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UnitedHealth
UNH

Overview Fund Activity

1,939 hedge funds and large institutions have $204B invested in UnitedHealth in 2019 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 871 increasing their positions, 730 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,939
Holders Change
+23
Holders Change %
+1.2%
% of All Funds
42.03%
Holding in Top 10
175
Holding in Top 10 Change
-104
Holding in Top 10 Change %
-37.28%
% of All Funds
3.79%
New
143
Increased
871
Reduced
730
Closed
97
Calls
$1.28B
Puts
$1.2B
Net Calls
+$81.9M
Net Calls Change
+$162M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$763M
2
Capital World Investors
Capital World Investors
California
+$564M
3
Capital International Investors
Capital International Investors
California
+$514M
4
State Street
State Street
Massachusetts
+$409M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$379M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$655M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$555M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$481M
4
ECU
Egerton Capital (UK)
United Kingdom
-$459M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$412M
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
801
Harding Loevner
New Jersey
$3.71M +$3.71M +14,990 New
CWP
802
Capital Wealth Planning
Florida
$3.66M -$2.79M -11,295 -43%
DWM
803
Dorchester Wealth Management
Quebec, Canada
$3.66M -$24.7K -100 -0.7%
PAS
804
Park Avenue Securities
New York
$3.66M +$802K +3,266 +28%
CC
805
ClearArc Capital
Ohio
$3.65M -$125K -504 -3%
RCM
806
RNC Capital Management
California
$3.64M +$2.7M +10,906 +287%
WCA
807
Westover Capital Advisors
Delaware
$3.64M -$221K -895 -6%
ST
808
Spinnaker Trust
Maine
$3.63M +$97.4K +394 +3%
MCWS
809
McKinley Carter Wealth Services
West Virginia
$3.63M +$182K +734 +5%
SAM
810
Smithbridge Asset Management
Pennsylvania
$3.62M +$92.7K +375 +3%
CCFCSB
811
Cape Cod Five Cents Savings Bank
Massachusetts
$3.58M +$6.68K +27 +0.2%
JAM
812
JCIC Asset Management
Ontario, Canada
$3.57M +$50.7K +205 +1%
IFAM
813
Institutional & Family Asset Management
Colorado
$3.56M +$58.1K +235 +2%
WSTAM
814
Wilbanks Smith & Thomas Asset Management
Virginia
$3.54M +$401K +1,623 +13%
SSI
815
Scott & Selber Inc
Texas
$3.54M -$13.6K -55 -0.4%
GCM
816
Gunderson Capital Management
South Carolina
$3.52M +$3.52M +14,250 New
NB
817
NBT Bank
New York
$3.52M -$86.1K -348 -2%
RGI
818
River Global Investors
United Kingdom
$3.51M -$2.72M -11,000 -44%
CA
819
Cetera Advisors
Colorado
$3.49M -$67K -271 -2%
BRWA
820
B. Riley Wealth Advisors
Florida
$3.47M +$245K +991 +8%
PFT
821
Providence First Trust
Arizona
$3.46M -$12.6K -51 -0.4%
LBD
822
Landsberg Bennett & Dubbaneh
Florida
$3.45M +$1.12M +4,545 +48%
APA
823
American Portfolios Advisors
New York
$3.45M +$33.4K +135 +1%
PCM
824
Palouse Capital Management
Washington
$3.44M -$122K -494 -3%
QCM
825
Quadrant Capital Management
New Jersey
$3.44M -$31.9K -129 -0.9%
31 32
33
34 35