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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 %
PW
1076
Price Wealth
Texas
$1.15M +$1.07M +4,981 +1,284%
WEC
1077
Winslow Evans & Crocker
Massachusetts
$1.15M +$80.4K +376 +8%
GI
1078
GS Investments
Minnesota
$1.15M +$1.05M +4,915 +1,092%
WSCM
1079
Wellington Shields Capital Management
New York
$1.15M – – –
RWM
1080
RKL Wealth Management
Pennsylvania
$1.14M -$125K -586 -10%
TIM
1081
Tortoise Investment Management
New York
$1.14M -$44.9K -210 -4%
NCM
1082
Northside Capital Management
Oregon
$1.13M – – –
CIA
1083
Capital Investment Advisors
Georgia
$1.13M -$26.1K -122 -2%
QSS
1084
Quantitative Systematic Strategies
Florida
$1.12M +$854K +3,990 +322%
AAP
1085
Ardsley Advisory Partners
Connecticut
$1.1M – – –
JCM
1086
Jafra Capital Management
New York
$1.09M +$1.09M +5,075 New
SC
1087
Savant Capital
Illinois
$1.08M +$12.8K +60 +1%
SGAM
1088
Steinberg Global Asset Management
Florida
$1.08M -$107K -501 -9%
PRHC
1089
P.R. Herzig & Co
New York
$1.07M – – –
GCMG
1090
Gyroscope Capital Management Group
Florida
$1.07M +$386K +1,802 +56%
AIL
1091
AGF Investments LLC
Ontario, Canada
$1.07M +$1.07M +4,978 New
IWP
1092
Icon Wealth Partners
Texas
$1.06M -$194K -905 -15%
KA
1093
Kovack Advisors
Florida
$1.06M -$138K -644 -12%
ZB
1094
Zions Bancorporation
Utah
$1.06M +$68.9K +322 +7%
MGIA
1095
Moneta Group Investment Advisors
Missouri
$1.06M +$87.5K +409 +9%
WA
1096
Wealth Architects
California
$1.06M +$422K +1,974 +67%
PL
1097
Perpetual Ltd
Australia
$1.05M – – –
GG
1098
Gofen & Glossberg
Illinois
$1.05M -$10.7K -50 -1%
1IA
1099
1834 Investment Advisors
Wisconsin
$1.04M -$3.64K -17 -0.3%
MA
1100
Mutual Advisors
Nebraska
$1.03M +$68.3K +319 +7%
42 43
44
45 46