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UnitedHealth
UNH

Overview Fund Activity

1,692 hedge funds and large institutions have $178B invested in UnitedHealth in 2018 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 649 increasing their positions, 715 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,692
Holders Change
+19
Holders Change %
+1.14%
% of All Funds
38.83%
Holding in Top 10
163
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.89%
% of All Funds
3.74%
New
130
Increased
649
Reduced
715
Closed
94
Calls
$770M
Puts
$1.44B
Net Calls
-$672M
Net Calls Change
+$327M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$706M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$497M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$351M
5
UBS Group
UBS Group
Switzerland
+$266M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$1.44B
2
Capital World Investors
Capital World Investors
California
-$1.1B
3
State Street
State Street
Massachusetts
-$515M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$443M
5
Dodge & Cox
Dodge & Cox
California
-$430M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
626
Summit Trail Advisors
New York
$6.23M +$1.04M +6,415 +20%
BCAM
627
Boston Common Asset Management
Massachusetts
$6.17M +$165K +773 +3%
GIM
628
Groesbeck Investment Management
New Jersey
$6.14M -$8.56K -40 -0.1%
PAI
629
Pittenger & Anderson Inc
Nebraska
$6.08M -$79.4K -371 -1%
PDN
630
Pensionfund DSM Netherlands
Netherlands
$6.08M -$2.63M -12,300 -30%
PJSIMP
631
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.07M +$350K +1,634 +6%
Carson Wealth (CWM LLC)
632
Carson Wealth (CWM LLC)
Nebraska
$6.06M +$682K +3,186 +13%
MYLI
633
Meiji Yasuda Life Insurance
Japan
$6.02M -$1.13M -5,300 -16%
Simplex Trading
634
Simplex Trading
Illinois
$6.02M -$3.23M -15,112 -35%
Mackenzie Financial
635
Mackenzie Financial
Ontario, Canada
$6.01M -$5.35M -25,019 -47%
SFS
636
Strategic Financial Services
New York
$5.96M +$13.3K +62 +0.2%
AP
637
Advisor Partners
California
$5.96M +$155K +723 +3%
CTA
638
Chesley Taft & Associates
Illinois
$5.95M -$115K -538 -2%
TFA
639
Transamerica Financial Advisors
Florida
$5.94M -$298K -1,394 -5%
RC
640
Randolph Company
Ohio
$5.83M +$5.83M +27,225 New
PP
641
Patten & Patten
Tennessee
$5.81M +$1.51M +7,050 +35%
WIS
642
Wright Investors Service
Connecticut
$5.8M +$470K +2,195 +9%
DCM
643
Delta Capital Management
New Jersey
$5.79M -$74.9K -350 -1%
MFS
644
Monetta Financial Services
Illinois
$5.78M – – –
CAM
645
Cubic Asset Management
Massachusetts
$5.77M -$115K -539 -2%
BUB
646
BBVA USA Bancshares
Texas
$5.72M -$172K -804 -3%
LCM
647
Logan Capital Management
Pennsylvania
$5.72M -$239K -1,117 -4%
SIM
648
Spark Investment Management
New York
$5.69M – – –
FLII
649
First Long Island Investors
New York
$5.65M +$64.2K +300 +1%
VWM
650
Venturi Wealth Management
Texas
$5.64M +$5.64M +26,345 New
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