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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 %
KA
951
Kintegral Advisory
New York
$2.37M -$52.9K -214 -2%
LCP
952
Legacy Capital Partners
Wisconsin
$2.37M -$55.6K -225 -2%
BCA
953
Bray Capital Advisors
Florida
$2.37M +$251K +1,015 +12%
SOAMC
954
Spirit of America Management Corp
New York
$2.36M – – –
CC
955
Cedar Capital
Illinois
$2.36M +$119K +480 +5%
LA
956
Lau Associates
Delaware
$2.35M – – –
QAM
957
Quantres Asset Management
Cayman Islands
$2.35M +$2.13M +8,600 +956%
PTC
958
Private Trust Company
Ohio
$2.35M +$60.3K +244 +3%
IB
959
Intrust Bank
Kansas
$2.34M -$75.4K -305 -3%
ADL
960
Asset Dedication LLC
California
$2.33M +$65.2K +265 +3%
CC
961
Cognios Capital
Kansas
$2.33M -$510K -2,063 -18%
BP
962
Ballentine Partners
Massachusetts
$2.31M +$51.7K +209 +2%
RAM
963
Roanoke Asset Management
New Jersey
$2.31M +$148K +600 +7%
BRWM
964
B. Riley Wealth Management
Tennessee
$2.3M +$560K +2,263 +32%
OA
965
Oak Associates
Ohio
$2.29M -$593K -2,400 -21%
MCM
966
Monument Capital Management
Virginia
$2.28M -$167K -674 -7%
VCM
967
Vivaldi Capital Management
Illinois
$2.28M +$1.7M +6,885 +294%
GI
968
GS Investments
Minnesota
$2.28M +$13.6K +55 +0.6%
BEC
969
Blue Edge Capital
Virginia
$2.26M -$753K -3,051 -25%
BCWM
970
Blue Chip Wealth Management
Florida
$2.25M -$46.7K -189 -2%
PAG
971
Private Advisory Group
Washington
$2.24M – – –
CWAG
972
Compton Wealth Advisory Group
Virginia
$2.24M -$7.42K -30 -0.3%
PIM
973
Partner Investment Management
California
$2.23M +$1.08M +4,381 +94%
SAM
974
Strategy Asset Managers
California
$2.23M +$2.23M +9,009 New
SCA
975
Stokes Capital Advisors
South Carolina
$2.22M +$833K +3,370 +60%
37 38
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