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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 %
CFA
1376
Carroll Financial Associates
North Carolina
$348K -$3.96K -18 -1%
BFO
1377
Boston Family Office
Massachusetts
$347K – – –
PFBT
1378
Parkside Financial Bank & Trust
Missouri
$346K -$75.4K -343 -18%
VA
1379
Valmark Advisers
Ohio
$346K +$112K +509 +48%
PAA
1380
Peregrine Asset Advisers
Oregon
$338K +$338K +1,531 New
TWM
1381
Titus Wealth Management
California
$336K +$336K +1,524 New
AW
1382
Alpha Windward
Massachusetts
$335K -$12.4K -56 -4%
FIMG
1383
Financial & Investment Management Group
Michigan
$335K – – –
EWM
1384
Evermay Wealth Management
Virginia
$334K -$55.2K -250 -14%
SCG
1385
Sonata Capital Group
Washington
$331K – – –
PWM
1386
Perigon Wealth Management
California
$330K +$48.5K +220 +17%
RWA
1387
River Wealth Advisors
Pennsylvania
$329K – – –
1SB
1388
1ST Source Bank
Indiana
$329K +$7.71K +35 +2%
DDC
1389
DF Dent & Co
Maryland
$328K +$328K +1,490 New
CWM
1390
Circle Wealth Management
New Jersey
$327K +$3.52K +16 +1%
PM
1391
Parametrica Management
Hong Kong
$327K +$85.2K +386 +35%
WT
1392
Washington Trust
Rhode Island
$326K – – –
AFS
1393
Access Financial Services
Minnesota
$325K -$9.94K -45 -3%
RE
1394
RBC Europe
United Kingdom
$323K +$14.3K +65 +5%
BL
1395
BFSG LLC
California
$323K +$69.3K +314 +27%
FWCM
1396
First Western Capital Management
California
$321K – – –
AWM
1397
Altium Wealth Management
New York
$318K +$318K +1,442 New
FPS
1398
Fieldpoint Private Securities
Connecticut
$317K -$1.45M -6,575 -82%
AF
1399
Aldebaran Financial
$317K -$11K -50 -3%
BCM
1400
Brasada Capital Management
Texas
$315K +$315K +1,427 New
54 55
56
57 58