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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 %
BWA
1426
BDO Wealth Advisors
Florida
$118K 605 -50 -8%
BCP
1427
Blue Chip Partners
Michigan
$117K 595 +2 +0.3%
CPIG
1428
Chicago Partners Investment Group
Illinois
$110K 561 -538 -49%
QAM
1429
QCI Asset Management
New York
$104K 533 – –
GAM
1430
Gemmer Asset Management
California
$102K 523 – –
AIS
1431
AlphaOne Investment Services
Pennsylvania
$101K 516 +516 New
CPA
1432
Cowen Prime Advisors
New York
$98K 500 – –
CFG
1433
CKW Financial Group
Hawaii
$98K 500 – –
M
1434
MOTCO
Texas
$98K 502 – –
CAM
1435
Close Asset Management
United Kingdom
$98K 500 – –
HCM
1436
Highlander Capital Management
New Jersey
$98K 500 +500 New
BWM
1437
Baystate Wealth Management
Massachusetts
$91K 462 +41 +10%
NC
1438
NewSquare Capital
Pennsylvania
$90K 461 – –
GI
1439
GS Investments
Minnesota
$88.1K 450 – –
ACM
1440
AUA Capital Management
Pennsylvania
$87K 445 – –
FWM
1441
Focused Wealth Management
New York
$81K 416 – –
CP
1442
Corbenic Partners
Pennsylvania
$80K 407 +22 +6%
AWM
1443
AllSquare Wealth Management
New York
$80K 409 +409 New
Group One Trading
1444
Group One Trading
Illinois
$79K 403 -1,297 -76%
VNA
1445
Valley National Advisers
Pennsylvania
$77K 391 +18 +5%
WC
1446
Whitnell & Co
Illinois
$77K 394 +360 +1,059%
PG
1447
Patten Group
Tennessee
$76K 387 – –
MWM
1448
MinichMacGregor Wealth Management
New York
$75K 384 -2 -0.5%
RCG
1449
Ruggie Capital Group
Florida
$74K 380 – –
TFO
1450
Tarbox Family Office
California
$70K 359 +33 +10%
56 57
58
59 60