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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 %
DDPIC
1126
Deroy & Devereaux Private Investment Counsel
Michigan
$947K +$180K +841 +23%
Cetera Investment Advisers
1127
Cetera Investment Advisers
Illinois
$945K +$53.7K +252 +6%
FPA
1128
First Pacific Advisors
California
$942K +$128K +600 +16%
VFA
1129
Valeo Financial Advisors
Indiana
$928K +$219K +1,024 +31%
WWM
1130
Willingdon Wealth Management
North Carolina
$922K +$906K +4,234 +5,571%
SWM
1131
SeaCrest Wealth Management
New York
$919K +$51.4K +240 +6%
CC
1132
Cognios Capital
Kansas
$914K -$1.14M -5,350 -56%
ID
1133
Integral Derivatives
New York
$914K +$73.8K +345 +9%
PCG
1134
Private Capital Group
Connecticut
$904K +$813K +3,802 +899%
THWM
1135
Taylor Hoffman Wealth Management
Virginia
$903K – – –
OAM
1136
Oak Asset Management
California
$883K -$17.6K -82 -2%
BCM
1137
Bienville Capital Management
New York
$880K -$538K -2,515 -38%
SIM
1138
SSI Investment Management
California
$870K -$12.8K -60 -1%
LWM
1139
Lyons Wealth Management
Florida
$869K – – –
RCC
1140
Red Cedar Capital
Nebraska
$869K – – –
I
1141
IberiaBank
Louisiana
$866K -$69.8K -326 -7%
QCG
1142
Quadrant Capital Group
Ohio
$864K +$37.2K +178 +4%
ACG
1143
Allen Capital Group
Nebraska
$862K +$257K +1,199 +42%
AT
1144
Argent Trust
Texas
$861K +$13.7K +64 +2%
BFO
1145
Biltmore Family Office
North Carolina
$861K +$160K +750 +23%
CBN
1146
Cadence Bank NA
Texas
$858K – – –
CAM
1147
Carret Asset Management
New York
$858K +$3.64K +17 +0.4%
CCG
1148
Ceeto Capital Group
Florida
$856K – – –
CCP
1149
Corient Capital Partners
California
$851K -$88.7K -415 -9%
CCG
1150
Cypress Capital Group
Florida
$850K -$150K -701 -15%
44 45
46
47 48