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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 %
VNA
1376
Valley National Advisers
Pennsylvania
$61K – – –
MWM
1377
MinichMacGregor Wealth Management
New York
$60K -$811 -5 -1%
FMP
1378
Financial Management Professionals
Texas
$58K – – –
TC
1379
Trust Company
Kansas
$57K +$8.96K +55 +19%
RBC
1380
Roble Belko & Company
Pennsylvania
$55K – – –
WAS
1381
Winch Advisory Services
Wisconsin
$54K – – –
TFO
1382
Tarbox Family Office
California
$53K – – –
WOC
1383
West Oak Capital
California
$52.6K +$39.5K +241 +301%
WP
1384
WealthPLAN Partners
Nebraska
$51.9K +$51.9K +314 New
AIM
1385
Acrospire Investment Management
Illinois
$50K -$179K -1,094 -78%
CAG
1386
Crestwood Advisors Group
Massachusetts
$49K +$49K +280 New
HR
1387
Howe & Rusling
New York
$48K +$26.5K +160 +123%
FWM
1388
Focused Wealth Management
New York
$46K -$492K -2,984 -91%
AFIA
1389
America First Investment Advisors
Nebraska
$45K +$45K +275 New
SA
1390
SpiderRock Advisors
Delaware
$43K – – –
FMTCOCP
1391
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K – – –
GBBWRPM
1392
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$40K – – –
ZB
1393
Zions Bancorporation
Utah
$39K -$77K -474 -66%
HWM
1394
Holloway Wealth Management
Florida
$39K -$38K – –
TCM
1395
Tradewinds Capital Management
Washington
$39K – – –
AC
1396
Alexandria Capital
Virginia
$38K – – –
IP
1397
Isthmus Partners
Wisconsin
$37K – – –
BKA
1398
Brick & Kyle Associates
Pennsylvania
$36K – – –
OCM
1399
Oakview Capital Management
Texas
$35K – – –
CHC
1400
City Holding Co
West Virginia
$29K – – –
54 55
56
57 58