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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 %
CAM
1151
CenterStar Asset Management
Illinois
$841K – – –
BA
1152
Bristlecone Advisors
Washington
$832K -$50.5K -236 -6%
PP
1153
PrairieView Partners
Minnesota
$825K +$401K +1,875 +95%
LBA
1154
Letko, Brosseau & Associates
Quebec, Canada
$818K – – –
NFC
1155
Northeast Financial Consultants
Connecticut
$810K -$379K -1,773 -32%
VWM
1156
Valley Wealth Managers
New Jersey
$810K -$99.6K -465 -11%
RMDI
1157
R.M. Davis Inc
Maine
$808K -$82.2K -384 -9%
FBFS
1158
First Business Financial Services
Wisconsin
$796K -$31.5K -147 -4%
LCM
1159
Landscape Capital Management
New Jersey
$796K +$448K +2,093 +129%
CCM
1160
Catawba Capital Management
Virginia
$794K -$53.5K -250 -6%
DAC
1161
Dividend Assets Capital
South Carolina
$793K -$53.5K -250 -6%
BJL
1162
Brighton Jones LLC
Washington
$789K -$3.13M -14,651 -80%
WP
1163
WealthPLAN Partners
Nebraska
$786K +$209K +977 +36%
DC
1164
DeDora Capital
California
$784K +$299K +1,398 +62%
OC
1165
Oarsman Capital
Wisconsin
$783K -$40.4K -189 -5%
DAS
1166
Dynamic Advisor Solutions
Arizona
$783K +$783K +3,660 New
CFMC
1167
Curbstone Financial Management Corp
New Hampshire
$781K +$391K +1,825 +100%
RHFI
1168
Reilly Herbert Faulkner III
$773K +$773K +3,613 New
GWCM
1169
Godshalk Welsh Capital Management
Pennsylvania
$765K -$20.3K -95 -3%
LCC
1170
Lincoln Capital Corp
Rhode Island
$764K -$642 -3 -0.1%
LNC
1171
Lincoln National Corp
Pennsylvania
$759K -$393K -1,834 -34%
BAM
1172
Belpointe Asset Management
Nevada
$757K +$78.5K +367 +12%
APP
1173
Avantax Planning Partners
Iowa
$755K +$34.4K +160 +5%
BCM
1174
Breiter Capital Management
Florida
$753K +$151K +708 +25%
PFS
1175
Prospera Financial Services
Texas
$752K +$160K +731 +27%
45 46
47
48 49