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UnitedHealth
UNH

Overview Fund Activity

1,780 hedge funds and large institutions have $221B invested in UnitedHealth in 2018 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 713 increasing their positions, 703 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,780
Holders Change
+29
Holders Change %
+1.66%
% of All Funds
40.76%
Holding in Top 10
228
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.7%
% of All Funds
5.22%
New
111
Increased
713
Reduced
703
Closed
66
Calls
$1.37B
Puts
$1.3B
Net Calls
+$70.7M
Net Calls Change
+$114M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$3B
2
State Street
State Street
Massachusetts
+$540M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$286M
5
Morgan Stanley
Morgan Stanley
New York
+$265M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.45B
2
Capital World Investors
Capital World Investors
California
-$1.09B
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$334M
4
ECU
Egerton Capital (UK)
United Kingdom
-$327M
5
LPC
Lone Pine Capital
Connecticut
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIM
1201
Essex Investment Management
Massachusetts
$908K – – –
LNC
1202
Lincoln National Corp
Pennsylvania
$905K +$129K +484 +17%
WAM
1203
Weatherly Asset Management
California
$904K +$457K +1,720 +102%
BB
1204
Bell Bank
North Dakota
$894K +$67.5K +254 +8%
AIM
1205
Advantage Investment Management
Iowa
$890K +$193K +727 +28%
HFM
1206
Hartford Financial Management
Connecticut
$888K -$26.6K -100 -3%
F
1207
Filament
Washington
$882K -$34K -128 -4%
LWM
1208
Lyons Wealth Management
Florida
$881K -$35.9K -135 -4%
CFMC
1209
Curbstone Financial Management Corp
New Hampshire
$878K – – –
CGI
1210
CI Global Investments
California
$878K +$346K +1,300 +65%
TIA
1211
Tiemann Investment Advisors
California
$877K -$42.6K -160 -5%
SMG
1212
Spectrum Management Group
Indiana
$877K +$3.19K +12 +0.4%
BWM
1213
Bernicke Wealth Management
Wisconsin
$875K +$60.7K +228 +7%
PFS
1214
Prospera Financial Services
Texas
$872K -$159K -628 -15%
ECM
1215
Element Capital Management
New York
$869K -$730K -2,742 -46%
RA
1216
Rational Advisors
New York
$869K -$375K -1,410 -30%
WPW
1217
Waldron Private Wealth
Pennsylvania
$868K +$19.9K +75 +2%
LWAC
1218
Laurel Wealth Advisors (California)
California
$867K +$867K +3,262 New
CMANY
1219
Capital Management Associates (New York)
New York
$865K – – –
WCM
1220
Whitener Capital Management
North Carolina
$864K – – –
CHAM
1221
Clear Harbor Asset Management
Connecticut
$863K – – –
BJL
1222
Brighton Jones LLC
Washington
$860K +$5.32K +20 +0.6%
FRM
1223
Fox Run Management
Connecticut
$860K +$295K +1,107 +52%
CAMG
1224
CWA Asset Management Group
Florida
$859K -$7.98K -30 -0.9%
APP
1225
Avantax Planning Partners
Iowa
$858K -$15.2K -57 -2%
47 48
49
50 51