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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 %
FG
1501
Fiduciary Group
Georgia
$222K -$38.2K -173 -15%
SWM
1502
Sequoia Wealth Management
Illinois
$222K +$222K +990 New
WBG
1503
Wharton Business Group
Pennsylvania
$222K +$222K +1,008 New
Credit Agricole
1504
Credit Agricole
France
$220K -$185M -843,016 -100%
HPCM
1505
High Pointe Capital Management
Illinois
$220K +$220K +1,000 New
FC
1506
Financial Consulate
Maryland
$220K +$220K +1,000 New
CWM
1507
Concentric Wealth Management
California
$220K +$220K +1,000 New
ACP
1508
Aveo Capital Partners
Colorado
$218K -$20K -91 -8%
NWS
1509
Newport Wealth Strategies
California
$214K +$214K +904 New
IA
1510
Independence Advisors
Pennsylvania
$214K +$214K +969 New
CCM
1511
Chieftain Capital Management
New York
$212K -$248K -1,125 -54%
HIS
1512
Horizon Investment Services
Indiana
$212K +$212K +960 New
RA
1513
RFG Advisory
Alabama
$211K +$211K +944 New
MBT
1514
Monroe Bank & Trust
Michigan
$209K +$209K +950 New
XS
1515
XML Securities
Maryland
$207K +$207K +938 New
KA
1516
Kaizen Advisory
Illinois
$205K +$205K +929 New
TFF
1517
The Family Firm
Maryland
$205K +$205K +932 New
BFG
1518
Barber Financial Group
Kansas
$203K -$36.1K -164 -15%
SC
1519
SRB Corp
Massachusetts
$203K – – –
DWM
1520
Destination Wealth Management
California
$202K -$44.1K -200 -18%
MWM
1521
Mascoma Wealth Management
New Hampshire
$202K -$32.5K -140 -14%
AWM
1522
Aries Wealth Management
Maine
$202K +$202K +829 New
WFMPM
1523
Woodley Farra Manion Portfolio Management
Indiana
$202K +$202K +916 New
HCM
1524
Hengehold Capital Management
Ohio
$202K +$202K +917 New
WAP
1525
Wealthcare Advisory Partners
Pennsylvania
$201K +$19.2K +87 +11%
59 60
61
62 63