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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 %
RWM
1251
RKL Wealth Management
Pennsylvania
$982K -$12.3K -50 -1%
ST
1252
Smithfield Trust
Pennsylvania
$982K +$4.45K +18 +0.5%
PCM
1253
Penserra Capital Management
California
$975K -$3.53M -14,286 -78%
BW
1254
Bison Wealth
Georgia
$975K +$33.4K +135 +4%
RT
1255
Rockland Trust
Massachusetts
$974K -$12.4K -50 -1%
KWM
1256
Kingsview Wealth Management
Oregon
$973K +$343K +1,385 +54%
PNC
1257
Park National Corp
Ohio
$972K -$351K -1,417 -27%
AC
1258
Abbrea Capital
California
$968K +$29.7K +120 +3%
FWP
1259
FAS Wealth Partners
Kansas
$965K +$965K +3,905 New
DW
1260
Domani Wealth
Pennsylvania
$950K +$112K +453 +13%
LWAC
1261
Laurel Wealth Advisors (California)
California
$950K +$158K +640 +20%
SBSB
1262
Sullivan, Bruyette, Speros & Blaney
Virginia
$945K +$176K +712 +23%
WP
1263
WealthSource Partners
California
$944K +$422K +1,708 +81%
MFBTD
1264
MB Financial Bank - Trust Department
Illinois
$943K -$48.9K -198 -5%
1WA
1265
180 Wealth Advisors
Washington
$942K +$483K +2,028 +105%
SEIA
1266
Signature Estate & Investment Advisors
California
$941K -$21.4M -86,426 -96%
HFM
1267
Hartford Financial Management
Connecticut
$940K +$76.1K +308 +9%
MOS
1268
MGO One Seven
Ohio
$935K +$272K +1,100 +41%
Wealth Enhancement Advisory Services
1269
Wealth Enhancement Advisory Services
Minnesota
$929K +$929K +4,029 New
STMM
1270
South Texas Money Management
Texas
$928K -$414K -1,675 -31%
LCM
1271
LVM Capital Management
Michigan
$926K -$24.7K -100 -3%
GEA
1272
Glen Eagle Advisors
New Jersey
$925K +$117K +475 +15%
DDPIC
1273
Deroy & Devereaux Private Investment Counsel
Michigan
$923K -$26.7K -108 -3%
CAMG
1274
CWA Asset Management Group
Florida
$923K -$17.3K -70 -2%
FWM
1275
Fairhaven Wealth Management
Illinois
$923K +$47.3K +191 +5%
49 50
51
52 53