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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 %
WF
1226
Welch & Forbes
Massachusetts
$854K +$5.59K +21 +0.7%
CCMD
1227
Cypress Capital Management (Delaware)
Delaware
$854K +$39.9K +150 +5%
Lido Advisors
1228
Lido Advisors
California
$854K +$59.6K +224 +7%
GEA
1229
Glen Eagle Advisors
New Jersey
$854K +$80.1K +301 +10%
SA
1230
Strategic Advisors
New York
$851K +$23.4K +88 +3%
CANY
1231
Caxton Associates (New York)
New York
$848K -$123K -461 -13%
AL
1232
Aspiriant LLC
California
$845K -$21K -79 -2%
PWM
1233
Paulson Wealth Management
Illinois
$844K -$10.9K -41 -1%
MC
1234
Miles Capital
Iowa
$840K +$116K +437 +16%
HT
1235
Heritage Trust
Oklahoma
$838K – – –
ACM
1236
Ashford Capital Management
Delaware
$833K +$7.98K +30 +1%
HPWM
1237
Highland Private Wealth Management
Washington
$831K +$3.73K +14 +0.5%
PI
1238
Pettee Investors
Connecticut
$830K – – –
WP
1239
WMS Partners
Maryland
$829K -$15.7K -59 -2%
PCM
1240
Penserra Capital Management
California
$826K -$31.1K -117 -4%
OC
1241
Oakworth Capital
Alabama
$826K +$34.8K +131 +4%
HCM
1242
HM Capital Management
Missouri
$825K +$77.7K +292 +10%
CPA
1243
Court Place Advisors
Maryland
$819K – – –
PCM
1244
Perritt Capital Management
Illinois
$818K – – –
CWM
1245
Cornerstone Wealth Management
Missouri
$817K -$434K -85,227 -35%
SBSB
1246
Sullivan, Bruyette, Speros & Blaney
Virginia
$814K -$4.26K -16 -0.5%
SC
1247
SouthState Corp
Florida
$810K -$12.8K -48 -2%
CL
1248
Choreo LLC
Illinois
$807K -$551K -2,072 -41%
GTAM
1249
Global Trust Asset Management
Florida
$807K -$118K -444 -13%
BMO
1250
Beck Mack & Oliver
New York
$798K -$59.9K -225 -7%
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