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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 %
TIA
1176
Tiemann Investment Advisors
California
$750K +$16K +75 +2%
FMLI
1177
Fukoku Mutual Life Insurance
Japan
$749K – – –
PWM
1178
Paulson Wealth Management
Illinois
$741K +$249K +1,162 +50%
GAG
1179
GM Advisory Group
New York
$736K -$2.57K -12 -0.3%
HFM
1180
Hartford Financial Management
Connecticut
$736K – – –
PCM
1181
Perritt Capital Management
Illinois
$732K -$1.43K -6 -0.2%
EIM
1182
Essex Investment Management
Massachusetts
$730K – – –
BW
1183
Bison Wealth
Georgia
$726K -$61.6K -288 -8%
CAMG
1184
CWA Asset Management Group
Florida
$726K -$5.56K -26 -0.8%
FAM
1185
Flaharty Asset Management
Florida
$726K +$141K +649 +24%
JIC
1186
Joel Isaacson & Co
New York
$720K +$428 +2 +0.1%
AL
1187
Aspiriant LLC
California
$719K +$719K +3,358 New
LCS
1188
Levin Capital Strategies
New York
$717K -$120K -559 -14%
F
1189
Filament
Washington
$710K – – –
OC
1190
Oakworth Capital
Alabama
$703K -$292K -1,235 -29%
RCM
1191
RNC Capital Management
California
$701K +$246K +1,150 +54%
CHAM
1192
Clear Harbor Asset Management
Connecticut
$699K – – –
AC
1193
Abbrea Capital
California
$699K +$94.3K +441 +16%
IC
1194
InterOcean Capital
Illinois
$698K +$436K +2,041 +167%
WCM
1195
Whitener Capital Management
North Carolina
$695K – – –
VWA
1196
V Wealth Advisors
Kansas
$691K +$198K +896 +40%
SC
1197
SouthState Corp
Florida
$690K -$238K -1,112 -26%
HPC
1198
HM Payson & Co
Maine
$690K +$56.3K +263 +9%
PCM
1199
Penserra Capital Management
California
$689K +$25K +117 +4%
AF
1200
Affiance Financial
Minnesota
$688K +$64.2K +300 +10%
46 47
48
49 50