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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 %
SP
1401
Successful Portfolios
Florida
$315K +$315K +1,427 New
GC
1402
Gilbert & Cook
Iowa
$313K -$15.6K -71 -5%
AF
1403
Allworth Financial
California
$312K +$118K +535 +61%
SQA
1404
Simon Quick Advisors
New Jersey
$311K -$305K -1,287 -50%
CC
1405
Courier Capital
New York
$309K -$29.5K -134 -9%
RMCM
1406
Reynders McVeigh Capital Management
Massachusetts
$309K – – –
CCT
1407
Country Club Trust
Missouri
$309K +$27.5K +125 +10%
FNB
1408
Farmers National Bank
Kentucky
$309K +$54.1K +245 +21%
ACM
1409
Armbruster Capital Management
New York
$308K – – –
RIG
1410
Renaissance Investment Group
Massachusetts
$306K – – –
EA
1411
Edge Advisors
Georgia
$305K -$12.1K -55 -4%
GKWIM
1412
Gerber Kawasaki Wealth & Investment Management
California
$303K – – –
BBNB
1413
Baker Boyer National Bank
Washington
$300K – – –
UF
1414
Univest Financial
Pennsylvania
$298K -$221 -1 -0.1%
RIA
1415
Regal Investment Advisors
Michigan
$298K +$11.2K +51 +4%
TA
1416
Tiedemann Advisors
New York
$297K -$606K -2,753 -67%
RGIA
1417
Rainier Group Investment Advisory
Washington
$297K – – –
FAIM
1418
Financial Advocates Investment Management
Washington
$296K +$296K +1,342 New
WLIM
1419
White Lighthouse Investment Management
Massachusetts
$295K +$295K +1,336 New
VST
1420
Van Strum & Towne
California
$292K – – –
WI
1421
Wedgewood Investors
Pennsylvania
$291K – – –
CA
1422
Cornerstone Advisory
Maryland
$289K – – –
FSA
1423
Franklin Street Advisors
North Carolina
$289K +$30.2K +137 +12%
PGA
1424
Premia Global Advisors
Florida
$289K +$289K +1,318 New
MWM
1425
Merriman Wealth Management
Washington
$287K +$287K +1,301 New
55 56
57
58 59