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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 %
GSWM
1101
Golden State Wealth Management
California
$1.57M +$1.57M +6,344 New
OC
1102
Oarsman Capital
Wisconsin
$1.56M +$861K +3,483 +124%
BAMG
1103
Brand Asset Management Group
Missouri
$1.55M +$5.94K +24 +0.4%
JSL
1104
JT Stratford LLC
Georgia
$1.54M +$1M +4,050 +186%
ONB
1105
Old National Bancorp
Indiana
$1.54M -$103K -417 -6%
FLI
1106
Family Legacy Inc
South Carolina
$1.54M +$21.6K +87 +1%
ZB
1107
Zions Bancorporation
Utah
$1.53M -$400K -1,619 -21%
CMO
1108
Covenant Multifamily Offices
Texas
$1.53M +$142K +575 +10%
Fisher Asset Management
1109
Fisher Asset Management
Washington
$1.53M +$220K +890 +17%
ANRIA
1110
American National Registered Investment Advisor
Texas
$1.53M -$9.89K -40 -0.6%
GCP
1111
GSA Capital Partners
United Kingdom
$1.52M +$887K +3,588 +140%
SIA
1112
Starfire Investment Advisers
Michigan
$1.52M -$742 -3 -0%
BFM
1113
Boothbay Fund Management
New York
$1.51M +$425K +1,717 +39%
HAG
1114
HighPoint Advisor Group
Illinois
$1.51M +$203K +852 +16%
FB
1115
Fulton Bank
Pennsylvania
$1.5M -$74.1K -300 -5%
GRP
1116
Global Retirement Partners
California
$1.49M +$14.3K +58 +1%
FMWA
1117
Forvis Mazars Wealth Advisors
Missouri
$1.49M -$6.43K -26 -0.4%
QCG
1118
Quadrant Capital Group
Ohio
$1.49M +$416K +1,707 +39%
SKK
1119
Shepherd Kaplan Krochuk
Massachusetts
$1.48M – – –
GBT
1120
Grove Bank & Trust
Florida
$1.48M +$84.5K +342 +6%
HIC
1121
Hartline Investment Corp
Illinois
$1.48M +$1.11M +4,503 +305%
WPP
1122
Whalerock Point Partners
Rhode Island
$1.47M +$24.7K +100 +2%
PT
1123
Plimoth Trust
Massachusetts
$1.47M +$170K +689 +13%
IA
1124
IFG Advisory
Georgia
$1.47M -$129K -522 -8%
PGWM
1125
Parisi Gray Wealth Management
New Jersey
$1.47M – – –
43 44
45
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