UNH icon

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 %
BP
951
Ballentine Partners
Massachusetts
$1.89M -$205K -958 -10%
MSU
952
Mizuho Securities USA
New York
$1.88M -$9.37M -43,801 -83%
MLL
953
Moody Lynn & Lieberson
Massachusetts
$1.88M -$12.4K -58 -0.7%
BCI
954
Brinker Capital Investments
Pennsylvania
$1.88M +$86.5K +404 +5%
PFM
955
Parsec Financial Management
North Carolina
$1.88M -$30K -140 -2%
PC
956
Port Capital
Illinois
$1.87M -$12K -56 -0.6%
CPA
957
Capital Planning Advisors
California
$1.87M +$69.8K +326 +4%
BDF
958
Balasa Dinverno & Foltz
$1.86M +$1.5K +7 +0.1%
CAG
959
Csenge Advisory Group
Florida
$1.83M -$9.63K -45 -0.5%
PTC
960
Private Trust Company
Ohio
$1.82M +$166K +777 +10%
EWM
961
Elmwood Wealth Management
California
$1.81M +$1.81M +8,457 New
MSAM
962
Moloney Securities Asset Management
Missouri
$1.8M +$57.4K +268 +3%
JFA
963
Johanson Financial Advisors
California
$1.8M +$41.1K +192 +2%
MPAM
964
Murphy Pohlad Asset Management
Minnesota
$1.8M -$66.3K -310 -4%
GIA
965
GHP Investment Advisors
Colorado
$1.79M +$22.7K +106 +1%
HIM
966
Hermes Investment Management
United Kingdom
$1.78M – – –
PAS
967
Park Avenue Securities
New York
$1.74M +$217K +997 +14%
CSIC
968
Clifford Swan Investment Counsel
California
$1.73M – – –
FPFS
969
First Personal Financial Services
North Carolina
$1.71M -$123K -576 -7%
GCP
970
GSA Capital Partners
United Kingdom
$1.7M -$3.06M -14,284 -64%
HA
971
Hays Advisory
Tennessee
$1.69M -$838K -3,917 -33%
HWA
972
Heritage Wealth Advisors
Virginia
$1.69M +$184K +858 +12%
ONB
973
Old National Bancorp
Indiana
$1.68M -$228K -1,066 -12%
TWI
974
Thomas White International
Illinois
$1.68M -$187K -874 -10%
CONA
975
Capital One National Association
New York
$1.68M -$39.2K -183 -2%
37 38
39
40 41