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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 %
DAS
1076
Dynamic Advisor Solutions
Arizona
$1.34M +$440K +1,795 +49%
OFS
1077
Orrstown Financial Services
Pennsylvania
$1.33M -$112K -456 -8%
TSWM
1078
Triangle Securities Wealth Management
North Carolina
$1.33M -$55.4K -226 -4%
STA
1079
Summit Trail Advisors
New York
$1.33M -$8.13M -33,132 -86%
WEC
1080
Winslow Evans & Crocker
Massachusetts
$1.32M +$5.4K +22 +0.4%
FMWA
1081
Forvis Mazars Wealth Advisors
Missouri
$1.32M -$26K -106 -2%
CIA
1082
Capital Investment Advisors
Georgia
$1.32M +$31.7K +129 +2%
GI
1083
GS Investments
Minnesota
$1.32M – – –
BAM
1084
Belpointe Asset Management
Nevada
$1.32M +$447K +1,823 +52%
PNC
1085
Park National Corp
Ohio
$1.32M -$110K -448 -8%
MFBTD
1086
MB Financial Bank - Trust Department
Illinois
$1.32M -$54.5K -222 -4%
FPFS
1087
First Personal Financial Services
North Carolina
$1.31M -$644K -2,626 -33%
TIM
1088
Tortoise Investment Management
New York
$1.3M – – –
NCM
1089
Northside Capital Management
Oregon
$1.3M – – –
TF
1090
Tompkins Financial
New York
$1.3M -$98.2K -400 -7%
GBT
1091
Grove Bank & Trust
Florida
$1.29M -$66K -269 -5%
CIM
1092
CIM Investment Management
Pennsylvania
$1.29M -$36.8K -150 -3%
HAG
1093
HighPoint Advisor Group
Illinois
$1.28M +$36.1K +137 +3%
KAS
1094
Kemnay Advisory Services
New York
$1.28M -$123K -502 -9%
SGAM
1095
Steinberg Global Asset Management
Florida
$1.27M +$28.5K +116 +2%
MHS
1096
M Holdings Securities
Oregon
$1.26M +$136K +553 +12%
SC
1097
Savant Capital
Illinois
$1.25M +$11.5K +47 +0.9%
CL
1098
Choreo LLC
Illinois
$1.25M -$133K -542 -10%
IC
1099
InterOcean Capital
Illinois
$1.24M +$442K +1,801 +55%
RWM
1100
RKL Wealth Management
Pennsylvania
$1.24M -$65.5K -266 -5%
42 43
44
45 46