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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 %
PM
1376
Parametrica Management
Hong Kong
$214K 1,095 +1,095 New
TIM
1377
Thompson Investment Management
Wisconsin
$213K 1,090 – –
MCM
1378
MV Capital Management
Maryland
$213K 1,090 – –
BFG
1379
Barber Financial Group
Kansas
$212K 1,085 -561 -34%
ACP
1380
Aveo Capital Partners
Colorado
$212K 1,082 -25 -2%
CIC
1381
Crawford Investment Counsel
Georgia
$212K 1,082 -17 -2%
WF
1382
WealthTrust Fairport
Ohio
$212K 1,082 – –
FIM
1383
Frontier Investment Management
Texas
$211K 1,080 +1,080 New
EWM
1384
Empirical Wealth Management
Washington
$210K 1,071 +1,071 New
HWM
1385
Highwater Wealth Management
Colorado
$209K 1,068 -202 -16%
MA
1386
MCF Advisors
Kentucky
$208K 1,060 -115 -10%
LA
1387
LVW Advisors
New York
$207K 1,059 -217 -17%
VA
1388
Valmark Advisers
Ohio
$207K 1,059 +1,059 New
CIC
1389
Cornercap Investment Counsel
Georgia
$206K 1,050 -1,505 -59%
FCIM
1390
Fairview Capital Investment Management
California
$206K 1,050 +1,050 New
FCMC
1391
Founders Capital Management (Connecticut)
Connecticut
$205K 1,048 -60 -5%
MBT
1392
Montecito Bank & Trust
California
$202K 1,031 -103 -9%
RWP
1393
RWA Wealth Partners
Massachusetts
$202K 1,032 +1,032 New
CIP
1394
Capital Insight Partners
Arizona
$202K 1,033 +1,033 New
UBWV
1395
United Bank (West Virginia)
West Virginia
$201K 1,025 +1,025 New
HCM
1396
Hollencrest Capital Management
California
$201K 1,028 +1,028 New
IT
1397
Independence Trust
Tennessee
$200K 1,023 +1,023 New
MWM
1398
Mascoma Wealth Management
New Hampshire
$198K 1,010 -121 -11%
OFW
1399
Omnia Family Wealth
Florida
$198K 1,012 -87 -8%
KF
1400
Krilogy Financial
Missouri
$198K 1,013 +438 +76%
54 55
56
57 58