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UnitedHealth
UNH

Overview Fund Activity

1,780 hedge funds and large institutions have $221B invested in UnitedHealth in 2018 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 713 increasing their positions, 703 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,780
Holders Change
+29
Holders Change %
+1.66%
% of All Funds
40.76%
Holding in Top 10
228
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.7%
% of All Funds
5.22%
New
111
Increased
713
Reduced
703
Closed
66
Calls
$1.37B
Puts
$1.3B
Net Calls
+$70.7M
Net Calls Change
+$114M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$3B
2
State Street
State Street
Massachusetts
+$540M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$286M
5
Morgan Stanley
Morgan Stanley
New York
+$265M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.45B
2
Capital World Investors
Capital World Investors
California
-$1.09B
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$334M
4
ECU
Egerton Capital (UK)
United Kingdom
-$327M
5
LPC
Lone Pine Capital
Connecticut
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
1026
Karp Capital Management
California
$1.75M +$58.8K +221 +3%
ECM
1027
Elgethun Capital Management
South Dakota
$1.74M -$55.5K -206 -3%
BAMG
1028
Brand Asset Management Group
Missouri
$1.74M +$852K +3,200 +96%
OAM
1029
Oak Asset Management
California
$1.74M -$9.84K -37 -0.6%
FPA
1030
First Pacific Advisors
California
$1.73M – – –
RCAG
1031
Rehmann Capital Advisory Group
Michigan
$1.72M -$26.1K -98 -1%
RW
1032
Rand Wealth
Maryland
$1.72M -$1.16M -4,353 -40%
PVWM
1033
Point View Wealth Management
New Jersey
$1.71M -$88.9K -334 -5%
ZB
1034
Zions Bancorporation
Utah
$1.71M -$18.6K -70 -1%
CPR
1035
CSU Producer Resources
Ohio
$1.7M – – –
SKK
1036
Shepherd Kaplan Krochuk
Massachusetts
$1.7M – – –
ANRIA
1037
American National Registered Investment Advisor
Texas
$1.7M – – –
AFNAS
1038
American Financial Network Advisory Services
California
$1.7M +$1.67M +6,260 +5,397%
S
1039
SignatureFD
Georgia
$1.68M +$35.9K +135 +2%
SFSIG
1040
San Francisco Sentry Investment Group
California
$1.68M +$81.7K +307 +5%
TH
1041
TCTC Holdings
Texas
$1.67M – – –
TPWA
1042
TRUE Private Wealth Advisors
Oregon
$1.67M +$14.1K +53 +0.9%
WA
1043
Waverly Advisors
Alabama
$1.64M – – –
HWA
1044
HCR Wealth Advisors
California
$1.64M +$303K +1,244 +23%
KFA
1045
Kays Financial Advisory
Georgia
$1.63M -$78.2K -294 -5%
DDC
1046
DF Dent & Co
Maryland
$1.61M -$10.1K -38 -0.6%
CF
1047
Copperwynd Financial
Arizona
$1.61M +$735K +2,763 +84%
AIM
1048
AMI Investment Management
Indiana
$1.61M -$612K -2,300 -28%
FLI
1049
Family Legacy Inc
South Carolina
$1.61M -$29.3K -110 -2%
BBHC
1050
Brown Brothers Harriman & Co
New York
$1.6M -$146K -550 -8%
40 41
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