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UnitedHealth
UNH

Overview Fund Activity

1,939 hedge funds and large institutions have $204B invested in UnitedHealth in 2019 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 871 increasing their positions, 730 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,939
Holders Change
+23
Holders Change %
+1.2%
% of All Funds
42.03%
Holding in Top 10
175
Holding in Top 10 Change
-104
Holding in Top 10 Change %
-37.28%
% of All Funds
3.79%
New
143
Increased
871
Reduced
730
Closed
97
Calls
$1.28B
Puts
$1.2B
Net Calls
+$81.9M
Net Calls Change
+$162M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$763M
2
Capital World Investors
Capital World Investors
California
+$564M
3
Capital International Investors
Capital International Investors
California
+$514M
4
State Street
State Street
Massachusetts
+$409M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$379M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$655M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$555M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$481M
4
ECU
Egerton Capital (UK)
United Kingdom
-$459M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$412M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
501
Muhlenkamp & Co
Pennsylvania
$12.5M +$12.5M +50,474 New
CA
502
Callahan Advisors
Texas
$12.5M -$9.4K -38 -0.1%
NEI
503
Northwest & Ethical Investments
Ontario, Canada
$12.4M -$1.32M -5,345 -10%
OI
504
Oakbrook Investments
Illinois
$12.4M +$18.5K +75 +0.1%
PP
505
Patten & Patten
Tennessee
$12.3M +$1.21M +4,898 +11%
GMI
506
Greystone Managed Investments
Saskatchewan, Canada
$12.3M -$797K -3,224 -6%
DY
507
Dowling & Yahnke
California
$12.3M -$190K -768 -2%
BII
508
Bainco International Investors
Massachusetts
$11.9M -$158K -638 -1%
CGH
509
Crossmark Global Holdings
Texas
$11.8M -$517K -2,091 -4%
HFS
510
Haverford Financial Services
Pennsylvania
$11.6M -$1.5M -6,085 -11%
LG
511
Leuthold Group
Minnesota
$11.6M -$417K -1,685 -3%
DCM
512
Decatur Capital Management
Georgia
$11.6M +$2.97K +12 +0%
EDRH
513
Edmond de Rothschild Holding
Switzerland
$11.5M -$637K -2,577 -5%
CWM
514
Calamos Wealth Management
Illinois
$11.5M +$202K +819 +2%
SCM
515
Stevens Capital Management
Pennsylvania
$11.5M +$7.1M +28,732 +163%
Wealthfront Advisers
516
Wealthfront Advisers
California
$11.4M -$1.38M -5,584 -11%
CCP
517
Clough Capital Partners
Massachusetts
$11.4M +$1.53M +6,190 +16%
FTIOP
518
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.3M -$2.59M -10,493 -19%
LSV Asset Management
519
LSV Asset Management
Illinois
$11.3M -$49.4K -200 -0.4%
CTA
520
Colonial Trust Advisors
South Carolina
$11.3M +$1.01M +4,077 +10%
BIAS
521
Beacon Investment Advisory Services
New Jersey
$11.2M +$279K +1,128 +3%
Marshall Wace
522
Marshall Wace
United Kingdom
$11.2M -$1.32M -5,326 -11%
PP
523
Palladium Partners
Virginia
$11.1M +$11.9K +48 +0.1%
CA
524
Cullinan Associates
Kentucky
$11M +$2.99M +12,095 +37%
SCA
525
Stillwater Capital Advisors
Pennsylvania
$11M -$49K -198 -0.4%
19 20
21
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