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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 %
SP
1301
SWS Partners
Ohio
$639K +$68.1K +256 +12%
RE
1302
RBC Europe
United Kingdom
$637K +$46K +173 +8%
WIM
1303
Westside Investment Management
California
$637K -$2.15K -8 -0.3%
KTC
1304
Kistler-Tiffany Companies
Pennsylvania
$634K -$20.2K -76 -3%
HPC
1305
HM Payson & Co
Maine
$633K -$185K -696 -23%
KWM
1306
Kingsview Wealth Management
Oregon
$631K +$32.7K +123 +5%
PWPS
1307
Pinnacle Wealth Planning Services
Ohio
$628K +$3.72K +14 +0.6%
BCM
1308
BTR Capital Management
California
$628K +$628K +2,360 New
SAM
1309
Symphony Asset Management
California
$626K -$2.18M -8,201 -78%
BWL
1310
Bogart Wealth LLC
Virginia
$625K +$31.4K +118 +5%
DA
1311
DSC Advisors
Illinois
$624K +$60.6K +228 +11%
KA
1312
Kaizen Advisory
Illinois
$619K – – –
FAIM
1313
Financial Advocates Investment Management
Washington
$616K +$241K +906 +64%
LC
1314
Lourd Capital
California
$615K +$615K +2,313 New
TCM
1315
Teza Capital Management
Illinois
$613K -$4.23M -15,881 -87%
DAC
1316
Dividend Assets Capital
South Carolina
$607K -$366K -1,375 -38%
DBT
1317
Dubuque Bank & Trust
Iowa
$604K -$6.12K -23 -1%
DIM
1318
DC Investments Management
Virginia
$599K -$856K -3,215 -59%
CAM
1319
Cypress Asset Management
Texas
$588K – – –
CP
1320
Camelot Portfolios
Ohio
$584K +$8.78K +33 +2%
FNBOO
1321
First National Bank of Omaha
Nebraska
$582K -$27.4K -103 -4%
PMG
1322
ProVise Management Group
Florida
$580K +$580K +2,181 New
BCM
1323
Bluefin Capital Management
New York
$578K +$578K +2,171 New
CIC
1324
Carnegie Investment Counsel
Ohio
$577K -$648K -2,394 -53%
NB
1325
Nicolet Bankshares
Wisconsin
$576K -$17K -64 -3%
51 52
53
54 55