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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 %
RC
901
Roundview Capital
New Jersey
$2.73M +$2.23K +9 +0.1%
SDWIA
902
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.71M +$26.9K +109 +1%
JFA
903
Johanson Financial Advisors
California
$2.71M +$217K +877 +9%
WI
904
WrapManager Inc
California
$2.69M -$103K -417 -4%
ACM
905
Asymmetry Capital Management
California
$2.69M +$984K +3,980 +58%
SWP
906
Stratos Wealth Partners
Ohio
$2.69M -$387K -1,567 -13%
AIM
907
Anchor Investment Management
South Carolina
$2.68M +$177K +715 +7%
GC
908
Grace Capital
Massachusetts
$2.68M -$713K -2,885 -21%
WSFS
909
Wilmington Savings Fund Society
Delaware
$2.67M +$21.5K +87 +0.8%
SBIA
910
Sheaff Brock Investment Advisors
Indiana
$2.67M -$1.99M -8,034 -43%
GCMG
911
Gyroscope Capital Management Group
Florida
$2.63M +$407K +1,769 +18%
HIC
912
Holderness Investments Company
North Carolina
$2.6M -$13.4K -54 -0.5%
DPIM
913
Duff & Phelps Investment Management
Illinois
$2.58M +$113K +455 +5%
RWM
914
RBA Wealth Management
California
$2.57M +$2.57M +10,463 New
CT
915
Clearstead Trust
Maine
$2.57M -$134K -542 -5%
RFA
916
Reilly Financial Advisors
California
$2.56M -$53.4K -216 -2%
FFA
917
Fragasso Financial Advisors
Pennsylvania
$2.56M +$588K +2,380 +30%
BAM
918
Berkshire Asset Management
Pennsylvania
$2.56M -$176K -710 -6%
CCP
919
Corient Capital Partners
California
$2.55M +$661K +2,674 +35%
NF
920
Nikulski Financial
Iowa
$2.55M -$159K -643 -6%
FMT
921
First Mercantile Trust
Tennessee
$2.55M -$152K -614 -6%
P
922
Pitcairn
Pennsylvania
$2.55M -$125K -506 -5%
BPCA
923
Bank Pictet & Cie (Asia)
Singapore
$2.54M +$89K +360 +4%
AA
924
ALPS Advisors
Colorado
$2.5M +$1.86M +7,526 +290%
SFS
925
Sowell Financial Services
Arkansas
$2.5M +$96.9K +392 +4%
35 36
37
38 39