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UnitedHealth
UNH

Overview Fund Activity

1,780 hedge funds and large institutions have $221B invested in UnitedHealth in 2018 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 713 increasing their positions, 703 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,780
Holders Change
+29
Holders Change %
+1.66%
% of All Funds
40.76%
Holding in Top 10
228
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.7%
% of All Funds
5.22%
New
111
Increased
713
Reduced
703
Closed
66
Calls
$1.37B
Puts
$1.3B
Net Calls
+$70.7M
Net Calls Change
+$114M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$3B
2
State Street
State Street
Massachusetts
+$540M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$286M
5
Morgan Stanley
Morgan Stanley
New York
+$265M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.45B
2
Capital World Investors
Capital World Investors
California
-$1.09B
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$334M
4
ECU
Egerton Capital (UK)
United Kingdom
-$327M
5
LPC
Lone Pine Capital
Connecticut
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
401
Steward Partners Investment Advisory
New York
$21.6M +$3.6M +13,532 +20%
LTFS
402
Ladenburg Thalmann Financial Services
Florida
$21.6M +$2.48M +9,310 +13%
FGP
403
Foyston, Gordon, & Payne
Ontario, Canada
$21.5M +$1.58M +5,926 +8%
Marshall Wace
404
Marshall Wace
United Kingdom
$21.3M +$17.5M +65,615 +452%
CBOA
405
Commonwealth Bank of Australia
Australia
$21.3M -$904K -3,400 -4%
PAM
406
Palisade Asset Management
Minnesota
$21.2M +$2.74M +10,302 +15%
RIG
407
Roosevelt Investment Group
New York
$21.1M -$190K -716 -0.9%
CTC
408
Central Trust Company
Missouri
$21M +$457K +1,718 +2%
COPPSERS
409
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$21M -$5.75M -21,615 -21%
KeyBank National Association
410
KeyBank National Association
Ohio
$20.9M -$35.6K -134 -0.2%
RBCM
411
Raub Brock Capital Management
California
$20.9M -$832K -3,126 -4%
GC
412
Guardian Capital
Ontario, Canada
$20.7M +$8.82M +33,140 +74%
FIM
413
Foresters Investment Management
New York
$20.6M +$12.1M +45,470 +142%
Mariner
414
Mariner
Kansas
$20.6M +$1.33M +5,001 +7%
WB
415
WesBanco Bank
West Virginia
$20.1M -$287K -1,079 -1%
BSA
416
Braun Stacey Associates
New York
$19.8M -$932K -3,505 -5%
GHA
417
GW Henssler & Associates
Georgia
$19.8M -$325K -1,221 -2%
CEP
418
Chicago Equity Partners
Illinois
$19.7M +$193K +725 +1%
FCI
419
Financial Counselors Inc
Kansas
$19.6M -$97.6K -367 -0.5%
ERIM
420
Eagle Ridge Investment Management
Connecticut
$19.1M -$233K -875 -1%
CAI
421
Capital Advisors Inc
Oklahoma
$19.1M +$198K +745 +1%
TMAM
422
Tokio Marine Asset Management
Japan
$18.8M +$12K +45 +0.1%
NP
423
Ninepoint Partners
Ontario, Canada
$18.7M -$3.63M -13,650 -16%
MYAM
424
Meiji Yasuda Asset Management
Japan
$18.5M +$601K +2,260 +3%
Creative Planning
425
Creative Planning
Kansas
$18.5M +$374K +1,404 +2%
15 16
17
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