UNH icon

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 %
MWM
1351
Mission Wealth Management
California
$378K -$113K -513 -23%
LAIC
1352
Lederer & Associates Investment Counsel
California
$376K -$19.8K -90 -5%
HS
1353
HighVista Strategies
Massachusetts
$375K -$176K -800 -32%
GCC
1354
Game Creek Capital
Massachusetts
$375K +$375K +1,700 New
IIC
1355
Ironwood Investment Counsel
Arizona
$374K +$4.63K +21 +1%
SFA
1356
Sequoia Financial Advisors
Ohio
$374K +$85.3K +387 +30%
MCM
1357
McRae Capital Management
New Jersey
$371K -$8.81K -40 -2%
AIM
1358
Aspen Investment Management
Michigan
$370K – – –
BWL
1359
Bogart Wealth LLC
Virginia
$370K +$329K +1,494 +803%
JSL
1360
JT Stratford LLC
Georgia
$368K -$101K -460 -22%
CAW
1361
Cornerstone Advisors (Washington)
Washington
$367K – – –
CBA
1362
Coastal Bridge Advisors
Connecticut
$366K +$11K +50 +3%
CG
1363
Cutler Group
California
$365K +$19.2K +87 +6%
TWA
1364
TCI Wealth Advisors
Arizona
$362K – – –
EFSCE
1365
Enterprise Financial Services Corp (EFSC)
Missouri
$361K -$30.9K -140 -8%
TAM
1366
Trillium Asset Management
Massachusetts
$361K – – –
CCM
1367
Compton Capital Management
Rhode Island
$361K +$93.8K +426 +35%
BFEC
1368
Benjamin F. Edwards & Company
Missouri
$360K +$12.3K +56 +4%
FCAG
1369
First Capital Advisors Group
New Jersey
$360K +$17.9K +81 +5%
LCM
1370
Landscape Capital Management
New Jersey
$359K +$359K +1,628 New
DBRC
1371
D.B. Root & Company
Pennsylvania
$358K +$358K +1,623 New
VIM
1372
Vista Investment Management
Pennsylvania
$357K +$357K +1,620 New
CAAS
1373
Capital Asset Advisory Services
Michigan
$355K -$2.21K -10 -0.6%
NWP
1374
Northstar Wealth Partners
Connecticut
$355K +$22.5K +100 +7%
IIM
1375
Intact Investment Management
Quebec, Canada
$353K – – –
53 54
55
56 57