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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 %
STMM
1026
South Texas Money Management
Texas
$1.35M +$10.7K +50 +0.8%
TH
1027
TCTC Holdings
Texas
$1.35M – – –
NAM
1028
Needelman Asset Management
California
$1.34M -$7.49K -35 -0.6%
MNBTD
1029
Moody National Bank Trust Division
Texas
$1.33M -$42.8K -200 -3%
UR
1030
USCA RIA
Texas
$1.33M +$55K +257 +4%
KFA
1031
Kays Financial Advisory
Georgia
$1.32M -$4.92K -23 -0.4%
BIA
1032
Bigelow Investment Advisors
Maine
$1.32M +$249K +1,165 +23%
FB
1033
Fulton Bank
Pennsylvania
$1.32M -$183K -855 -12%
TPWA
1034
TRUE Private Wealth Advisors
Oregon
$1.3M +$70.2K +328 +6%
DDC
1035
DF Dent & Co
Maryland
$1.3M +$984K +4,598 +309%
HH
1036
HWG Holdings
Texas
$1.3M -$3.42M -15,986 -72%
Balyasny Asset Management
1037
Balyasny Asset Management
Illinois
$1.29M -$56.5M -264,044 -98%
CAS
1038
Cue Advisory Services
Arizona
$1.29M -$5.35K -25 -0.4%
LMAM
1039
Legg Mason Asset Management
Japan
$1.28M -$21.4K -100 -2%
LMIM
1040
Lockheed Martin Investment Management
Maryland
$1.28M – – –
CIC
1041
Carnegie Investment Counsel
Ohio
$1.28M -$50.7K -213 -4%
SCM
1042
Southport Capital Management
Tennessee
$1.27M -$46.4K -217 -4%
SIA
1043
Starfire Investment Advisers
Michigan
$1.27M +$840K +3,928 +194%
PWMAG
1044
Pinnacle Wealth Management Advisory Group
New Jersey
$1.26M -$1.07K -5 -0.1%
OFS
1045
Orrstown Financial Services
Pennsylvania
$1.26M -$64.6K -302 -5%
WA
1046
Waverly Advisors
Alabama
$1.26M -$412K -1,927 -25%
CA
1047
Cambridge Advisors
Nebraska
$1.25M – – –
GRP
1048
Global Retirement Partners
California
$1.25M +$162K +755 +15%
SB
1049
Simmons Bank
Arkansas
$1.25M +$39.6K +185 +3%
WBC
1050
West Branch Capital
Massachusetts
$1.25M +$1.25M +5,840 New
40 41
42
43 44