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UnitedHealth
UNH

Overview Fund Activity

1,751 hedge funds and large institutions have $204B invested in UnitedHealth in 2018 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 690 increasing their positions, 688 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,751
Holders Change
+59
Holders Change %
+3.49%
% of All Funds
40.14%
Holding in Top 10
222
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+36.2%
% of All Funds
5.09%
New
130
Increased
690
Reduced
688
Closed
57
Calls
$1.09B
Puts
$1.13B
Net Calls
-$43.5M
Net Calls Change
+$629M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$1.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$731M
3
Capital World Investors
Capital World Investors
California
+$666M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$490M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$330M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$546M
2
Deutsche Bank
Deutsche Bank
Germany
-$362M
3
ClearBridge Investments
ClearBridge Investments
New York
-$346M
4
Goldman Sachs
Goldman Sachs
New York
-$301M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1026
Mutual Advisors
Nebraska
$1.58M +$407K +1,659 +35%
KFA
1027
Kays Financial Advisory
Georgia
$1.58M +$59.9K +244 +4%
CPR
1028
CSU Producer Resources
Ohio
$1.57M – – –
SKK
1029
Shepherd Kaplan Krochuk
Massachusetts
$1.57M – – –
ANRIA
1030
American National Registered Investment Advisor
Texas
$1.56M -$12.3K -50 -0.8%
KCM
1031
Karp Capital Management
California
$1.56M +$1.56M +6,343 New
STMM
1032
South Texas Money Management
Texas
$1.55M -$491 -2 -0%
GRP
1033
Global Retirement Partners
California
$1.55M +$115K +468 +8%
TH
1034
TCTC Holdings
Texas
$1.54M – – –
NAM
1035
Needelman Asset Management
California
$1.54M -$2.45K -10 -0.2%
LSAG
1036
Lake Street Advisors Group
New Hampshire
$1.53M -$62.8K -256 -4%
WA
1037
Wasatch Advisors
Utah
$1.53M +$147K +600 +11%
TSW
1038
Thompson Siegel & Walmsley
Virginia
$1.53M +$1.03M +4,200 +206%
TPWA
1039
TRUE Private Wealth Advisors
Oregon
$1.53M +$30.4K +124 +2%
S
1040
SignatureFD
Georgia
$1.52M +$142K +578 +10%
MNBTD
1041
Moody National Bank Trust Division
Texas
$1.52M -$12.3K -50 -0.8%
SCM
1042
Southport Capital Management
Tennessee
$1.51M +$53.5K +218 +4%
WA
1043
Waverly Advisors
Alabama
$1.51M +$73.8K +301 +5%
FLI
1044
Family Legacy Inc
South Carolina
$1.51M -$68.5K -279 -4%
DDC
1045
DF Dent & Co
Maryland
$1.5M +$1.96K +8 +0.1%
CAN
1046
Claraphi Advisory Network
United States
$1.5M -$100K -408 -6%
DWM
1047
Dakota Wealth Management
Florida
$1.49M +$1.2M +4,890 +410%
PIM
1048
Partner Investment Management
California
$1.49M -$1.13M -4,612 -43%
BIA
1049
Bigelow Investment Advisors
Maine
$1.48M -$30.7K -125 -2%
PT
1050
Plimoth Trust
Massachusetts
$1.48M -$109K -445 -7%
40 41
42
43 44