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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 %
Cetera Investment Advisers
976
Cetera Investment Advisers
Illinois
$2.2M -$37.2K -151 -2%
DAS
977
Dynamic Advisor Solutions
Arizona
$2.2M +$296K +1,196 +16%
VCAM
978
Van Cleef Asset Management
Ohio
$2.2M -$15.6K -63 -0.7%
BA
979
Bristlecone Advisors
Washington
$2.19M +$154K +623 +8%
CII
980
Capital International Inc
California
$2.15M -$321K -1,300 -13%
BAM
981
Belpointe Asset Management
Nevada
$2.15M +$537K +2,170 +33%
MLL
982
Moody Lynn & Lieberson
Massachusetts
$2.15M -$21K -85 -1%
REMPR
983
Roof Eidam Maycock Peralta (REMP)
California
$2.14M -$56.9K -230 -3%
MSAM
984
Moloney Securities Asset Management
Missouri
$2.14M -$62.3K -252 -3%
OAM
985
Oxford Asset Management
United Kingdom
$2.14M +$2.14M +8,643 New
BWM
986
Buckley Wealth Management
Nevada
$2.14M -$498K -2,016 -19%
DBG
987
De Burlo Group
Massachusetts
$2.13M -$10.8M -43,650 -84%
FL
988
Fort LP
Maryland
$2.11M +$518K +2,093 +33%
DLA
989
Douglas Lane & Associates
New York
$2.11M +$1.26M +5,109 +150%
LPT
990
Legacy Private Trust
Wisconsin
$2.1M -$20.8K -84 -1%
AAS
991
Annex Advisory Services
Wisconsin
$2.1M +$14.1K +57 +0.7%
BWM
992
BerganKDV Wealth Management
Minnesota
$2.09M +$282K +1,139 +16%
ASN
993
Advisory Services Network
Georgia
$2.09M -$804K -3,251 -28%
PA
994
Parallel Advisors
California
$2.09M +$193K +782 +10%
CG
995
Caprock Group
Idaho
$2.08M +$177K +714 +9%
BDF
996
Balasa Dinverno & Foltz
$2.08M -$168K -678 -7%
LA
997
LexAurum Advisors
Kansas
$2.08M +$91.5K +370 +5%
TVWM
998
Tower View Wealth Management
Wisconsin
$2.07M +$98.7K +399 +5%
CSIC
999
Clifford Swan Investment Counsel
California
$2.07M – – –
TIA
1000
Trust Investment Advisors
Indiana
$2.06M -$98.9K -400 -5%
38 39
40
41 42