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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 %
JFG
801
Jefferies Financial Group
New York
$3.81M -$97.9K -368 -3%
CCM
802
Coldstream Capital Management
Washington
$3.81M +$303K +1,138 +9%
WCA
803
Westover Capital Advisors
Delaware
$3.8M +$60.1K +226 +2%
NA
804
NewEdge Advisors
Louisiana
$3.79M +$1.17M +4,394 +45%
SAM
805
Smithbridge Asset Management
Pennsylvania
$3.79M +$13.3K +50 +0.4%
AIM
806
Acropolis Investment Management
Missouri
$3.77M +$208K +781 +6%
JAM
807
JCIC Asset Management
Ontario, Canada
$3.76M +$935K +3,514 +33%
QCM
808
Quadrant Capital Management
New Jersey
$3.75M -$544K -2,045 -13%
PAM
809
Paradigm Asset Management
New York
$3.72M +$638K +2,400 +21%
SCM
810
Schnieders Capital Management
California
$3.69M -$305K -1,145 -8%
CT
811
Chicago Trust
Illinois
$3.69M +$14.1K +53 +0.4%
APA
812
American Portfolios Advisors
New York
$3.62M +$972K +3,655 +37%
GWS
813
Glassman Wealth Services
Virginia
$3.57M +$2.84M +10,680 +390%
HCA
814
Harbour Capital Advisors
Virginia
$3.55M -$3.46K -13 -0.1%
TI
815
Trexquant Investment
Connecticut
$3.55M -$519K -1,950 -13%
SWP
816
Stratos Wealth Partners
Ohio
$3.54M +$314K +1,180 +10%
MCWS
817
McKinley Carter Wealth Services
West Virginia
$3.52M +$21.5K +81 +0.6%
GJIC
818
Gamble Jones Investment Counsel
California
$3.52M +$29.8K +112 +0.9%
GCA
819
Guardian Capital Advisors
Ontario, Canada
$3.5M -$210K -779 -6%
HH
820
HWG Holdings
Texas
$3.5M +$719K +2,704 +26%
FM
821
Family Management
New York
$3.49M -$64.1K -241 -2%
FM
822
Foster & Motley
Ohio
$3.48M -$106K -397 -3%
Capital Fund Management (CFM)
823
Capital Fund Management (CFM)
France
$3.48M -$12.2M -45,696 -78%
CC
824
Cipher Capital
New York
$3.48M +$3.48M +13,061 New
VCWA
825
Vanguard Capital Wealth Advisors
Colorado
$3.47M -$2.13K -8 -0.1%
31 32
33
34 35