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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 %
CC
1001
Cedar Capital
Illinois
$1.52M +$749K +3,502 +97%
BBHC
1002
Brown Brothers Harriman & Co
New York
$1.51M -$172K -804 -10%
DJSG
1003
D.J. St. Germain
Massachusetts
$1.49M +$1.06M +4,935 +245%
FFA
1004
Fragasso Financial Advisors
Pennsylvania
$1.49M +$39.2K +183 +3%
TH
1005
Timber Hill
Connecticut
$1.47M -$789K -3,684 -35%
CA
1006
Clearstead Advisors
Ohio
$1.45M -$92.3K -431 -6%
PVWM
1007
Point View Wealth Management
New Jersey
$1.44M +$21.8K +102 +2%
RMAM
1008
Raab & Moskowitz Asset Management
New Jersey
$1.43M +$1.43M +6,675 New
DSC
1009
Duncker Streett & Co
Missouri
$1.43M +$571K +2,670 +67%
GWM
1010
Geneos Wealth Management
Colorado
$1.42M -$125K -585 -8%
FWM
1011
Frontier Wealth Management
Missouri
$1.42M +$114K +534 +9%
PL
1012
Plancorp LLC
Missouri
$1.41M – – –
BWM
1013
BerganKDV Wealth Management
Minnesota
$1.4M +$5.57K +26 +0.4%
HF
1014
HRT Financial
New York
$1.4M +$13.9K +65 +1%
BAM
1015
Barrett Asset Management
New York
$1.4M -$1.07K -5 -0.1%
MLFP
1016
MPS Loria Financial Planners
Illinois
$1.39M +$4.49K +21 +0.3%
LSAG
1017
Lake Street Advisors Group
New Hampshire
$1.39M -$164K -764 -11%
AAC
1018
Asset Advisors Corp
Georgia
$1.39M -$1.73M -8,095 -55%
CAN
1019
Claraphi Advisory Network
United States
$1.39M +$140K +652 +11%
PT
1020
Plimoth Trust
Massachusetts
$1.39M -$63.6K -297 -4%
ANRIA
1021
American National Registered Investment Advisor
Texas
$1.38M -$44.9K -210 -3%
FLI
1022
Family Legacy Inc
South Carolina
$1.38M -$8.35K -39 -0.6%
CPR
1023
CSU Producer Resources
Ohio
$1.37M – – –
SKK
1024
Shepherd Kaplan Krochuk
Massachusetts
$1.37M – – –
ACA
1025
Atlas Capital Advisors
Wyoming
$1.37M +$1.37M +6,383 New
39 40
41
42 43