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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 %
BFA
1451
Beaumont Financial Advisors
Massachusetts
$262K – – –
RWP
1452
RWA Wealth Partners
Massachusetts
$262K +$34.2K +155 +15%
TNB
1453
Thomasville National Bank
Georgia
$261K -$198K -900 -43%
FI
1454
FormulaFolio Investments
Michigan
$261K -$14.8K -67 -5%
CFA
1455
Capstone Financial Advisors
Illinois
$261K +$7.07K +32 +3%
PFA
1456
Pathway Financial Advisors
Vermont
$260K +$260K +1,179 New
ACM
1457
Advisors Capital Management
New Jersey
$259K +$442 +2 +0.2%
SGK
1458
Steigerwald Gordon & Koch
Virginia
$257K -$28.7K -130 -10%
LNB
1459
Ledyard National Bank
$257K -$16.5K -75 -6%
MBA
1460
McQueen Ball & Associates
Pennsylvania
$257K – – –
CIC
1461
Crawford Investment Counsel
Georgia
$255K +$16.5K +75 +7%
FFS
1462
Founders Financial Securities
Maryland
$253K – – –
DWM
1463
Dakota Wealth Management
Florida
$253K +$253K +1,149 New
SCM
1464
Stonebridge Capital Management
California
$252K -$11.5K -50 -4%
FHA
1465
First Horizon Advisors
Tennessee
$248K -$55.9K -252 -18%
HCP
1466
Holt Capital Partners
Texas
$248K – – –
VCM
1467
Versant Capital Management
Arizona
$248K – – –
BBA
1468
BLB&B Advisors
Pennsylvania
$247K -$21.1K -96 -8%
EWM
1469
Empirical Wealth Management
Washington
$247K +$10.8K +49 +5%
SNT
1470
Security National Trust
West Virginia
$246K – – –
EPP
1471
ETF Portfolio Partners
Kansas
$244K – – –
JGIA
1472
Jackson Grant Investment Advisers
Connecticut
$244K +$661 +3 +0.3%
OAM
1473
Occidental Asset Management
California
$243K – – –
CPC
1474
Cookson Peirce & Co
Pennsylvania
$243K +$243K +1,102 New
WA
1475
WealthTrust Axiom
Pennsylvania
$242K – – –
57 58
59
60 61