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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 %
EP
926
Edgestream Partners
New Jersey
$2.03M +$773K +3,615 +62%
WCM
927
Weik Capital Management
Pennsylvania
$2.02M -$74.9K -350 -4%
BFC
928
Blue Fin Capital
Rhode Island
$2.02M +$965K +4,510 +92%
SFSIG
929
San Francisco Sentry Investment Group
California
$2.01M +$89.5K +418 +5%
SSWM
930
Sheets Smith Wealth Management
North Carolina
$2M +$423K +1,979 +27%
KIA
931
KCM Investment Advisors
California
$1.99M -$60.6K -283 -3%
RAM
932
Roanoke Asset Management
New Jersey
$1.99M +$1.99M +9,305 New
CCA
933
Checchi Capital Advisers
California
$1.98M -$197K -921 -9%
EGA
934
E&G Advisors
Texas
$1.97M -$107K -500 -5%
BRWA
935
B. Riley Wealth Advisors
Florida
$1.97M -$322K -1,502 -14%
NGA
936
Naples Global Advisors
Florida
$1.97M +$47.1K +220 +2%
REMPR
937
Roof Eidam Maycock Peralta (REMP)
California
$1.96M -$34.2K -160 -2%
GT
938
Greenleaf Trust
Michigan
$1.96M +$196K +918 +11%
AWM
939
AE Wealth Management
Kansas
$1.95M +$97.8K +457 +5%
CA
940
Calton & Associates
Florida
$1.94M +$713K +3,332 +58%
TIA
941
Trust Investment Advisors
Indiana
$1.94M -$166K -775 -8%
MFAM
942
Motley Fool Asset Management
Virginia
$1.93M +$1.93M +9,032 New
YWP
943
YorkBridge Wealth Partners
New York
$1.93M -$1.35K -6 -0.1%
AIA
944
AIMZ Investment Advisors
California
$1.92M -$58.9K -275 -3%
DDC
945
Daniel Devine & Co
Florida
$1.92M – – –
LPT
946
Legacy Private Trust
Wisconsin
$1.92M -$89.9K -420 -4%
BOH
947
Bank of Hawaii
Hawaii
$1.91M +$428K +2,000 +29%
APA
948
American Portfolios Advisors
New York
$1.91M -$46.2K -216 -2%
BCWM
949
Blue Chip Wealth Management
Florida
$1.91M +$1.91M +8,904 New
CAPTRUST Financial Advisors
950
CAPTRUST Financial Advisors
North Carolina
$1.9M +$49.3K +227 +3%
36 37
38
39 40