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UnitedHealth
UNH

Overview Fund Activity

1,751 hedge funds and large institutions have $204B invested in UnitedHealth in 2018 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 690 increasing their positions, 688 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,751
Holders Change
+59
Holders Change %
+3.49%
% of All Funds
40.14%
Holding in Top 10
222
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+36.2%
% of All Funds
5.09%
New
130
Increased
690
Reduced
688
Closed
57
Calls
$1.09B
Puts
$1.13B
Net Calls
-$43.5M
Net Calls Change
+$629M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$1.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$731M
3
Capital World Investors
Capital World Investors
California
+$666M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$490M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$330M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$546M
2
Deutsche Bank
Deutsche Bank
Germany
-$362M
3
ClearBridge Investments
ClearBridge Investments
New York
-$346M
4
Goldman Sachs
Goldman Sachs
New York
-$301M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIS
676
Wright Investors Service
Connecticut
$6.01M -$631K -2,570 -9%
NC
677
NBW Capital
Massachusetts
$5.92M +$118K +482 +2%
KCM
678
Kornitzer Capital Management
Kansas
$5.89M -$296K -1,205 -5%
SIC
679
Sigma Investment Counselors
Michigan
$5.85M -$12.5K -51 -0.2%
LFAS
680
Level Four Advisory Services
Texas
$5.8M +$310K +1,264 +6%
IA
681
Icon Advisers
Colorado
$5.72M +$4.91K +20 +0.1%
HCM
682
Highlander Capital Management
New Jersey
$5.72M – – –
AW
683
ACG Wealth
Georgia
$5.69M -$202K -825 -3%
ECM
684
Everence Capital Management
Indiana
$5.69M – – –
UC
685
Unio Capital
New Jersey
$5.62M +$344K +1,402 +7%
BCMO
686
Buckingham Capital Management (Ohio)
Ohio
$5.57M +$1.14M +4,661 +26%
ACI
687
Alpha Cubed Investments
California
$5.54M +$94.5K +385 +2%
FAT
688
First American Trust
California
$5.45M -$936K -3,815 -15%
CIA
689
Covington Investment Advisors
Pennsylvania
$5.44M +$8.83K +36 +0.2%
MPM
690
Meritage Portfolio Management
Kansas
$5.44M -$254K -1,037 -4%
MA
691
Montag & Associates
Georgia
$5.29M +$129K +525 +2%
LPU
692
Lansdowne Partners (UK)
United Kingdom
$5.26M – – –
SPC
693
Sigma Planning Corp
Michigan
$5.26M +$757K +3,084 +17%
HAM
694
Highstreet Asset Management
Ontario, Canada
$5.23M -$993K -4,048 -16%
SWM
695
Segment Wealth Management
Texas
$5.23M +$48.8K +199 +0.9%
GIM
696
Groesbeck Investment Management
New Jersey
$5.21M -$1.83M -7,442 -26%
JIR
697
James Investment Research
Ohio
$5.21M -$37.8K -154 -0.7%
ELI
698
Empire Life Investments
Ontario, Canada
$5.21M +$82.2K +335 +2%
NWM
699
Nicola Wealth Management
British Columbia, Canada
$5.15M +$981K +4,000 +24%
GWM
700
Greenwich Wealth Management
Connecticut
$5.11M -$10.3K -42 -0.2%
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