UNH icon

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 %
KC
1526
Kingfisher Capital
North Carolina
$200K +$200K +908 New
ATC
1527
Adirondack Trust Company
New York
$196K -$8.81K -40 -4%
PFGIA
1528
Patriot Financial Group Insurance Agency
Massachusetts
$194K +$226 +1 +0.1%
AIP
1529
Almanack Investment Partners
Pennsylvania
$192K +$49.9K +226 +35%
BWM
1530
Baystate Wealth Management
Massachusetts
$186K +$73.2K +300 +65%
LWCFA
1531
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$185K – – –
VCM
1532
Virtue Capital Management
Tennessee
$185K +$185K +839 New
JCM
1533
Jacobi Capital Management
Pennsylvania
$184K +$20.2K +90 +12%
FCMT
1534
Founders Capital Management (Texas)
Texas
$182K – – –
LA
1535
Legacy Advisors
Pennsylvania
$176K +$149K +677 +546%
GFP
1536
Gryphon Financial Partners
Ohio
$176K +$176K +799 New
FCFS
1537
First Command Financial Services
Texas
$175K – – –
FCB
1538
First Command Bank
Texas
$175K – – –
RWG
1539
Regal Wealth Group
California
$174K +$8.61K +39 +5%
KJWM
1540
Kiley Juergens Wealth Management
Washington
$171K +$171K +776 New
NIM
1541
NuWave Investment Management
New Jersey
$168K +$168K +762 New
HCA
1542
Heck Capital Advisors
Wisconsin
$168K +$2.21K +10 +1%
GAM
1543
Gemmer Asset Management
California
$159K +$44K +200 +38%
WB
1544
Webster Bank
Connecticut
$158K – – –
IP
1545
Intellectus Partners
California
$155K -$25.6K -116 -14%
WOC
1546
West Oak Capital
California
$152K -$1.76K -8 -1%
MUS
1547
Mitsubishi UFJ Securities
Japan
$152K +$11K +50 +8%
QAM
1548
QCI Asset Management
New York
$152K +$34.2K +155 +29%
KPCM
1549
Kings Point Capital Management
New York
$151K – – –
IDBONY
1550
Israel Discount Bank of New York
New York
$149K – – –
60 61
62
63 64