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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 %
NC
676
NBW Capital
Massachusetts
$6.25M -$172K -648 -3%
AIM
677
Assured Investment Management
New York
$6.25M -$3.55M -13,350 -36%
IA
678
Icon Advisers
Colorado
$6.2M – – –
HCM
679
Highlander Capital Management
New Jersey
$6.2M – – –
SPC
680
Stewart & Patten Company
California
$6.19M +$889K +3,341 +17%
Envestnet Asset Management
681
Envestnet Asset Management
Illinois
$6.19M -$20.3M -76,318 -77%
ECM
682
Everence Capital Management
Indiana
$6.17M – – –
AW
683
ACG Wealth
Georgia
$6.15M -$25.3K -95 -0.4%
FMC
684
First Merchants Corp
Indiana
$6.06M -$598K -2,247 -9%
SPC
685
Sigma Planning Corp
Michigan
$6.03M +$319K +1,200 +6%
VIA
686
Vantage Investment Advisors
Pennsylvania
$6M +$676K +2,541 +13%
RGI
687
River Global Investors
United Kingdom
$6M +$931K +3,500 +18%
FMBTD
688
First Midwest Bank Trust Division
Illinois
$5.91M +$436K +1,639 +8%
DCM
689
Donaldson Capital Management
Indiana
$5.84M +$395K +1,483 +7%
MPM
690
Meritage Portfolio Management
Kansas
$5.8M -$89.4K -336 -2%
ELI
691
Empire Life Investments
Ontario, Canada
$5.72M +$78.7K +296 +1%
SWM
692
Segment Wealth Management
Texas
$5.71M +$44.7K +168 +0.8%
LPU
693
Lansdowne Partners (UK)
United Kingdom
$5.71M – – –
CIA
694
Covington Investment Advisors
Pennsylvania
$5.7M -$192K -720 -3%
PFM
695
Premier Fund Managers
United Kingdom
$5.65M +$304K +1,149 +6%
PBT
696
Pictet Bank & Trust
Bahamas
$5.6M +$404K +1,520 +8%
NWM
697
Nicola Wealth Management
British Columbia, Canada
$5.59M – – –
GIM
698
Groesbeck Investment Management
New Jersey
$5.58M -$74.5K -280 -1%
GWM
699
Greenwich Wealth Management
Connecticut
$5.55M +$1.33K +5 +0%
CAN
700
Cetera Advisor Networks
California
$5.54M +$5.54M +20,815 New
26 27
28
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