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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 %
FMP
1451
Financial Management Professionals
Texas
$69K 356 – –
OIA
1452
OneDigital Investment Advisors
Kansas
$69K 352 +211 +150%
WAS
1453
Winch Advisory Services
Wisconsin
$65K 333 +1 +0.3%
EMG
1454
ETF Managers Group
New Jersey
$63K 322 +26 +9%
HCA
1455
Horan Capital Advisors
Ohio
$63K 320 +320 New
MCIA
1456
Mountain Capital Investment Advisors
Colorado
$51K 258 +258 New
IP
1457
Isthmus Partners
Wisconsin
$50K 253 +27 +12%
CLOS
1458
Compagnie Lombard Odier SCmA
Switzerland
$49K 248 – –
FMTCOCP
1459
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$49K 250 – –
TCM
1460
Tradewinds Capital Management
Washington
$48K 245 – –
FPF
1461
FNY Partners Fund
New York
$48K 250 +250 New
HIM
1462
Hillsdale Investment Management
Ontario, Canada
$47K 240 -2,050 -90%
GBBWRPM
1463
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$47K 240 – –
AC
1464
Alexandria Capital
Virginia
$45K 231 +1 +0.4%
CHC
1465
City Holding Co
West Virginia
$41K 208 – –
SIAP
1466
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$39K 200 -224 -53%
BWL
1467
Bogart Wealth LLC
Virginia
$37K 186 +186 New
LF
1468
Lee Financial
Texas
$36K 185 – –
HWM
1469
Holloway Wealth Management
Florida
– – – –
LWA
1470
Lowe Wealth Advisors
Maryland
$31K 157 +107 +214%
LWM
1471
Lenox Wealth Management
Ohio
$30K 154 +19 +14%
ARMC
1472
American Research & Management Company
Massachusetts
$29K 150 – –
WA
1473
WealthTrust-Arizona
Arizona
$25K 127 – –
HDIM
1474
Hanson & Doremus Investment Management
Vermont
$24K 120 – –
AP
1475
Atwood & Palmer
Missouri
$24K 125 – –
57 58
59
60 61