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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 %
FWM
1576
Focused Wealth Management
New York
$89K -$2.64K -12 -3%
AWM
1577
AllSquare Wealth Management
New York
$89K -$1.55K -7 -2%
LF
1578
Lee Financial
Texas
$89K +$48.2K +219 +118%
MWM
1579
MinichMacGregor Wealth Management
New York
$87K +$3.06K +14 +4%
GGHC
1580
Gilder Gagnon Howe & Co
New York
$87K +$87K +396 New
VNA
1581
Valley National Advisers
Pennsylvania
$86K – – –
CP
1582
Corbenic Partners
Pennsylvania
$85K -$4.86K -22 -5%
PG
1583
Patten Group
Tennessee
$85K – – –
PW
1584
Price Wealth
Texas
$85K +$85K +388 New
RCG
1585
Ruggie Capital Group
Florida
$84K – – –
C
1586
Cerebellum
California
$80K +$80K +363 New
TFO
1587
Tarbox Family Office
California
$79K – – –
FMP
1588
Financial Management Professionals
Texas
$78K – – –
OIA
1589
OneDigital Investment Advisors
Kansas
$78K +$221 +1 +0.3%
SWP
1590
Strategic Wealth Partners
Ohio
$75K +$75K +352 New
WAS
1591
Winch Advisory Services
Wisconsin
$74K +$222 +1 +0.3%
CHC
1592
City Holding Co
West Virginia
$73K +$27.1K +123 +59%
PWPS
1593
Pinnacle Wealth Planning Services
Ohio
$70K +$70K +318 New
GBBWRPM
1594
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$61K +$4.04K +17 +7%
KTM
1595
Keeler Thomas Management
Utah
$59K +$59K +269 New
IP
1596
Isthmus Partners
Wisconsin
$56K – – –
FMTCOCP
1597
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55.1K – – –
CA
1598
Centerpoint Advisors
Massachusetts
$55K +$55K +250 New
TCM
1599
Tradewinds Capital Management
Washington
$54K – – –
HIM
1600
Hillsdale Investment Management
Ontario, Canada
$53K – – –
62 63
64
65 66