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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.

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

Top Sellers

1
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$4.05B
3
Capital World Investors
3
Capital World Investors
California
$7.99B
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$486M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$3.94B
Name Market Value Shares Shares
Change 		Shares
Change %
BCP
1401
Blue Chip Partners
Michigan
$110K 593 +593 New
PFO
1402
Pathstone Family Office
New Jersey
$108K 583 -23 -4%
KF
1403
Krilogy Financial
Missouri
$107K 575 -2,503 -81%
DIA
1404
Davidson Investment Advisors
Montana
$101K 550 – –
QAM
1405
QCI Asset Management
New York
$99K 533 – –
GAM
1406
Gemmer Asset Management
California
$97K 523 -56 -10%
M
1407
MOTCO
Texas
$93K 502 -170 -25%
CFG
1408
CKW Financial Group
Hawaii
$93K 500 – –
CPA
1409
Cowen Prime Advisors
New York
$93K 500 – –
CAM
1410
Close Asset Management
United Kingdom
$93K 500 – –
NC
1411
NewSquare Capital
Pennsylvania
$86K 461 – –
GI
1412
GS Investments
Minnesota
$83.4K 450 +450 New
ACM
1413
AUA Capital Management
Pennsylvania
$83K 445 – –
CHP
1414
Cable Hill Partners
Oregon
$81K 433 – –
SIAP
1415
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$79K 424 -376 -47%
BWM
1416
Baystate Wealth Management
Massachusetts
$78K 421 +2 +0.5%
FWM
1417
Focused Wealth Management
New York
$77K 416 +137 +49%
PG
1418
Patten Group
Tennessee
$75K 387 -163 -30%
CP
1419
Corbenic Partners
Pennsylvania
$71K 385 – –
MWM
1420
MinichMacGregor Wealth Management
New York
$71K 386 +16 +4%
RCG
1421
Ruggie Capital Group
Florida
$70K 380 – –
VNA
1422
Valley National Advisers
Pennsylvania
$69K 373 – –
FMP
1423
Financial Management Professionals
Texas
$66K 356 – –
WAS
1424
Winch Advisory Services
Wisconsin
$62K 332 +1 +0.3%
TFO
1425
Tarbox Family Office
California
$60K 326 – –
55 56
57
58 59