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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 %
EWM
1226
Executive Wealth Management
Michigan
$1.07M -$154K -623 -13%
PP
1227
Paloma Partners
Connecticut
$1.07M +$1.07M +4,337 New
DWM
1228
Dakota Wealth Management
Florida
$1.07M -$657K -2,658 -38%
CAM
1229
Carret Asset Management
New York
$1.07M -$29.9K -121 -3%
RIA
1230
Realta Investment Advisors
Delaware
$1.06M +$1.06M +4,294 New
KFP
1231
KMG Fiduciary Partners
Ohio
$1.06M +$154K +623 +17%
BFEC
1232
Benjamin F. Edwards & Company
Missouri
$1.05M +$19.5K +79 +2%
TF
1233
Tompkins Financial
New York
$1.05M – – –
Verition Fund Management
1234
Verition Fund Management
Connecticut
$1.04M +$1.04M +4,221 New
BAS
1235
Brown Advisory Securities
Maryland
$1.04M -$436K -1,757 -29%
HI
1236
Handelsinvest Investeringsforvaltning
Denmark
$1.04M -$419K -1,695 -29%
ED
1237
Exane Derivatives
France
$1.03M -$86K -348 -8%
WPW
1238
Waldron Private Wealth
Pennsylvania
$1.03M -$91.2K -369 -8%
CANY
1239
Caxton Associates (New York)
New York
$1.01M +$778K +3,146 +330%
AFM
1240
Andesa Financial Management
Pennsylvania
$1.01M +$758K +3,078 +298%
PW
1241
Price Wealth
Texas
$1.01M – – –
SCP
1242
Stamos Capital Partners
California
$1.01M -$1.21M -4,900 -54%
APP
1243
Avantax Planning Partners
Iowa
$1.01M +$108K +436 +12%
RCC
1244
Red Cedar Capital
Nebraska
$1M – – –
ACM
1245
Ativo Capital Management
Illinois
$1M -$1.5M -6,070 -60%
IA
1246
IFP Advisors
Florida
$999K -$2.27M -9,209 -69%
HI
1247
Horizon Investments
North Carolina
$999K +$580K +2,346 +138%
DIM
1248
DC Investments Management
Virginia
$995K +$398K +1,611 +67%
CCG
1249
Ceeto Capital Group
Florida
$989K – – –
LFM
1250
Lumina Fund Management
New York
$989K +$989K +4,000 New
48 49
50
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