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 %
KWA
1126
KCS Wealth Advisory
California
$1.25M -$2.39K -9 -0.2%
1IA
1127
1834 Investment Advisors
Wisconsin
$1.24M -$26.6K -100 -2%
PI
1128
PHH Investments
Texas
$1.24M +$1.24M +4,667 New
FIM
1129
Freedom Investment Management
Connecticut
$1.24M +$593K +2,210 +92%
IIA
1130
IPG Investment Advisors
California
$1.24M +$1.24M +4,645 New
PGWM
1131
Parisi Gray Wealth Management
New Jersey
$1.23M +$52.7K +199 +4%
FHA
1132
First Horizon Advisors
Tennessee
$1.23M +$77.6K +292 +7%
RWM
1133
RKL Wealth Management
Pennsylvania
$1.23M -$117K -438 -9%
TF
1134
Tompkins Financial
New York
$1.21M -$192K -721 -14%
MHS
1135
M Holdings Securities
Oregon
$1.21M -$152K -572 -11%
BWM
1136
BigSur Wealth Management
Florida
$1.21M +$412K +1,550 +52%
BPM
1137
Bowling Portfolio Management
Ohio
$1.2M -$28.5K -107 -2%
BFA
1138
Beaumont Financial Advisors
Massachusetts
$1.19M +$681K +2,558 +133%
WIA
1139
Westbourne Investment Advisors
Maryland
$1.19M -$7.98K -30 -0.7%
NL
1140
NVWM LLC
Pennsylvania
$1.18M -$12.2K -46 -1%
PIM
1141
Partner Investment Management
California
$1.18M -$435K -1,635 -27%
SS
1142
Simplicity Solutions
Minnesota
$1.17M +$300K +1,129 +34%
HTHT
1143
Hemenway Trust Hemenway Trust
New Hampshire
$1.17M +$1.17M +4,400 New
GG
1144
Gofen & Glossberg
Illinois
$1.17M -$4.52K -17 -0.4%
WP
1145
WealthPLAN Partners
Nebraska
$1.16M +$140K +536 +14%
DDPIC
1146
Deroy & Devereaux Private Investment Counsel
Michigan
$1.16M -$22.6K -85 -2%
SWM
1147
SeaCrest Wealth Management
New York
$1.15M -$10.9K -41 -0.9%
ACG
1148
Allen Capital Group
Nebraska
$1.14M +$16.2K +61 +1%
CANC
1149
Culbertson A N & Co
Virginia
$1.12M +$304K +1,142 +37%
CG
1150
CFO4Life Group
Texas
$1.12M +$533K +2,003 +90%
44 45
46
47 48