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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 %
RCG
951
Rock Creek Group
District of Columbia
$2.29M +$2.29M +8,598 New
GC
952
Grace Capital
Massachusetts
$2.27M -$204K -765 -8%
CAG
953
Csenge Advisory Group
Florida
$2.26M +$76K +287 +3%
PFM
954
Parsec Financial Management
North Carolina
$2.26M -$51.1K -192 -2%
YWP
955
YorkBridge Wealth Partners
New York
$2.25M -$44.1K -164 -2%
GCMG
956
Gyroscope Capital Management Group
Florida
$2.25M +$899K +3,339 +67%
NGA
957
Naples Global Advisors
Florida
$2.24M -$71.6K -269 -3%
Cetera Investment Advisers
958
Cetera Investment Advisers
Illinois
$2.24M +$401K +1,504 +22%
GI
959
GS Investments
Minnesota
$2.24M +$808K +3,039 +57%
CSIC
960
Clifford Swan Investment Counsel
California
$2.22M -$22.1K -83 -1%
BTNA
961
Bremer Trust National Association
Minnesota
$2.21M -$253K -951 -10%
AIA
962
AIMZ Investment Advisors
California
$2.19M -$141K -529 -6%
VCAM
963
Van Cleef Asset Management
Ohio
$2.18M -$446K -1,675 -17%
PGFC
964
Peapack-Gladstone Financial Corp
New Jersey
$2.18M +$91.5K +344 +4%
BAM
965
Belpointe Asset Management
Nevada
$2.17M +$744K +2,796 +52%
MPAM
966
Murphy Pohlad Asset Management
Minnesota
$2.16M -$26.6K -100 -1%
CBU
967
CIBC Bank USA
Illinois
$2.16M +$138K +519 +7%
EWM
968
Elmwood Wealth Management
California
$2.15M -$22.3K -84 -1%
AAS
969
Annex Advisory Services
Wisconsin
$2.14M +$126K +473 +6%
CCM
970
Cox Capital Management
Massachusetts
$2.11M +$33.3K +125 +2%
LA
971
LexAurum Advisors
Kansas
$2.11M +$56.9K +214 +3%
PCM
972
Prelude Capital Management
New York
$2.09M -$879K -3,304 -30%
LSCM
973
LaSalle Street Capital Management
Illinois
$2.09M -$671K -2,523 -24%
CG
974
Caprock Group
Idaho
$2.08M -$21K -79 -1%
WF
975
WoodTrust Financial
Wisconsin
$2.08M +$50.3K +189 +2%
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