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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 %
WA
1551
Winfield Associates
Ohio
$143K – – –
PMFA
1552
Plante Moran Financial Advisors
Michigan
$141K -$123K -557 -46%
SHJ
1553
Sharkey, Howes & Javer
Colorado
$141K – – –
BCP
1554
Blue Chip Partners
Michigan
$136K +$4.85K +22 +4%
KF
1555
Krilogy Financial
Missouri
$135K -$88.1K -400 -39%
BWA
1556
BDO Wealth Advisors
Florida
$133K – – –
TFS
1557
TrustCore Financial Services
Tennessee
$133K +$133K +604 New
RPC
1558
Rossmore Private Capital
Connecticut
$132K +$132K +601 New
PFO
1559
Pathstone Family Office
New Jersey
$129K +$129K +583 New
M
1560
MOTCO
Texas
$121K +$10.8K +49 +10%
PCM
1561
Poehling Capital Management
Wisconsin
$121K +$121K +550 New
CPIG
1562
Chicago Partners Investment Group
Illinois
$119K -$4.86K -22 -4%
CCM
1563
Cribstone Capital Management
Maine
$118K -$56.5K -255 -32%
CFD
1564
Creative Financial Designs
Indiana
$112K +$87.2K +394 +352%
HCM
1565
Highlander Capital Management
New Jersey
$110K – – –
CFG
1566
CKW Financial Group
Hawaii
$110K – – –
CAM
1567
Close Asset Management
United Kingdom
$110K – – –
CPA
1568
Cowen Prime Advisors
New York
$110K – – –
TFA
1569
Toth Financial Advisory
Virginia
$108K +$108K +491 New
ED
1570
Exane Derivatives
France
$102K +$102K +460 +15,333%
AWM
1571
Aevitas Wealth Management
Massachusetts
$102K +$102K +462 New
GI
1572
GS Investments
Minnesota
$99.2K – – –
AOWM
1573
Alpha Omega Wealth Management
Virginia
$99K -$44K -200 -31%
ACM
1574
AUA Capital Management
Pennsylvania
$98K – – –
NC
1575
NewSquare Capital
Pennsylvania
$95K -$6.38K -29 -6%
61 62
63
64 65