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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 %
PCFFS
1626
Pacific Center for Financial Services
California
$24K – – –
SWMG
1627
Signature Wealth Management Group
Georgia
$24K +$24K +107 New
MSA
1628
Marino Stram & Associates
Massachusetts
$23K +$23K +105 New
SIM
1629
Sonora Investment Management
Arizona
$22.5K – – –
TDC
1630
Thompson Davis & Co
Virginia
$22K -$383K -1,742 -95%
OSNBOA
1631
Old Second National Bank of Aurora
Illinois
$22K – – –
RIM
1632
Ranger Investment Management
Texas
$22K – – –
RAM
1633
Riggs Asset Management
Pennsylvania
$22K – – –
GWA
1634
Guidant Wealth Advisors
Illinois
$22K +$22K +100 New
CFN
1635
Cordasco Financial Network
Florida
$21K – – –
SAM
1636
Shamrock Asset Management
Texas
$19K -$2.24K -10 -11%
WAM
1637
Wolverine Asset Management
Illinois
$19K +$19K +89 New
FBT
1638
First Bank & Trust
South Dakota
$18K +$18K +80 New
WWM
1639
Willingdon Wealth Management
North Carolina
$17K -$4.25K -19 -20%
RFWA
1640
RPg Family Wealth Advisory
Massachusetts
$14.1K – – –
LWA
1641
Lenox Wealth Advisors
New York
$13K +$11.9K +54 +1,080%
AWA
1642
Acorn Wealth Advisors
Michigan
$13K +$13K +57 New
OAJ
1643
Ogorek Anthony Joseph
New York
$12K +$12K +58 New
TJHA
1644
Thomas J. Herzfeld Advisors
Florida
$11K -$153K -697 -93%
CJA
1645
C-J Advisory
California
$11K – – –
KIG
1646
Kessler Investment Group
Indiana
$11K – – –
CWM
1647
Catamount Wealth Management
Connecticut
$11K +$4.4K +20 +67%
PCA
1648
Providence Capital Advisors
North Carolina
$11K +$11K +48 New
NSIM
1649
North Star Investment Management
Illinois
$10K – – –
RBC
1650
Roble Belko & Company
Pennsylvania
$10K – – –
64 65
66
67 68