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UnitedHealth
UNH

Overview Fund Activity

1,448 hedge funds and large institutions have $137B invested in UnitedHealth in 2017 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 548 increasing their positions, 609 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,448
Holders Change
+38
Holders Change %
+2.7%
% of All Funds
36.1%
Holding in Top 10
125
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-17.22%
% of All Funds
3.12%
New
133
Increased
548
Reduced
609
Closed
79
Calls
$665M
Puts
$1.01B
Net Calls
-$340M
Net Calls Change
-$2.78M

Top Buyers

1
BlackRock
BlackRock
New York
+$10.8B
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
+$511M
3
Capital World Investors
Capital World Investors
California
+$476M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$456M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$224M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$391M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$304M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$211M
4
PPA
Parametric Portfolio Associates
Washington
-$176M
5
TCIM
TIAA CREF Investment Management
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
1351
MOTCO
Texas
$110K -$9.66K -59 -8%
AOWM
1352
Alpha Omega Wealth Management
Virginia
$107K – – –
WA
1353
Winfield Associates
Ohio
$106K -$4.11K -25 -4%
PFGIA
1354
Patriot Financial Group Insurance Agency
Massachusetts
$106K +$100K +603 +1,723%
SHJ
1355
Sharkey, Howes & Javer
Colorado
$105K – – –
PFO
1356
Pathstone Family Office
New Jersey
$100K +$100K +606 New
FPS
1357
Fieldpoint Private Securities
Connecticut
$96K +$96K +583 New
GAM
1358
Gemmer Asset Management
California
$95K -$164 -1 -0.2%
PG
1359
Patten Group
Tennessee
$91K – – –
DIA
1360
Davidson Investment Advisors
Montana
$90K -$74.3K -454 -45%
QAM
1361
QCI Asset Management
New York
$87K – – –
GI
1362
Gradient Investments
Minnesota
$84K +$6.74K +41 +9%
CFG
1363
CKW Financial Group
Hawaii
$82K – – –
CAM
1364
Close Asset Management
United Kingdom
$82K – – –
CPA
1365
Cowen Prime Advisors
New York
$82K – – –
NC
1366
NewSquare Capital
Pennsylvania
$76K +$17.5K +106 +30%
ACM
1367
AUA Capital Management
Pennsylvania
$73K – – –
CPP
1368
Crow Point Partners
Massachusetts
$72K +$13.6K +83 +23%
CHP
1369
Cable Hill Partners
Oregon
$71K +$4.1K +25 +6%
AIM
1370
Assured Investment Management
New York
$70K -$2.1M -12,813 -97%
AWM
1371
AllSquare Wealth Management
New York
$70K +$28.1K +172 +67%
BWM
1372
Baystate Wealth Management
Massachusetts
$69K +$2.8K +17 +4%
Parallax Volatility Advisers
1373
Parallax Volatility Advisers
California
$64K +$64K +392 New
CP
1374
Corbenic Partners
Pennsylvania
$63K – – –
RCG
1375
Ruggie Capital Group
Florida
$62K +$62K +380 New
53 54
55
56 57