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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 %
LS
601
Livforsakringsbolaget Skandia
Sweden
$8.58M -$3.49M -13,100 -29%
CW
602
Cobiz Wealth
Colorado
$8.57M -$40.2K -151 -0.5%
AIP
603
Ameritas Investment Partners
Nebraska
$8.51M -$92.8K -349 -1%
CCM
604
Copeland Capital Management
Pennsylvania
$8.5M -$45.5K -171 -0.5%
CFG
605
Cambridge Financial Group
Ohio
$8.44M – – –
MCM
606
Maple Capital Management
Vermont
$8.44M +$513K +1,930 +6%
CHA
607
Cedar Hill Associates
Illinois
$8.44M -$1.13M -4,251 -12%
NCM
608
Novare Capital Management
North Carolina
$8.43M -$282K -1,061 -3%
MC
609
Middleton & Co
Massachusetts
$8.43M +$1.25M +4,703 +17%
QT
610
Quantbot Technologies
New York
$8.39M -$2.98M -11,207 -26%
BIM
611
Bridgecreek Investment Management
Oklahoma
$8.34M +$16K +60 +0.2%
SBL
612
Sargent Bickham Lagudis
Colorado
$8.32M +$400K +1,504 +5%
WAS
613
WESPAC Advisors SoCal
California
$8.31M +$66.5K +250 +0.8%
IAA
614
Independent Advisor Alliance
North Carolina
$8.31M +$1.39M +5,284 +20%
ANBT
615
American National Bank & Trust
Texas
$8.24M -$173K -649 -2%
GC
616
Grimes & Company
Massachusetts
$8.14M +$6.92K +26 +0.1%
CCM
617
Carlson Capital Management
Minnesota
$8.1M +$125K +470 +2%
CIC
618
Chase Investment Counsel
Virginia
$8.05M -$22.3K -84 -0.3%
AF
619
Alerus Financial
North Dakota
$8.02M -$233K -875 -3%
SRC
620
Shufro Rose & Co
New York
$8M -$1.77M -6,640 -18%
AP
621
Advisor Partners
California
$7.97M +$206K +773 +3%
ACM
622
Atika Capital Management
New York
$7.93M +$346K +1,300 +5%
AT
623
Arden Trust
Delaware
$7.92M -$597K -2,244 -7%
IWA
624
IBEX Wealth Advisors
New Jersey
$7.89M +$58.9K +219 +0.8%
FCBT
625
First Citizens Bank & Trust
North Carolina
$7.86M -$25.3K -95 -0.3%
23 24
25
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