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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 %
WPW
1201
Waldron Private Wealth
Pennsylvania
$682K -$5.56K -26 -0.8%
Members Trust
1202
Members Trust
Florida
$682K +$13.7K +64 +2%
DWM
1203
Darwin Wealth Management
Florida
$680K +$259K +1,209 +61%
WF
1204
Welch & Forbes
Massachusetts
$677K +$50.3K +235 +8%
HT
1205
Heritage Trust
Oklahoma
$674K -$7.92K -37 -1%
TA
1206
Townsend & Associates
Colorado
$670K +$84.1K +393 +14%
MIH
1207
Madison Investment Holdings
Wisconsin
$669K – – –
PI
1208
Pettee Investors
Connecticut
$668K – – –
CPA
1209
Court Place Advisors
Maryland
$659K +$4.28K +20 +0.7%
WP
1210
WMS Partners
Maryland
$659K +$22.5K +105 +4%
IIM
1211
Intact Investment Management
Quebec, Canada
$659K +$308K +1,400 +88%
SBSB
1212
Sullivan, Bruyette, Speros & Blaney
Virginia
$658K -$28.7K -134 -4%
SMG
1213
Spectrum Management Group
Indiana
$658K +$39.6K +185 +6%
DIA
1214
Denver Investment Advisors
Colorado
$655K +$21.8K +102 +3%
ACM
1215
Ashford Capital Management
Delaware
$653K +$653K +3,050 New
SA
1216
Strategic Advisors
New York
$651K +$36.4K +170 +6%
DTL
1217
Dynamic Technology Lab
Singapore
$642K -$46.2K -216 -7%
BIC
1218
Beach Investment Counsel
Pennsylvania
$642K – – –
BWM
1219
BigSur Wealth Management
Florida
$642K +$642K +3,000 New
WSTAM
1220
Wilbanks Smith & Thomas Asset Management
Virginia
$635K +$31.2K +146 +5%
MI
1221
Markston International
New York
$633K -$107K -498 -14%
FHC
1222
First Heartland Consultants
Missouri
$628K +$226K +1,058 +56%
FP
1223
Foundry Partners
Minnesota
$624K -$44.9K -210 -7%
FFWA
1224
FRG Family Wealth Advisors
Washington
$624K – – –
BWM
1225
Bernicke Wealth Management
Wisconsin
$616K -$56.7K -265 -8%
47 48
49
50 51