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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 %
BIC
1251
Beach Investment Counsel
Pennsylvania
$798K – – –
IIM
1252
Intact Investment Management
Quebec, Canada
$798K – – –
BONST
1253
Bank of Nova Scotia Trust
Ontario, Canada
$783K +$18.1K +68 +2%
FFWA
1254
FRG Family Wealth Advisors
Washington
$776K – – –
MFW
1255
Meristem Family Wealth
Minnesota
$775K +$33.5K +126 +5%
UAS
1256
United Asset Strategies
New York
$766K +$23.9K +90 +3%
MOS
1257
MGO One Seven
Ohio
$763K +$763K +2,871 New
SS
1258
Sunbelt Securities
Texas
$760K +$23.2K +87 +3%
IWC
1259
Integrated Wealth Concepts
Massachusetts
$760K +$105K +391 +16%
WSTAM
1260
Wilbanks Smith & Thomas Asset Management
Virginia
$755K -$95K -357 -11%
MI
1261
Markston International
New York
$755K – – –
EWM
1262
Empirical Wealth Management
Washington
$755K +$287K +1,079 +61%
CA
1263
Calton & Associates
Florida
$754K +$28.7K +108 +4%
AGA
1264
Accuvest Global Advisors
Utah
$753K -$182K -685 -19%
GSBTD
1265
Glenview State Bank Trust Department
Illinois
$751K – – –
BHB
1266
Bank Hapoalim BM
Israel
$751K +$8.51K +32 +1%
DLA
1267
Douglas Lane & Associates
New York
$748K +$204K +768 +38%
OC
1268
Oarsman Capital
Wisconsin
$746K -$148K -555 -17%
PNAA
1269
Pictet North America Advisors
Switzerland
$745K +$745K +2,800 New
MRCM
1270
M&R Capital Management
New Jersey
$741K +$6.65K +25 +0.9%
SCA
1271
STALEY CAPITAL ADVISERS
Pennsylvania
$736K – – –
BA
1272
Birinyi Associates
Connecticut
$732K +$66.5K +250 +10%
GLI
1273
Guardian Life Insurance
New York
$722K +$16.5K +62 +2%
BO
1274
BRR OpCo
Ohio
$720K +$44.2K +166 +7%
FP
1275
Foundry Partners
Minnesota
$712K -$35.1K -132 -5%
49 50
51
52 53