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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 %
FIM
1326
Fernwood Investment Management
Massachusetts
$223K +$223K +1,200 New
DG
1327
Davidson & Garrard
Virginia
$223K +$223K +1,200 New
PMFA
1328
Plante Moran Financial Advisors
Michigan
$222K -$49.4K -267 -18%
NED
1329
Nancy E. Dempze
$222K +$222K +1,194 New
VCM
1330
Versant Capital Management
Arizona
$221K -$4.25K -23 -2%
RIL
1331
Rothschild Investment LLC
Illinois
$221K +$221K +1,194 New
CM
1332
Capital Management
Virginia
$220K -$27.8K -150 -11%
MA
1333
MCF Advisors
Kentucky
$218K -$7.24K -39 -3%
SS
1334
Sunbelt Securities
Texas
$218K +$218K +1,174 New
FSA
1335
Franklin Street Advisors
North Carolina
$218K +$218K +1,175 New
BIAS
1336
Beacon Investment Advisory Services
New Jersey
$217K +$217K +1,169 New
SHWM
1337
Smith & Howard Wealth Management
Georgia
$217K +$217K +1,170 New
ACS
1338
Archford Capital Strategies
Illinois
$216K +$1.3K +7 +0.6%
MBA
1339
McQueen Ball & Associates
Pennsylvania
$216K +$216K +1,166 New
Verition Fund Management
1340
Verition Fund Management
Connecticut
$214K -$1.59M -8,537 -88%
DAM
1341
Doheny Asset Management
California
$214K +$214K +1,154 New
FFS
1342
Founders Financial Securities
Maryland
$213K +$213K +1,148 New
SCM
1343
Stonebridge Capital Management
California
$213K +$213K +1,150 New
CCM
1344
Compton Capital Management
Rhode Island
$212K +$212K +1,143 New
ACM
1345
Advisors Capital Management
New Jersey
$211K +$211K +1,139 New
MBT
1346
Montecito Bank & Trust
California
$210K -$457K -2,470 -69%
MWM
1347
Mascoma Wealth Management
New Hampshire
$210K +$22.5K +121 +12%
HCP
1348
Holt Capital Partners
Texas
$209K +$209K +1,125 New
SNT
1349
Security National Trust
West Virginia
$208K – – –
SFA
1350
Sequoia Financial Advisors
Ohio
$207K +$207K +1,116 New
52 53
54
55 56