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UnitedHealth
UNH

Overview Fund Activity

1,751 hedge funds and large institutions have $204B invested in UnitedHealth in 2018 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 690 increasing their positions, 688 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,751
Holders Change
+59
Holders Change %
+3.49%
% of All Funds
40.14%
Holding in Top 10
222
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+36.2%
% of All Funds
5.09%
New
130
Increased
690
Reduced
688
Closed
57
Calls
$1.09B
Puts
$1.13B
Net Calls
-$43.5M
Net Calls Change
+$629M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$1.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$731M
3
Capital World Investors
Capital World Investors
California
+$666M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$490M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$330M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$546M
2
Deutsche Bank
Deutsche Bank
Germany
-$362M
3
ClearBridge Investments
ClearBridge Investments
New York
-$346M
4
Goldman Sachs
Goldman Sachs
New York
-$301M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1301
Avestar Capital
New York
$582K +$83.3K +355 +17%
VCA
1302
Verdence Capital Advisors
Maryland
$581K -$28.5K -116 -5%
PWPS
1303
Pinnacle Wealth Planning Services
Ohio
$577K +$26.3K +107 +5%
CNC
1304
Citizens & Northern Corp
Pennsylvania
$572K -$2.45K -10 -0.4%
EIP
1305
Epoch Investment Partners
New York
$570K -$59K -240,543 -9%
KA
1306
Kaizen Advisory
Illinois
$570K +$342K +1,396 +150%
PIA
1307
Pinion Investment Advisors
Kansas
$566K -$20.8K -85 -4%
DBT
1308
Dubuque Bank & Trust
Iowa
$563K -$28.7K -117 -5%
FNBOO
1309
First National Bank of Omaha
Nebraska
$562K +$30.4K +124 +6%
ATFA
1310
All Terrain Financial Advisors
Minnesota
$555K -$21.6K -88 -4%
ED
1311
Exane Derivatives
France
$555K +$435K +1,775 +364%
KWM
1312
Kingsview Wealth Management
Oregon
$551K +$57.9K +236 +12%
NB
1313
Nicolet Bankshares
Wisconsin
$547K -$69.9K -285 -11%
BWL
1314
Bogart Wealth LLC
Virginia
$547K -$980 -4 -0.2%
RE
1315
RBC Europe
United Kingdom
$545K +$190K +774 +53%
CG
1316
CFO4Life Group
Texas
$543K +$543K +2,215 New
CAM
1317
Cypress Asset Management
Texas
$542K – – –
TCOT
1318
Trust Company of Toledo
Ohio
$538K – – –
CCT
1319
Country Club Trust
Missouri
$534K +$28.3K +115 +6%
WT
1320
Washington Trust
Rhode Island
$534K +$165K +673 +45%
ACM
1321
Aviance Capital Management
Florida
$533K -$104K -424 -16%
CP
1322
Camelot Portfolios
Ohio
$531K – – –
SP
1323
SWS Partners
Ohio
$526K +$477K +1,947 +983%
DCM
1324
Driehaus Capital Management
Illinois
$524K -$150K -610 -22%
CAC
1325
Certified Advisory Corp
Florida
$523K -$90.3K -368 -15%
51 52
53
54 55