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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 %
TFO
1351
Tarbox Family Office
California
$52K – – –
SIG
1352
Stanford Investment Group
California
$49K -$10.2K -64 -17%
TC
1353
Trust Company
Kansas
$47K – – –
AA
1354
Apriem Advisors
California
$46K +$36.6K +229 +388%
AWM
1355
AllSquare Wealth Management
New York
$41K – – –
LA
1356
Legacy Advisors
Pennsylvania
$41K +$41K +262 New
FMTCOCP
1357
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40K +$40K +250 New
AP
1358
Atwood & Palmer
Missouri
$40K – – –
WA
1359
WealthTrust-Arizona
Arizona
$40K +$32K +200 +400%
HTHT
1360
Hemenway Trust Hemenway Trust
New Hampshire
$40K +$40K +250 New
GBBWRPM
1361
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$39K +$15.6K +96 +67%
TCM
1362
Tradewinds Capital Management
Washington
$38K -$5.77K -36 -13%
HWM
1363
Holloway Wealth Management
Florida
$38K – – –
MUS
1364
Mitsubishi UFJ Securities
Japan
$38K +$38K +240 New
AC
1365
Alexandria Capital
Virginia
$37K – – –
CIA
1366
Cascade Investment Advisors
Oregon
$36K +$36K +225 New
IP
1367
Isthmus Partners
Wisconsin
$36K +$11.3K +71 +46%
BKA
1368
Brick & Kyle Associates
Pennsylvania
$35K – – –
RWA
1369
Ropes Wealth Advisors
Massachusetts
$34K -$7.12K -45 -17%
OCM
1370
Oakview Capital Management
Texas
$34K +$34K +215 New
CPA
1371
Clear Perspective Advisors
Illinois
$33K +$33K +209 New
KLI
1372
Kelman-Lazarov Inc
Tennessee
$32K – – –
CTB
1373
Country Trust Bank
Illinois
$32K – – –
PRS
1374
Pinkerton Retirement Specialists
Idaho
$31K +$477 +3 +2%
CHC
1375
City Holding Co
West Virginia
$28K – – –
53 54
55
56 57