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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 %
TCM
1601
TD Capital Management
Tennessee
$52K +$52K +235 New
DCM
1602
Delpha Capital Management
New York
$51K +$51K +233 New
MCM
1603
Mainstay Capital Management
Michigan
$49K +$49K +222 New
AIS
1604
AlphaOne Investment Services
Pennsylvania
$48K -$64.6K -296 -57%
WC
1605
Whitnell & Co
Illinois
$47K -$39.5K -180 -46%
FGC
1606
Financial Gravity Companies
Texas
$46K +$46K +193 New
SIAP
1607
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$44K – – –
SIS
1608
Sound Income Strategies
Florida
$44K +$44K +192 New
JAM
1609
JCIC Asset Management
Ontario, Canada
$43K +$43K +195 New
SP
1610
SWS Partners
Ohio
$43K +$43K +197 New
MPPLM
1611
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$40K +$40K +183 New
HWM
1612
Holloway Wealth Management
Florida
$39K -$35K – –
CPA
1613
Clear Perspective Advisors
Illinois
$34K +$16.8K +75 +97%
PO
1614
Private Ocean
California
$34K +$34K +152 New
ARMC
1615
American Research & Management Company
Massachusetts
$33K – – –
SPI
1616
Santori & Peters Inc
Pennsylvania
$33K +$33K +151 New
CB
1617
CNB Bank
Pennsylvania
$32K +$32K +143 New
WA
1618
WealthTrust-Arizona
Arizona
$30K +$2.19K +10 +8%
ME
1619
McIlrath & Eck
Washington
$30K +$30K +136 New
AP
1620
Atwood & Palmer
Missouri
$28K – – –
LWM
1621
Lenox Wealth Management
Ohio
$27K -$7.36K -33 -21%
CIM
1622
Contravisory Investment Management
Massachusetts
$26K -$1.08K -5 -4%
HDIM
1623
Hanson & Doremus Investment Management
Vermont
$26K – – –
HFP
1624
Holistic Financial Partners
Indiana
$25K +$25K +112 New
LWA
1625
Lowe Wealth Advisors
Maryland
$24K -$11.2K -50 -32%
63 64
65
66 67