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UnitedHealth
UNH

Overview Fund Activity

1,692 hedge funds and large institutions have $178B invested in UnitedHealth in 2018 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 649 increasing their positions, 715 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,692
Holders Change
+19
Holders Change %
+1.14%
% of All Funds
38.83%
Holding in Top 10
163
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.89%
% of All Funds
3.74%
New
130
Increased
649
Reduced
715
Closed
94
Calls
$770M
Puts
$1.44B
Net Calls
-$672M
Net Calls Change
+$327M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$706M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$497M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$351M
5
UBS Group
UBS Group
Switzerland
+$266M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$1.44B
2
Capital World Investors
Capital World Investors
California
-$1.1B
3
State Street
State Street
Massachusetts
-$515M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$443M
5
Dodge & Cox
Dodge & Cox
California
-$430M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
826
Clearstead Trust
Maine
$2.79M +$143K +666 +5%
SCI
827
Stableford Capital II
Arizona
$2.79M +$707K +3,303 +34%
CIA
828
Capital Impact Advisors
Massachusetts
$2.79M +$110K +512 +4%
UFF
829
USA Financial Formulas
Michigan
$2.77M -$2.9M -13,549 -51%
ECM
830
Elgethun Capital Management
South Dakota
$2.76M -$187K -875 -6%
CCM
831
Coldstream Capital Management
Washington
$2.76M +$140K +655 +5%
CWM
832
CMH Wealth Management
New Hampshire
$2.76M +$2.76M +12,690 New
CA
833
Cynosure Advisors
Utah
$2.72M +$1.52M +7,123 +128%
PIMJS
834
PKO Investment Management Joint-Stock
Poland
$2.71M – – –
BB
835
Busey Bank
Illinois
$2.71M +$33K +154 +1%
PAG
836
Private Advisor Group
New Jersey
$2.68M -$2.41M -11,278 -47%
AC
837
Alexandria Capital
Virginia
$2.67M – – –
CBTWT
838
Community Bank & Trust (Waco, Texas)
Texas
$2.67M +$86.6K +409 +3%
FFA
839
First Foundation Advisors
California
$2.66M +$218K +1,020 +9%
SWP
840
Stratos Wealth Partners
Ohio
$2.66M +$175K +818 +7%
SPC
841
Stewart & Patten Company
California
$2.63M +$1.39M +6,497 +113%
GP
842
Geneva Partners
Wisconsin
$2.61M -$181K -848 -7%
CWM
843
Cahaba Wealth Management
Georgia
$2.6M +$7.82K +36 +0.3%
PCM
844
Prelude Capital Management
New York
$2.6M -$831K -3,882 -24%
CCM
845
Cadence Capital Management
Massachusetts
$2.59M -$291K -1,358 -10%
ECM
846
Evergreen Capital Management
Washington
$2.59M +$938K +4,382 +57%
BI
847
Ballast Inc
Kentucky
$2.59M – – –
FMT
848
First Mercantile Trust
Tennessee
$2.58M +$2.58M +12,077 New
BEC
849
Blue Edge Capital
Virginia
$2.58M -$41.3K -193 -2%
FM
850
Family Management
New York
$2.58M -$155K -724 -6%
32 33
34
35 36