Gm Advisory Group Has Increased Unitedhealth Group (UNH) Stake by $338,580 as Stock Value Declined; Greystone Managed Investments Position in Bank Montreal Que (BMO) Has Upped by $14.31 Million as Market Value Declined

April 23, 2018 - By Vivian Park

UnitedHealth Group Incorporated (NYSE:UNH) Logo

Gm Advisory Group Inc increased its stake in Unitedhealth Group Inc (UNH) by 80.49% based on its latest 2017Q4 regulatory filing with the SEC. Gm Advisory Group Inc bought 1,539 shares as the company’s stock declined 0.93% with the market. The hedge fund held 3,451 shares of the medical specialities company at the end of 2017Q4, valued at $761,000, up from 1,912 at the end of the previous reported quarter. Gm Advisory Group Inc who had been investing in Unitedhealth Group Inc for a number of months, seems to be bullish on the $227.46 billion market cap company. The stock decreased 0.30% or $0.7 during the last trading session, reaching $235.06. About 2.84M shares traded. UnitedHealth Group Incorporated (NYSE:UNH) has risen 32.42% since April 23, 2017 and is uptrending. It has outperformed by 20.87% the S&P500.

Greystone Managed Investments Inc increased its stake in Bank Montreal Que (BMO) by 28.79% based on its latest 2017Q4 regulatory filing with the SEC. Greystone Managed Investments Inc bought 178,848 shares as the company’s stock declined 5.54% with the market. The institutional investor held 800,159 shares of the commercial banks company at the end of 2017Q4, valued at $64.24M, up from 621,311 at the end of the previous reported quarter. Greystone Managed Investments Inc who had been investing in Bank Montreal Que for a number of months, seems to be bullish on the $46.31B market cap company. The stock decreased 0.09% or $0.07 during the last trading session, reaching $74.95. About 691,774 shares traded or 55.77% up from the average. Bank of Montreal (NYSE:BMO) has risen 0.84% since April 23, 2017 and is uptrending. It has underperformed by 10.71% the S&P500.

Among 13 analysts covering Bank Of Montreal (NYSE:BMO), 4 have Buy rating, 0 Sell and 9 Hold. Therefore 31% are positive. Bank Of Montreal had 29 analyst reports since August 4, 2015 according to SRatingsIntel. RBC Capital Markets maintained Bank of Montreal (NYSE:BMO) on Wednesday, August 24 with “Sector Perform” rating. The rating was upgraded by Citigroup on Thursday, May 18 to “Buy”. Scotia Capital maintained the stock with “Sector Perform” rating in Wednesday, August 26 report. The firm earned “Neutral” rating on Wednesday, November 23 by Credit Suisse. Canaccord Genuity downgraded the shares of BMO in report on Thursday, May 26 to “Hold” rating. The rating was maintained by National Bank Canada on Wednesday, August 26 with “Sector Perform”. As per Wednesday, December 2, the company rating was upgraded by TD Securities. The firm has “Underweight” rating by Barclays Capital given on Wednesday, December 2. Macquarie Research upgraded the shares of BMO in report on Thursday, February 15 to “Outperform” rating. The rating was downgraded by Credit Suisse on Tuesday, March 8 to “Neutral”.

Greystone Managed Investments Inc, which manages about $2.41B US Long portfolio, decreased its stake in Fortis Inc (FRTSF) by 23,516 shares to 1.83M shares, valued at $67.38 million in 2017Q4, according to the filing. It also reduced its holding in Lockheed Martin Corp (NYSE:LMT) by 3,986 shares in the quarter, leaving it with 37,860 shares, and cut its stake in Celgene Corp (NASDAQ:CELG).

Since December 14, 2017, it had 0 insider buys, and 11 sales for $29.13 million activity. 10,400 shares valued at $2.39M were sold by BURKE RICHARD T on Wednesday, February 28. WILENSKY GAIL R had sold 5,820 shares worth $1.40M on Thursday, January 18. The insider BALLARD WILLIAM C JR sold 10,000 shares worth $2.46M. Shine Kenneth Irwin had sold 202 shares worth $47,959 on Thursday, April 19. 14,233 shares were sold by Nelson Steven H, worth $3.28M. HOOPER MICHELE J sold 10,000 shares worth $2.38M.

Gm Advisory Group Inc, which manages about $547.47 million and $367.53M US Long portfolio, decreased its stake in Powershares Db Cmdty Idx Tra (DBC) by 32,380 shares to 492,840 shares, valued at $8.19 million in 2017Q4, according to the filing.

Investors sentiment increased to 0.96 in 2017 Q4. Its up 0.05, from 0.91 in 2017Q3. It improved, as 51 investors sold UNH shares while 538 reduced holdings. 138 funds opened positions while 426 raised stakes. 806.07 million shares or 0.60% less from 810.94 million shares in 2017Q3 were reported. Price Cap Mngmt owns 7,612 shares. Moreover, Legacy Cap Prtnrs has 1.28% invested in UnitedHealth Group Incorporated (NYSE:UNH) for 11,735 shares. Capital Inc Ca holds 0.25% or 7,570 shares in its portfolio. D E Shaw invested in 44,683 shares. Sivik Healthcare Limited Liability Company owns 35,000 shares. Chesley Taft And Associate Limited, Illinois-based fund reported 28,359 shares. Hollencrest Cap Mngmt accumulated 1,028 shares. Colonial Trust Advsrs owns 58,600 shares. Aspen Invest Mngmt holds 0.26% or 1,680 shares. 353,097 were reported by Calamos Advsrs Limited Liability Company. Moreover, Perritt Cap Mgmt Incorporated has 0.19% invested in UnitedHealth Group Incorporated (NYSE:UNH). Bb&T reported 0.84% of its portfolio in UnitedHealth Group Incorporated (NYSE:UNH). Moreover, Fairview Management Limited has 0.01% invested in UnitedHealth Group Incorporated (NYSE:UNH) for 1,050 shares. Ranger Inv Mgmt Ltd Partnership has invested 0% in UnitedHealth Group Incorporated (NYSE:UNH). Vaughan David Invests Il accumulated 1.85% or 181,248 shares.

Among 27 analysts covering UnitedHealth Group (NYSE:UNH), 27 have Buy rating, 0 Sell and 0 Hold. Therefore 100% are positive. UnitedHealth Group had 88 analyst reports since September 2, 2015 according to SRatingsIntel. On Wednesday, December 6 the stock rating was maintained by Cantor Fitzgerald with “Buy”. Cantor Fitzgerald maintained it with “Buy” rating and $225.0 target in Thursday, November 16 report. Deutsche Bank maintained UnitedHealth Group Incorporated (NYSE:UNH) rating on Thursday, July 13. Deutsche Bank has “Buy” rating and $197 target. The stock of UnitedHealth Group Incorporated (NYSE:UNH) earned “Buy” rating by Credit Suisse on Wednesday, November 29. The stock of UnitedHealth Group Incorporated (NYSE:UNH) has “Overweight” rating given on Friday, April 7 by Cantor Fitzgerald. The stock of UnitedHealth Group Incorporated (NYSE:UNH) earned “Overweight” rating by Morgan Stanley on Wednesday, October 18. Cantor Fitzgerald maintained UnitedHealth Group Incorporated (NYSE:UNH) on Tuesday, October 17 with “Buy” rating. The rating was initiated by Citigroup on Friday, October 2 with “Buy”. Jefferies maintained UnitedHealth Group Incorporated (NYSE:UNH) on Friday, January 12 with “Buy” rating. The stock of UnitedHealth Group Incorporated (NYSE:UNH) earned “Buy” rating by Bank of America on Wednesday, October 18.

UnitedHealth Group Incorporated (NYSE:UNH) Institutional Positions Chart

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