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UnitedHealth
UNH

Overview Fund Activity

1,485 hedge funds and large institutions have $156B invested in UnitedHealth in 2017 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 584 increasing their positions, 598 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,485
Holders Change
+37
Holders Change %
+2.56%
% of All Funds
37.08%
Holding in Top 10
152
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+21.6%
% of All Funds
3.8%
New
121
Increased
584
Reduced
598
Closed
71
Calls
$687M
Puts
$1.09B
Net Calls
-$405M
Net Calls Change
-$65.1M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$443M
2
LPC
Lone Pine Capital
Connecticut
$316M
3
Vanguard Group
Vanguard Group
Pennsylvania
$12B
4
PPA
Parametric Portfolio Associates
Washington
$651M
5
Jennison Associates
Jennison Associates
New York
$418M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$4.05B
3
Capital World Investors
Capital World Investors
California
$7.99B
4
Viking Global Investors
Viking Global Investors
Connecticut
$486M
5
ClearBridge Investments
ClearBridge Investments
New York
$3.94B
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
1376
Adirondack Trust Company
New York
$169K -$13.9K -75 -8%
CCM
1377
Cribstone Capital Management
Maine
$167K +$41.2K +222 +33%
IIC
1378
Integrated Investment Consultants
Michigan
$166K -$1.86K -10 -1%
AF
1379
Allworth Financial
California
$163K -$3.35K -18 -2%
PFGIA
1380
Patriot Financial Group Insurance Agency
Massachusetts
$160K +$40.9K +219 +34%
AIP
1381
Almanack Investment Partners
Pennsylvania
$158K +$158K +851 New
FCMT
1382
Founders Capital Management (Texas)
Texas
$153K – – –
WB
1383
Webster Bank
Connecticut
$152K -$17.7K -95 -10%
FCB
1384
First Command Bank
Texas
$152K -$11.1K -60 -7%
FCFS
1385
First Command Financial Services
Texas
$152K -$11.1K -60 -7%
IP
1386
Intellectus Partners
California
$152K +$23.4K +126 +18%
TJHA
1387
Thomas J. Herzfeld Advisors
Florida
$138K -$35.2K -190 -20%
RWG
1388
Regal Wealth Group
California
$138K +$555 +3 +0.4%
JCM
1389
Jacobi Capital Management
Pennsylvania
$136K +$8.4K +45 +7%
HCA
1390
Heck Capital Advisors
Wisconsin
$134K -$10.4K -56 -7%
AIM
1391
Acrospire Investment Management
Illinois
$131K +$74.2K +400 +131%
KPCM
1392
Kings Point Capital Management
New York
$127K – – –
IDBONY
1393
Israel Discount Bank of New York
New York
$126K -$27.9K -150 -18%
AOWM
1394
Alpha Omega Wealth Management
Virginia
$121K – – –
BWA
1395
BDO Wealth Advisors
Florida
$121K +$121K +655 New
WA
1396
Winfield Associates
Ohio
$120K – – –
SHJ
1397
Sharkey, Howes & Javer
Colorado
$119K – – –
MUS
1398
Mitsubishi UFJ Securities
Japan
$119K +$96.7K +520 +433%
IR
1399
Invictus RG
Bermuda
$117K +$117K +633 New
BAM
1400
Bruderman Asset Management
New York
$114K +$114K +616 New
54 55
56
57 58