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UnitedHealth
UNH

Overview Fund Activity

1,939 hedge funds and large institutions have $204B invested in UnitedHealth in 2019 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 871 increasing their positions, 730 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,939
Holders Change
+23
Holders Change %
+1.2%
% of All Funds
42.03%
Holding in Top 10
175
Holding in Top 10 Change
-104
Holding in Top 10 Change %
-37.28%
% of All Funds
3.79%
New
143
Increased
871
Reduced
730
Closed
97
Calls
$1.28B
Puts
$1.2B
Net Calls
+$81.9M
Net Calls Change
+$162M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$763M
2
Capital World Investors
Capital World Investors
California
+$564M
3
Capital International Investors
Capital International Investors
California
+$514M
4
State Street
State Street
Massachusetts
+$409M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$379M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$655M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$555M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$481M
4
ECU
Egerton Capital (UK)
United Kingdom
-$459M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$412M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
876
Copernicus Capital Management
California
$2.97M +$2.97M +12,000 New
GFPC
877
Global Financial Private Capital
Florida
$2.95M -$593K -2,397 -17%
BIMC
878
Benson Investment Management Company
Virginia
$2.94M +$27.2K +110 +0.9%
CWM
879
Cahaba Wealth Management
Georgia
$2.93M +$15.3K +62 +0.5%
KIA
880
KCM Investment Advisors
California
$2.93M +$362K +1,464 +14%
Luther King Capital Management (LKCM)
881
Luther King Capital Management (LKCM)
Texas
$2.93M -$41.3K -167 -1%
SP
882
Symmetry Partners
Connecticut
$2.92M +$366K +1,481 +14%
TCOV
883
Trust Company of Vermont
Vermont
$2.91M +$431K +1,743 +17%
HSA
884
HBK Sorce Advisory
Pennsylvania
$2.91M +$341K +1,379 +13%
CBB
885
Citizens Business Bank
California
$2.89M +$272K +1,100 +10%
AC
886
Alexandria Capital
Virginia
$2.88M -$40.6K -164 -1%
WIC
887
Woodmont Investment Counsel
Tennessee
$2.86M -$155K -625 -5%
BOC
888
Barbara Oil Co
Illinois
$2.84M – – –
KJHP
889
K.J. Harrison & Partners
Ontario, Canada
$2.84M +$1.04M +4,200 +58%
MIAN
890
Mariner Independent Advisor Network
Kansas
$2.84M +$2.84M +11,544 New
FMB
891
Field & Main Bank
Kentucky
$2.84M +$2.84M +11,465 New
RIM
892
Regent Investment Management
Kentucky
$2.82M +$637K +2,575 +29%
AWM
893
Avior Wealth Management
Nebraska
$2.82M +$69.9K +287 +3%
OCM
894
Orleans Capital Management
Louisiana
$2.81M -$61.8K -250 -2%
SIM
895
Sterling Investment Management
Arizona
$2.8M -$792K -3,202 -22%
ACM
896
Aljian Capital Management
Nevada
$2.78M +$69K +279 +3%
TPA
897
Trivium Point Advisory
Connecticut
$2.76M +$137K +554 +5%
HWA
898
Heritage Wealth Advisors
Virginia
$2.73M +$550K +2,224 +25%
BAC
899
Boys Arnold & Co
North Carolina
$2.73M +$153K +618 +6%
FI
900
Fosun International
China
$2.73M -$4.85K -20 -0.2%
34 35
36
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