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UnitedHealth
UNH

Overview Fund Activity

1,673 hedge funds and large institutions have $185B invested in UnitedHealth in 2017 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 590 increasing their positions, 671 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+157
Holders Change %
+10.36%
% of All Funds
38%
Holding in Top 10
185
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+24.16%
% of All Funds
4.2%
New
233
Increased
590
Reduced
671
Closed
62
Calls
$807M
Puts
$1.81B
Net Calls
-$999M
Net Calls Change
-$521M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$472M
2
ECU
Egerton Capital (UK)
United Kingdom
+$369M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$349M
4
Goldman Sachs
Goldman Sachs
New York
+$307M
5
Deutsche Bank
Deutsche Bank
Germany
+$248M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$424M
2
ClearBridge Investments
ClearBridge Investments
New York
-$401M
3
Morgan Stanley
Morgan Stanley
New York
-$346M
4
BlackRock
BlackRock
New York
-$332M
5
NIPH
NN Investment Partners Holdings
Netherlands
-$326M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
1301
Sphera Funds Management
Israel
$441K – – –
MRCM
1302
M&R Capital Management
New Jersey
$441K +$77.4K +351 +21%
QAM
1303
Quantres Asset Management
Cayman Islands
$441K +$441K +2,000 New
RBA
1304
Richard Bernstein Advisors
New York
$440K +$440K +1,996 New
PP
1305
PrairieView Partners
Minnesota
$437K +$437K +1,982 New
TL
1306
TrueWealth LLC
Georgia
$435K +$435K +1,975 New
DWM
1307
Darwin Wealth Management
Florida
$434K – – –
IWM
1308
IHT Wealth Management
Illinois
$430K +$115K +513 +37%
CIA
1309
Choate Investment Advisors
Massachusetts
$427K – – –
LFG
1310
Larson Financial Group
Missouri
$425K +$425K +1,929 New
HFM
1311
Harvest Fund Management
China
$424K – – –
AJ
1312
Ashburton (Jersey)
Jersey
$424K +$159K +723 +60%
MC
1313
Menta Capital
California
$423K +$423K +1,920 New
SWM
1314
SVA Wealth Management
Wisconsin
$422K -$11K -50 -3%
PHAM
1315
Palisades Hudson Asset Management
Florida
$422K – – –
JA
1316
JOYN Advisors
Georgia
$421K +$421K +1,908 New
JFA
1317
JNBA Financial Advisors
Minnesota
$420K -$30.7K -139 -7%
CA
1318
Continuum Advisory
Idaho
$420K +$80.5K +365 +24%
SMH
1319
Sanders Morris Harris
Texas
$419K -$22.1K -100 -5%
CLOS
1320
Compagnie Lombard Odier SCmA
Switzerland
$416K +$361K +1,624 +655%
FHC
1321
First Heartland Consultants
Missouri
$414K -$9.7K -44 -2%
DA
1322
DSC Advisors
Illinois
$414K +$441 +2 +0.1%
BHBT
1323
Burke & Herbert Bank & Trust
Virginia
$412K -$151K -685 -27%
MFW
1324
Meristem Family Wealth
Minnesota
$410K +$17K +77 +4%
CHP
1325
Cable Hill Partners
Oregon
$409K -$16.2K -72 -4%
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53
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