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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 %
LA
1476
Legacy Advisors
Pennsylvania
$24K 124 +124 New
CIM
1477
Contravisory Investment Management
Massachusetts
$24K 125 +125 New
PCFFS
1478
Pacific Center for Financial Services
California
$22K 111 – –
CFD
1479
Creative Financial Designs
Indiana
$22K 112 – –
RIM
1480
Ranger Investment Management
Texas
$20K 100 – –
RAM
1481
Riggs Asset Management
Pennsylvania
$20K 100 – –
OSNBOA
1482
Old Second National Bank of Aurora
Illinois
$20K 100 – –
FPB
1483
First PREMIER Bank
South Dakota
$20K 100 – –
SIM
1484
Sonora Investment Management
Arizona
$20K 102 -25 -20%
SAM
1485
Shamrock Asset Management
Texas
$19K 95 – –
CFN
1486
Cordasco Financial Network
Florida
$19K 96 +85 +773%
WWM
1487
Willingdon Wealth Management
North Carolina
$19K 95 +95 New
CPA
1488
Clear Perspective Advisors
Illinois
$15K 77 – –
CTB
1489
Country Trust Bank
Illinois
$14K 69 +41 +146%
RFWA
1490
RPg Family Wealth Advisory
Massachusetts
$12.5K 64 – –
DAM
1491
Delta Asset Management
Tennessee
$11K 55 – –
AIL
1492
AGF Investments LLC
Ontario, Canada
$10K 50 -6 -11%
CJA
1493
C-J Advisory
California
$10K 52 – –
FA
1494
Fortis Advisors
Pennsylvania
$10K 50 +50 New
NSIM
1495
North Star Investment Management
Illinois
$9K 44 -51 -54%
RBC
1496
Roble Belko & Company
Pennsylvania
$9K 46 – –
KIG
1497
Kessler Investment Group
Indiana
$9K 48 +48 New
NSB
1498
Norway Savings Bank
Maine
$8K 40 – –
NIC
1499
Northwest Investment Counselors
Oregon
$7K 34 – –
FFW
1500
Fusion Family Wealth
New York
$7K 37 – –
58 59
60
61 62