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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 %
LHC
1026
Little House Capital
Massachusetts
$1.89M +$457K +1,847 +32%
AAS
1027
Avantax Advisory Services
Texas
$1.89M -$401K -1,622 -18%
VWA
1028
V Wealth Advisors
Kansas
$1.88M -$322K -1,391 -15%
IAS
1029
IMA Advisory Services
Colorado
$1.88M +$540K +2,184 +40%
DC
1030
DeDora Capital
California
$1.88M +$241K +976 +15%
TFS
1031
Thoroughbred Financial Services
Tennessee
$1.87M +$290K +1,174 +18%
Hudson Bay Capital Management
1032
Hudson Bay Capital Management
Connecticut
$1.87M -$41.4M -167,507 -96%
PFM
1033
Parsec Financial Management
North Carolina
$1.87M -$95.9K -388 -5%
BAM
1034
Barrett Asset Management
New York
$1.86M -$345K -1,397 -16%
MWM
1035
Marietta Wealth Management
Georgia
$1.86M +$1.55M +6,284 +513%
SFSIG
1036
San Francisco Sentry Investment Group
California
$1.86M +$104K +420 +6%
CB
1037
Community Bank
New York
$1.85M -$13.6K -55 -0.7%
GWM
1038
Geneos Wealth Management
Colorado
$1.84M -$10.1K -41 -0.5%
IMOV
1039
Investment Management of Virginia
Virginia
$1.84M +$1.84M +7,424 New
HIM
1040
Hotaling Investment Management
Pennsylvania
$1.83M +$43.3K +175 +2%
AAMA
1041
Advanced Asset Management Advisors
Ohio
$1.83M +$1.24K +5 +0.1%
GIC
1042
Gantzert Investment Company
Illinois
$1.82M -$16.1K -65 -0.9%
Tudor Investment Corp
1043
Tudor Investment Corp
Connecticut
$1.82M +$1.82M +7,347 New
EWM
1044
Elmwood Wealth Management
California
$1.81M -$151K -610 -8%
CWM
1045
Chesapeake Wealth Management
Virginia
$1.81M -$455K -1,839 -20%
CAM
1046
Cypress Asset Management
Texas
$1.8M +$1.27M +5,120 +237%
PG
1047
Patten Group
Tennessee
$1.8M +$57.6K +233 +3%
FPS
1048
Fieldpoint Private Securities
Connecticut
$1.79M +$3.71K +15 +0.2%
SSWM
1049
Sheets Smith Wealth Management
North Carolina
$1.79M -$49.2K -199 -3%
SCA
1050
Stonebridge Capital Advisors
Minnesota
$1.78M -$35.1K -142 -2%
40 41
42
43 44