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UnitedHealth
UNH

Overview Fund Activity

1,751 hedge funds and large institutions have $204B invested in UnitedHealth in 2018 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 690 increasing their positions, 688 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,751
Holders Change
+59
Holders Change %
+3.49%
% of All Funds
40.14%
Holding in Top 10
222
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+36.2%
% of All Funds
5.09%
New
130
Increased
690
Reduced
688
Closed
57
Calls
$1.09B
Puts
$1.13B
Net Calls
-$43.5M
Net Calls Change
+$629M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$1.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$731M
3
Capital World Investors
Capital World Investors
California
+$666M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$490M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$330M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$546M
2
Deutsche Bank
Deutsche Bank
Germany
-$362M
3
ClearBridge Investments
ClearBridge Investments
New York
-$346M
4
Goldman Sachs
Goldman Sachs
New York
-$301M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIM
1201
Essex Investment Management
Massachusetts
$837K – – –
BCM
1202
Brookstone Capital Management
Illinois
$833K +$351K +1,430 +73%
OC
1203
Oarsman Capital
Wisconsin
$824K -$73.6K -300 -8%
BW
1204
Bison Wealth
Georgia
$822K -$10.6K -43 -1%
BAMG
1205
Brand Asset Management Group
Missouri
$820K +$820K +3,342 New
TA
1206
Townsend & Associates
Colorado
$815K +$46.4K +189 +6%
AF
1207
Affiance Financial
Minnesota
$814K +$24.5K +100 +3%
CFMC
1208
Curbstone Financial Management Corp
New Hampshire
$810K -$85.9K -350 -10%
CF
1209
Copperwynd Financial
Arizona
$807K +$375K +1,528 +87%
SS
1210
Simplicity Solutions
Minnesota
$806K +$392K +1,596 +95%
APP
1211
Avantax Planning Partners
Iowa
$805K -$55.4K -226 -6%
SMG
1212
Spectrum Management Group
Indiana
$805K +$51.5K +210 +7%
CHAM
1213
Clear Harbor Asset Management
Connecticut
$801K – – –
CAMG
1214
CWA Asset Management Group
Florida
$799K -$33.1K -135 -4%
AL
1215
Aspiriant LLC
California
$798K -$25.5K -104 -3%
WCM
1216
Whitener Capital Management
North Carolina
$797K – – –
CMANY
1217
Capital Management Associates (New York)
New York
$797K +$797K +3,250 New
DWM
1218
Darwin Wealth Management
Florida
$795K +$17.1K +70 +2%
PWM
1219
Paulson Wealth Management
Illinois
$792K -$57.9K -236 -7%
BMO
1220
Beck Mack & Oliver
New York
$791K +$182K +742 +30%
PCM
1221
Penserra Capital Management
California
$790K – – –
BJL
1222
Brighton Jones LLC
Washington
$789K -$117K -475 -13%
WSTAM
1223
Wilbanks Smith & Thomas Asset Management
Virginia
$784K +$55.7K +227 +8%
WPW
1224
Waldron Private Wealth
Pennsylvania
$782K – – –
WF
1225
Welch & Forbes
Massachusetts
$782K +$6.38K +26 +0.8%
47 48
49
50 51