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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 %
BIMC
851
Benson Investment Management Company
Virginia
$3.18M -$543K -2,040 -15%
CPA
852
Capital Planning Advisors
California
$3.17M +$1.05M +3,951 +50%
FMB
853
Field & Main Bank
Kentucky
$3.16M -$32.2K -121 -1%
SFFS
854
Stonehage Fleming Financial Services
Jersey
$3.14M – – –
ACM
855
Ativo Capital Management
Illinois
$3.13M -$182K -685 -6%
BAM
856
Berkshire Asset Management
Pennsylvania
$3.12M -$17.3K -65 -0.6%
P
857
Pitcairn
Pennsylvania
$3.12M -$73.2K -275 -2%
CCM
858
Cadence Capital Management
Massachusetts
$3.12M -$136K -511 -4%
OA
859
Oak Associates
Ohio
$3.1M – – –
EP
860
Edgestream Partners
New Jersey
$3.09M +$1.16M +4,346 +60%
GIA
861
GHP Investment Advisors
Colorado
$3.07M +$461K +1,732 +18%
BOC
862
Barbara Oil Co
Illinois
$3.06M – – –
CS
863
Comerica Securities
Michigan
$3.05M -$603K -2,265 -16%
VF
864
Virtu Financial
New York
$3.04M +$420K +1,580 +16%
MPWT
865
MassMutual Private Wealth & Trust
Connecticut
$3.02M +$20.2K +76 +0.7%
OCM
866
Orleans Capital Management
Louisiana
$3.01M -$27.9K -105 -0.9%
JIC
867
Johnson Investment Counsel
Ohio
$2.99M +$328K +1,233 +12%
BPCA
868
Bank Pictet & Cie (Asia)
Singapore
$2.99M -$273K -1,025 -8%
Luther King Capital Management (LKCM)
869
Luther King Capital Management (LKCM)
Texas
$2.98M -$18.9K -71 -0.6%
BP
870
Broadleaf Partners
Ohio
$2.98M -$66.2K -249 -2%
BRWA
871
B. Riley Wealth Advisors
Florida
$2.94M +$198K +743 +7%
CC
872
Cedar Capital
Illinois
$2.94M +$410K +1,541 +16%
NF
873
Nikulski Financial
Iowa
$2.93M -$139K -533 -5%
CBB
874
Citizens Business Bank
California
$2.92M -$836K -3,141 -22%
OAM
875
Oxford Asset Management
United Kingdom
$2.91M -$6.59M -24,857 -69%
33 34
35
36 37