +48 +4%
DTL
1307
Dynamic Technology Lab
Singapore
$238K -$1.17M -6,283 -83%
PWM
1308
Perigon Wealth Management
California
$238K -$9.84K -53 -4%
LA
1309
LVW Advisors
New York
$237K -$19.9K -107 -8%
CCT
1310
Country Club Trust
Missouri
$237K +$8.35K +45 +4%
EWM
1311
Endurance Wealth Management
Rhode Island
$236K -$199K -1,075 -46%
LC
1312
Lourd Capital
California
$236K +$236K +1,275 New
HWM
1313
Highwater Wealth Management
Colorado
$235K +$235K +1,270 New
BFA
1314
Beaumont Financial Advisors
Massachusetts
$234K -$85.3K -460 -27%
FNB
1315
Farmers National Bank
Kentucky
$233K -$7.43K -40 -3%
PCP
1316
Proficio Capital Partners
Massachusetts
$232K -$9.66K -50 -4%
BWP
1317
Baldwin Wealth Partners
Massachusetts
$232K – – –
HAIM
1318
Hunter Associates Investment Management
Pennsylvania
$232K – – –
KTA
1319
Keeley-Teton Advisors
Illinois
$232K +$232K +1,254 New
BCM
1320
Brookmont Capital Management
Texas
$228K +$228K +1,231 New
FBA
1321
Front Barnett Associates
Illinois
$225K -$27.8K -150 -11%
AJ
1322
Ashburton (Jersey)
Jersey
$223K -$2.11M -11,367 -90%
RA
1323
Rational Advisors
New York
$223K -$478K -2,572 -68%
NEAM
1324
New England Asset Management
Connecticut
$223K – – –
FIM
1325
Fernwood Investment Management
Massachusetts
$223K +$223K +1,200 New
51 52
53
54 55