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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 %
CWM
926
CMH Wealth Management
New Hampshire
$2.5M +$52.5K +195 +2%
BCA
927
Bray Capital Advisors
Florida
$2.49M -$80.1K -301 -3%
AA
928
ALPS Advisors
Colorado
$2.47M +$2.47M +9,288 New
CIM
929
CenturyLink Investment Management
Colorado
$2.46M -$295K -1,108 -11%
BDF
930
Balasa Dinverno & Foltz
$2.46M +$67.6K +254 +3%
BOH
931
Bank of Hawaii
Hawaii
$2.46M +$79.8K +300 +3%
PTC
932
Private Trust Company
Ohio
$2.45M +$277K +1,040 +13%
WWM
933
Willingdon Wealth Management
North Carolina
$2.44M +$253K +951 +12%
UR
934
USCA RIA
Texas
$2.43M +$893K +3,358 +58%
BP
935
Ballentine Partners
Massachusetts
$2.42M +$15.7K +59 +0.7%
PC
936
Port Capital
Illinois
$2.41M +$53.7K +202 +2%
WAM
937
Wolverine Asset Management
Illinois
$2.4M +$425K +1,599 +22%
PP
938
Paloma Partners
Connecticut
$2.39M +$2.39M +8,990 New
TIA
939
Trust Investment Advisors
Indiana
$2.38M +$26.6K +100 +1%
REMPR
940
Roof Eidam Maycock Peralta (REMP)
California
$2.38M -$42.6K -160 -2%
LPT
941
Legacy Private Trust
Wisconsin
$2.35M -$20.2K -76 -0.9%
RIM
942
Regent Investment Management
Kentucky
$2.35M – – –
MLL
943
Moody Lynn & Lieberson
Massachusetts
$2.34M -$12K -45 -0.5%
RAM
944
Roanoke Asset Management
New Jersey
$2.33M – – –
MSAM
945
Moloney Securities Asset Management
Missouri
$2.32M +$65.5K +246 +3%
ADL
946
Asset Dedication LLC
California
$2.32M -$254K -955 -10%
Verition Fund Management
947
Verition Fund Management
Connecticut
$2.3M -$3.72K -14 -0.2%
WCM
948
Weik Capital Management
Pennsylvania
$2.29M -$81.1K -305 -3%
DSC
949
Duncker Streett & Co
Missouri
$2.29M +$42.8K +161 +2%
HWA
950
Heritage Wealth Advisors
Virginia
$2.29M +$147K +554 +7%
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