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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 %
BCM
1101
Becker Capital Management
Oregon
$1.02M -$143K -670 -12%
SRSA
1102
S.R. Schill & Associates
Washington
$1.02M +$200K +934 +24%
KWA
1103
KCS Wealth Advisory
California
$1.02M +$223K +1,042 +28%
FIM
1104
Freedom Investment Management
Connecticut
$1.02M -$135K -629 -12%
CL
1105
CPWM LLC
Washington
$1.02M +$348K +1,626 +52%
FHA
1106
Flagship Harbor Advisors
Massachusetts
$1.01M -$112K -513 -10%
SFG
1107
SevenBridge Financial Group
Pennsylvania
$1.01M +$36.6K +171 +4%
PGFC
1108
Peapack-Gladstone Financial Corp
New Jersey
$1.01M +$47.9K +224 +5%
BPM
1109
Bowling Portfolio Management
Ohio
$1.01M +$413K +1,928 +69%
EHWM
1110
Eads & Heald Wealth Management
Georgia
$1.01M -$10.7K -50 -1%
GC
1111
Globeflex Capital
California
$1.01M – – –
WIA
1112
Westbourne Investment Advisors
Maryland
$1.01M -$98.5K -460 -9%
Fisher Asset Management
1113
Fisher Asset Management
Washington
$985K -$600K -2,802 -38%
MHS
1114
M Holdings Securities
Oregon
$979K -$5.78K -27 -0.6%
NL
1115
NVWM LLC
Pennsylvania
$975K – – –
BCWM
1116
Bartlett & Co Wealth Management
Ohio
$971K +$971K +4,539 New
BC
1117
Bartlett & Co
Ohio
$971K +$25.7K +120 +3%
PGWM
1118
Parisi Gray Wealth Management
New Jersey
$970K -$16.2K -72 -2%
MYIA
1119
Mount Yale Investment Advisors
Colorado
$969K +$969K +4,528 New
FPF
1120
FNY Partners Fund
New York
$963K +$963K +4,500 New
HWA
1121
HCR Wealth Advisors
California
$962K +$60.6K +318 +7%
RA
1122
Rational Advisors
New York
$962K +$217K +1,015 +29%
SIG
1123
Sky Investment Group
Connecticut
$956K +$956K +4,467 New
BAS
1124
Brown Advisory Securities
Maryland
$954K -$323K -1,513 -25%
AMCA
1125
Arthur M. Cohen & Associates
Illinois
$948K – – –
43 44
45
46 47