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UnitedHealth
UNH

Overview Fund Activity

1,448 hedge funds and large institutions have $137B invested in UnitedHealth in 2017 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 548 increasing their positions, 609 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,448
Holders Change
+38
Holders Change %
+2.7%
% of All Funds
36.1%
Holding in Top 10
125
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-17.22%
% of All Funds
3.12%
New
133
Increased
548
Reduced
609
Closed
79
Calls
$665M
Puts
$1.01B
Net Calls
-$340M
Net Calls Change
-$2.78M

Top Buyers

1
BlackRock
BlackRock
New York
+$10.8B
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
+$511M
3
Capital World Investors
Capital World Investors
California
+$476M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$456M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$224M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$391M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$304M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$211M
4
PPA
Parametric Portfolio Associates
Washington
-$176M
5
TCIM
TIAA CREF Investment Management
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
1501
Smith, Moore & Co
Missouri
– -$251K -1,570 Closed
HCM
1502
Hollencrest Capital Management
California
– -$245K -1,532 Closed
CFP
1503
Cornerstone Financial Partners
North Carolina
– -$240K -1,498 Closed
NED
1504
Nancy E. Dempze
– -$235K -1,470 Closed
B
1505
Brightworth
Georgia
– -$228K -1,423 Closed
MWM
1506
Marietta Wealth Management
Georgia
– -$225K -1,404 Closed
PTC
1507
Petrus Trust Company
Texas
– -$209K -1,305 Closed
WP
1508
WealthSource Partners
California
– -$207K -1,292 Closed
HIIFS
1509
Harel Insurance Investments & Financial Services
Israel
– -$195K -1,220 Closed
NFM
1510
North Forty Management
Washington
– -$134K -840 Closed
BAM
1511
Bruderman Asset Management
New York
– -$99K -616 Closed
EF
1512
Empirical Finance
Pennsylvania
– -$84K -523 Closed
PFSC
1513
Peoples Financial Services Corp
Pennsylvania
– -$71K -500 Closed
SIG
1514
Stanford Investment Group
California
– -$49K -307 Closed
LA
1515
Legacy Advisors
Pennsylvania
– -$41K -262 Closed
HTHT
1516
Hemenway Trust Hemenway Trust
New Hampshire
– -$40K -250 Closed
CIA
1517
Cascade Investment Advisors
Oregon
– -$36K -225 Closed
CTB
1518
Country Trust Bank
Illinois
– -$32K -200 Closed
KLI
1519
Kelman-Lazarov Inc
Tennessee
– -$32K -200 Closed
PRS
1520
Pinkerton Retirement Specialists
Idaho
– -$31K -195 Closed
PFS
1521
Physicians Financial Services
North Carolina
– -$27K -187 Closed
DPA
1522
Delphi Private Advisors
California
– -$26K -162 Closed
FAN
1523
Financial Advisors Network
California
– -$20.7K -127 Closed
H
1524
Hexavest
Quebec, Canada
– -$9K -54 Closed
CS
1525
Credential Securities
– -$6.72K -42 Closed
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