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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 %
BWM
876
Buckley Wealth Management
Nevada
$2.36M -$59.3K -277 -2%
MLM
877
Mount Lucas Management
Pennsylvania
$2.35M -$3M -14,032 -56%
AIM
878
AMI Investment Management
Indiana
$2.35M -$346K -1,615 -13%
CWM
879
Chesapeake Wealth Management
Virginia
$2.34M +$2.34M +10,923 New
MIAN
880
Mariner Independent Advisor Network
Kansas
$2.33M +$2.33M +10,896 New
SC
881
Scholtz & Company
Connecticut
$2.33M +$2.33M +10,875 New
NO
882
Ninety One
South Africa
$2.32M – – –
RC
883
Roundview Capital
New Jersey
$2.31M -$118K -550 -5%
LCP
884
Legacy Capital Partners
Wisconsin
$2.3M -$209K -975 -8%
MWVC
885
Morgens Waterfall Vintiadis & Co
New York
$2.29M -$899K -4,200 -28%
ICP
886
Ironvine Capital Partners
Nebraska
$2.29M – – –
PIM
887
Partner Investment Management
California
$2.28M +$590K +2,759 +35%
FFSOTS
888
Fiduciary Financial Services of The Southwest
Texas
$2.28M -$12.4K -58 -0.5%
JAM
889
JCIC Asset Management
Ontario, Canada
$2.28M +$2.23M +10,440 +5,354%
SMFG
890
Sumitomo Mitsui Financial Group
Japan
$2.27M +$2.26M +10,550 +25,119%
Two Sigma Advisers
891
Two Sigma Advisers
New York
$2.24M +$920K +4,299 +69%
DPIM
892
Duff & Phelps Investment Management
Illinois
$2.24M -$53.5K -250 -2%
CII
893
Capital International Inc
California
$2.24M +$620K +2,895 +38%
CWP
894
Capital Wealth Planning
Florida
$2.24M +$2.24M +10,470 New
MCM
895
Monument Capital Management
Virginia
$2.24M -$335K -1,544 -13%
SFS
896
Sowell Financial Services
Arkansas
$2.23M -$205K -878 -8%
Twin Tree Management
897
Twin Tree Management
Texas
$2.22M -$4.5M -21,041 -67%
MMPW
898
Mitchell McLeod Pugh & Williams
Alabama
$2.22M -$38.5K -180 -2%
NA
899
NewEdge Advisors
Louisiana
$2.21M +$193K +889 +10%
RIM
900
Regent Investment Management
Kentucky
$2.21M -$214K -1,000 -9%
34 35
36
37 38