UNH icon

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 %
EF
1251
Empirical Finance
Pennsylvania
$557K +$557K +2,252 New
ACM
1252
Aviance Capital Management
Florida
$556K -$314K -1,469 -36%
UCI
1253
Uncommon Cents Investing
Wisconsin
$556K +$33.1K +155 +6%
BA
1254
Birinyi Associates
Connecticut
$555K +$60.8K +277 +12%
LJAC
1255
L.J. Altfest & Co
New York
$553K +$1.71K +8 +0.3%
SIC
1256
Salem Investment Counselors
North Carolina
$547K – – –
NB
1257
Nicolet Bankshares
Wisconsin
$538K +$45.8K +214 +9%
CC
1258
Colrain Capital
Massachusetts
$535K – – –
CAC
1259
Certified Advisory Corp
Florida
$535K +$44.5K +208 +9%
BMM
1260
Buffington Mohr McNeal
Idaho
$535K +$83.5K +390 +18%
HFA
1261
Huber Financial Advisors
Illinois
$531K – – –
VCA
1262
Verdence Capital Advisors
Maryland
$531K +$3K +14 +0.6%
BMO
1263
Beck Mack & Oliver
New York
$531K +$4.92K +23 +0.9%
FCCM
1264
First City Capital Management
Georgia
$520K – – –
WPP
1265
Whalerock Point Partners
Rhode Island
$519K +$30.6K +143 +6%
FRM
1266
Fox Run Management
Connecticut
$517K -$471K -2,205 -48%
DBT
1267
Dubuque Bank & Trust
Iowa
$516K +$57.8K +270 +13%
PFA
1268
Paradigm Financial Advisors
Missouri
$515K – – –
BO
1269
BRR OpCo
Ohio
$515K +$28.4K +133 +6%
MBTD
1270
Mechanics Bank - Trust Department
California
$513K +$37.7K +176 +8%
BWL
1271
Bogart Wealth LLC
Virginia
$512K +$127K +556 +33%
PIA
1272
Pinion Investment Advisors
Kansas
$512K +$512K +2,393 New
NP
1273
NorthRock Partners
Minnesota
$511K +$8.99K +42 +2%
WIM
1274
Westside Investment Management
California
$510K -$3.04K -14 -0.6%
ATFA
1275
All Terrain Financial Advisors
Minnesota
$503K -$40.6K -190 -7%
49 50
51
52 53