UNH icon

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 %
GKWIM
1301
Gerber Kawasaki Wealth & Investment Management
California
$270K – – –
FHA
1302
First Horizon Advisors
Tennessee
$268K -$978 -5 -0.4%
AIA
1303
Allegis Investment Advisors
Idaho
$268K +$268K +1,370 New
BBNB
1304
Baker Boyer National Bank
Washington
$266K – – –
UF
1305
Univest Financial
Pennsylvania
$265K -$6.08K -31 -2%
RGIA
1306
Rainier Group Investment Advisory
Washington
$264K – – –
RWA
1307
RGT Wealth Advisors
Texas
$263K +$3.92K +20 +2%
CCMD
1308
Cypress Capital Management (Delaware)
Delaware
$261K – – –
VST
1309
Van Strum & Towne
California
$260K – – –
WA
1310
WESPAC Advisors
California
$260K +$43K +220 +20%
WI
1311
Wedgewood Investors
Pennsylvania
$259K – – –
CANC
1312
Culbertson A N & Co
Virginia
$258K +$258K +1,315 New
CA
1313
Cornerstone Advisory
Maryland
$257K -$12.3K -63 -5%
SFA
1314
Sequoia Financial Advisors
Ohio
$257K +$38.1K +194 +17%
WP
1315
WealthPLAN Partners
Nebraska
$257K +$257K +1,310 New
RIA
1316
Regal Investment Advisors
Michigan
$255K +$255K +1,301 New
CAM
1317
CMT Asset Management
Illinois
$254K +$254K +34,600 New
HHGA
1318
Halbert Hargrove Global Advisors
California
$253K -$24.1K -123 -9%
SGK
1319
Steigerwald Gordon & Koch
Virginia
$253K -$22.5K -115 -8%
LC
1320
Lourd Capital
California
$252K +$2.35K +12 +0.9%
CCT
1321
Country Club Trust
Missouri
$251K – – –
EGA
1322
Eagle Global Advisors
Texas
$250K -$224K -1,140 -47%
PWM
1323
Perigon Wealth Management
California
$250K -$979 -5 -0.4%
EWM
1324
Endurance Wealth Management
Rhode Island
$249K – – –
BWP
1325
Baldwin Wealth Partners
Massachusetts
$249K +$4.31K +22 +2%
51 52
53
54 55