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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 %
FMB
851
Field & Main Bank
Kentucky
$2.57M -$146K -680 -5%
OA
852
Oak Associates
Ohio
$2.53M -$250K -1,170 -9%
AWM
853
Altavista Wealth Management
North Carolina
$2.51M -$186K -871 -7%
SAM
854
Symphony Asset Management
California
$2.51M +$37.2K +174 +2%
BAM
855
Berkshire Asset Management
Pennsylvania
$2.5M +$348K +1,628 +16%
SFFS
856
Stonehage Fleming Financial Services
Jersey
$2.5M +$229K +1,071 +10%
PAM
857
Paradigm Asset Management
New York
$2.48M -$150K -700 -6%
NA
858
Navellier & Associates
Nevada
$2.47M -$537K -2,511 -18%
NF
859
Nikulski Financial
Iowa
$2.47M +$187K +873 +8%
Luther King Capital Management (LKCM)
860
Luther King Capital Management (LKCM)
Texas
$2.46M -$5.53M -25,826 -69%
BOC
861
Barbara Oil Co
Illinois
$2.46M – – –
OCM
862
Orleans Capital Management
Louisiana
$2.44M -$22.9K -107 -0.9%
CIM
863
CenturyLink Investment Management
Colorado
$2.44M – – –
BP
864
Broadleaf Partners
Ohio
$2.44M -$15.2K -71 -0.6%
Two Sigma Investments
865
Two Sigma Investments
New York
$2.43M +$2.43M +11,376 New
SAM
866
Silvercrest Asset Management
New York
$2.43M -$17.8K -83 -0.7%
P
867
Pitcairn
Pennsylvania
$2.42M -$132K -615 -5%
TP
868
Truvvo Partners
New York
$2.42M – – –
MIFH
869
Migdal Insurance & Financial Holdings
Israel
$2.42M +$19K +89 +0.8%
RFA
870
Reilly Financial Advisors
California
$2.4M +$116K +541 +5%
WCA
871
Westover Capital Advisors
Delaware
$2.4M +$1.01M +4,703 +72%
DIM
872
DC Investments Management
Virginia
$2.4M +$1.39M +6,514 +139%
MPWT
873
MassMutual Private Wealth & Trust
Connecticut
$2.4M -$112K -525 -4%
RW
874
Rand Wealth
Maryland
$2.39M +$37.7K +176 +2%
RA
875
RiverPark Advisors
New York
$2.39M +$1.79M +8,386 +302%
33 34
35
36 37