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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 %
ATC
1401
Adirondack Trust Company
New York
$182K 930 +15 +2%
SC
1402
SRB Corp
Massachusetts
$180K 919 -120 -12%
AF
1403
Allworth Financial
California
$172K 881 +4 +0.5%
PFGIA
1404
Patriot Financial Group Insurance Agency
Massachusetts
$168K 857 – –
LWCFA
1405
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$164K 839 -132 -14%
IIC
1406
Integrated Investment Consultants
Michigan
$164K 837 -56 -6%
FCMT
1407
Founders Capital Management (Texas)
Texas
$162K 825 – –
WAP
1408
Wealthcare Advisory Partners
Pennsylvania
$162K 826 +679 +462%
IP
1409
Intellectus Partners
California
$160K 818 – –
FCFS
1410
First Command Financial Services
Texas
$156K 795 -28 -3%
FCB
1411
First Command Bank
Texas
$156K 795 -28 -3%
CCM
1412
Cribstone Capital Management
Maine
$154K 788 -112 -12%
RWG
1413
Regal Wealth Group
California
$147K 749 +3 +0.4%
HCA
1414
Heck Capital Advisors
Wisconsin
$147K 750 +28 +4%
TJHA
1415
Thomas J. Herzfeld Advisors
Florida
$146K 747 +2 +0.3%
JCM
1416
Jacobi Capital Management
Pennsylvania
$143K 729 – –
WB
1417
Webster Bank
Connecticut
$141K 718 -100 -12%
WOC
1418
West Oak Capital
California
$137K 699 +378 +118%
KPCM
1419
Kings Point Capital Management
New York
$135K 687 – –
IDBONY
1420
Israel Discount Bank of New York
New York
$133K 677 – –
AOWM
1421
Alpha Omega Wealth Management
Virginia
$127K 650 – –
AIP
1422
Almanack Investment Partners
Pennsylvania
$126K 644 -207 -24%
WA
1423
Winfield Associates
Ohio
$126K 645 – –
MUS
1424
Mitsubishi UFJ Securities
Japan
$125K 640 – –
SHJ
1425
Sharkey, Howes & Javer
Colorado
$125K 641 – –
55 56
57
58 59