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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 %
WSCM
876
Wellington Shields Capital Management
New York
$2.9M +$319K +1,200 +12%
RC
877
Roundview Capital
New Jersey
$2.89M +$2.66K +10 +0.1%
SSWM
878
Sheets Smith Wealth Management
North Carolina
$2.85M +$364K +1,369 +15%
FFSOTS
879
Fiduciary Financial Services of The Southwest
Texas
$2.85M – – –
SNB
880
Security National Bank
Nebraska
$2.85M +$113K +423 +4%
BFC
881
Blue Fin Capital
Rhode Island
$2.84M +$192K +722 +7%
RIM
882
Rampart Investment Management
Connecticut
$2.84M -$281K -2,701 -9%
Simplex Trading
883
Simplex Trading
Illinois
$2.84M +$2.84M +10,680 New
PAG
884
Private Advisory Group
Washington
$2.83M +$25.9K +97 +0.9%
CII
885
Capital International Inc
California
$2.83M -$337K -1,265 -11%
BWM
886
Buckley Wealth Management
Nevada
$2.82M -$96.1K -361 -3%
HIC
887
Holderness Investments Company
North Carolina
$2.8M +$65.2K +245 +2%
HSA
888
HBK Sorce Advisory
Pennsylvania
$2.78M +$110K +414 +4%
AWM
889
Altavista Wealth Management
North Carolina
$2.78M -$142K -535 -5%
FFA
890
First Foundation Advisors
California
$2.77M -$280K -1,054 -9%
SFS
891
Sowell Financial Services
Arkansas
$2.76M +$313K +1,178 +13%
BAC
892
Boys Arnold & Co
North Carolina
$2.74M +$233K +865 +9%
EFS
893
Essex Financial Services
Connecticut
$2.74M +$89.1K +335 +3%
LCP
894
Legacy Capital Partners
Wisconsin
$2.74M -$73.1K -275 -3%
AIL
895
AGF Investments LLC
Ontario, Canada
$2.73M -$196K -738 -7%
CWM
896
Chesapeake Wealth Management
Virginia
$2.73M -$60.1K -226 -2%
AI
897
Accredited Investors
Minnesota
$2.7M +$30.6K +115 +1%
DJSG
898
D.J. St. Germain
Massachusetts
$2.7M +$737K +2,770 +38%
IB
899
Intrust Bank
Kansas
$2.7M +$111K +419 +4%
MWVC
900
Morgens Waterfall Vintiadis & Co
New York
$2.69M +$369K +1,388 +16%
34 35
36
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