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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 %
NFC
1176
Northeast Financial Consultants
Connecticut
$1.24M +$1.24M +5,014 New
JPC
1177
Jabodon PT Co
Nevada
$1.24M +$1.24M +4,995 New
TW
1178
TrinityPoint Wealth
Connecticut
$1.23M +$204K +826 +20%
BWM
1179
BigSur Wealth Management
Florida
$1.22M – – –
LNC
1180
Lincoln National Corp
Pennsylvania
$1.22M +$237K +959 +24%
PL
1181
Perpetual Ltd
Australia
$1.22M – – –
CCM
1182
Carderock Capital Management
Maryland
$1.21M +$52.7K +213 +5%
OFS
1183
Orrstown Financial Services
Pennsylvania
$1.21M +$61.8K +250 +5%
WA
1184
Wealth Architects
California
$1.21M -$2.72K -11 -0.2%
JFA
1185
JNBA Financial Advisors
Minnesota
$1.2M -$30.9K -125 -3%
BC
1186
Bartlett & Co
Ohio
$1.19M +$2.72K +11 +0.2%
BCWM
1187
Bartlett & Co Wealth Management
Ohio
$1.19M +$2.72K +11 +0.2%
SA
1188
Strategic Advisors
New York
$1.18M +$22.5K +91 +2%
WIA
1189
Westbourne Investment Advisors
Maryland
$1.18M +$76.7K +310 +7%
MCP
1190
Mirador Capital Partners
California
$1.18M +$7.66K +31 +0.7%
BWCS
1191
Beirne Wealth Consulting Services
Connecticut
$1.18M -$348K -1,408 -23%
SWA
1192
Stratos Wealth Advisors
Ohio
$1.18M +$67K +271 +6%
TWI
1193
Thomas White International
Illinois
$1.18M -$705K -2,850 -37%
SRSA
1194
S.R. Schill & Associates
Washington
$1.18M +$29.2K +118 +3%
CL
1195
CPWM LLC
Washington
$1.17M -$1.24K -5 -0.1%
PL
1196
Polianta Ltd
Jersey
$1.16M +$1.16M +4,700 New
FBFS
1197
First Business Financial Services
Wisconsin
$1.16M -$14.6K -59 -1%
FFG
1198
Frisch Financial Group
New York
$1.15M +$5.44K +22 +0.5%
GG
1199
Gofen & Glossberg
Illinois
$1.15M +$83.3K +337 +8%
IWP
1200
Icon Wealth Partners
Texas
$1.15M -$42K -170 -4%
46 47
48
49 50