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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 %
OCM
701
Oakwood Capital Management
California
$5.51M +$5.51M +20,705 New
FAAS
702
First Allied Advisory Services
California
$5.5M +$523K +1,961 +11%
GFPC
703
Global Financial Private Capital
Florida
$5.48M +$796K +2,992 +17%
SC
704
Scholtz & Company
Connecticut
$5.48M +$1.07M +4,022 +24%
LTI
705
Laffer Tengler Investments
Tennessee
$5.45M – – –
GAB
706
German American Bancorp
Indiana
$5.41M +$34K +128 +0.6%
JMFC
707
J.M. Forbes & Co
Massachusetts
$5.39M +$23.9K +90 +0.4%
CCM
708
Consolidated Capital Management
California
$5.38M -$6.12K -23 -0.1%
ASA
709
Armstrong Shaw Associates
Connecticut
$5.38M -$57.2K -215 -1%
AFG
710
Albion Financial Group
Utah
$5.36M +$582K +2,189 +12%
BWA
711
Burt Wealth Advisors
Maryland
$5.35M – – –
HAM
712
Highstreet Asset Management
Ontario, Canada
$5.32M -$345K -1,297 -6%
MCA
713
Morris Capital Advisors
Pennsylvania
$5.3M -$66K -248 -1%
LFAS
714
Level Four Advisory Services
Texas
$5.3M -$991K -3,723 -16%
JIR
715
James Investment Research
Ohio
$5.29M -$357K -1,343 -6%
CS
716
Cannell & Spears
New York
$5.25M -$1.55M -5,841 -23%
MMG
717
Monetary Management Group
Missouri
$5.25M +$46.6K +175 +0.9%
VanEck Associates
718
VanEck Associates
New York
$5.24M +$404K +1,517 +8%
CT
719
Coastline Trust
Rhode Island
$5.23M -$310K -1,165 -6%
NIMI
720
Natixis Investment Managers International
France
$5.22M +$536K +2,015 +11%
CAM
721
Cozad Asset Management
Illinois
$5.17M +$23.4K +88 +0.5%
SFWA
722
Summit Financial Wealth Advisors
Louisiana
$5.15M -$65.1K -250 -1%
PH
723
Pinnacle Holdings
Oklahoma
$5.13M -$20.2K -76 -0.4%
HIS
724
Horizon Investment Services
Indiana
$5.1M +$4.86M +18,255 +2,031%
SBIA
725
Sheaff Brock Investment Advisors
Indiana
$5.09M +$1.69M +6,356 +50%
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