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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.

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
Aberdeen Group
1
Aberdeen Group
United Kingdom
$669M
2
Capital International Investors
2
Capital International Investors
California
$809M
3
Jennison Associates
3
Jennison Associates
New York
$1.09B
4
LPC
4
Lone Pine Capital
Connecticut
$862M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$7.2B

Top Sellers

1
VAM
1
Veritas Asset Management
United Kingdom
$608M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.5B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$6.9B
4
ClearBridge Investments
4
ClearBridge Investments
New York
$3.86B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$4.01B
Name Market Value Shares Shares
Change 		Shares
Change %
FTC
1351
Farmers Trust Company
Ohio
$228K 1,162 +1,162 New
EWA
1352
Exencial Wealth Advisors
Oklahoma
$228K 1,163 +1,163 New
WA
1353
Wasatch Advisors
Utah
$228K 1,165 +1,165 New
1IA
1354
1834 Investment Advisors
Wisconsin
$227K 1,161 +48 +4%
FNB
1355
Farmers National Bank
Kentucky
$226K 1,155 -100 -8%
DAM
1356
Doheny Asset Management
California
$226K 1,154 – –
SCM
1357
Stonebridge Capital Management
California
$225K 1,150 – –
FFS
1358
Founders Financial Securities
Maryland
$225K 1,148 – –
BL
1359
BFSG LLC
California
$225K 1,149 +1,149 New
CFA
1360
Capstone Financial Advisors
Illinois
$225K 1,150 +1,150 New
WPA
1361
West Paces Advisors
Georgia
$223K 1,141 +80 +8%
CM
1362
Capital Management
Virginia
$223K 1,138 -50 -4%
MWM
1363
Marietta Wealth Management
Georgia
$223K 1,139 +1,139 New
AGM
1364
Alpine Global Management
New York
$221K 1,126 +1,126 New
VCM
1365
Versant Capital Management
Arizona
$220K 1,126 -70 -6%
HCP
1366
Holt Capital Partners
Texas
$220K 1,125 – –
SNT
1367
Security National Trust
West Virginia
$219K 1,118 -6 -0.5%
DWM
1368
Destination Wealth Management
California
$219K 1,116 +1,116 New
EPP
1369
ETF Portfolio Partners
Kansas
$217K 1,109 – –
JGIA
1370
Jackson Grant Investment Advisers
Connecticut
$216K 1,105 +4 +0.4%
AWA
1371
Arete Wealth Advisors
Illinois
$216K 1,104 +1,104 New
NED
1372
Nancy E. Dempze
$215K 1,094 -100 -8%
OAM
1373
Occidental Asset Management
California
$215K 1,100 – –
KCPG
1374
Kavar Capital Partners Group
Kansas
$215K 1,100 – –
WA
1375
WealthTrust Axiom
Pennsylvania
$215K 1,100 – –
53 54
55
56 57