UNH icon

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 %
PI
1101
PEAK6 Investments
Illinois
$1.34M +$1.34M +5,053 New
SGAM
1102
Steinberg Global Asset Management
Florida
$1.34M -$35.1K -132 -3%
OFS
1103
Orrstown Financial Services
Pennsylvania
$1.33M -$110K -412 -8%
MYIA
1104
Mount Yale Investment Advisors
Colorado
$1.33M +$22K +80 +2%
BCM
1105
Becker Capital Management
Oregon
$1.33M +$93.1K +350 +8%
PIC
1106
PCJ Investment Counsel
Ontario, Canada
$1.33M +$1.33M +5,000 New
GCP
1107
GSA Capital Partners
United Kingdom
$1.33M +$829K +3,115 +166%
IWP
1108
Icon Wealth Partners
Texas
$1.32M +$67.3K +253 +5%
HCM
1109
HMS Capital Management
Tennessee
$1.32M +$905K +3,400 +218%
TNBTD
1110
Trustmark National Bank Trust Department
Mississippi
$1.31M -$154K -577 -11%
PL
1111
Perpetual Ltd
Australia
$1.31M -$160K -600 -11%
KAS
1112
Kemnay Advisory Services
New York
$1.31M -$79.6K -299 -6%
SFG
1113
SevenBridge Financial Group
Pennsylvania
$1.3M +$26.9K +101 +2%
PNC
1114
Park National Corp
Ohio
$1.3M -$127K -478 -9%
VWM
1115
Valley Wealth Managers
New Jersey
$1.3M +$296K +1,112 +30%
WA
1116
Wealth Architects
California
$1.29M -$14.9K -56 -1%
CCP
1117
Corient Capital Partners
California
$1.29M – – –
BCWM
1118
Bartlett & Co Wealth Management
Ohio
$1.28M -$42K -158 -3%
BC
1119
Bartlett & Co
Ohio
$1.28M -$42K -158 -3%
MCP
1120
Mirador Capital Partners
California
$1.26M – – –
SIG
1121
Sky Investment Group
Connecticut
$1.25M +$5.32K +20 +0.4%
SRSA
1122
S.R. Schill & Associates
Washington
$1.25M -$33.3K -125 -3%
CL
1123
CPWM LLC
Washington
$1.25M -$11.2K -42 -0.9%
CCM
1124
Carderock Capital Management
Maryland
$1.25M +$56.7K +213 +5%
PCG
1125
Private Capital Group
Connecticut
$1.25M +$107K +403 +9%
43 44
45
46 47