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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 %
GWCM
1301
Godshalk Welsh Capital Management
Pennsylvania
$853K -$24.7K -100 -3%
GPA
1302
Garrison Point Advisors
California
$852K -$22.3K -90 -3%
FG
1303
Fiduciary Group
Georgia
$852K +$565K +2,284 +197%
GAG
1304
GM Advisory Group
New York
$850K – – –
CBN
1305
Cadence Bank NA
Texas
$849K -$17.3K -70 -2%
MIH
1306
Meitav Investment House
Israel
$848K +$485K +2,000 +133%
AL
1307
Aspiriant LLC
California
$840K -$15.1K -61 -2%
QCM
1308
Quantinno Capital Management
New York
$838K +$106K +428 +14%
CWM
1309
Confluence Wealth Management
Oregon
$838K +$203K +821 +32%
NHC
1310
Nicholas Hoffman & Company
Georgia
$837K +$81.8K +331 +11%
CWM
1311
Cornerstone Wealth Management
Missouri
$834K +$253K +549 +43%
LB
1312
Legacy Bridge
Iowa
$833K +$14.8K +60 +2%
Lido Advisors
1313
Lido Advisors
California
$830K +$23.5K +95 +3%
THWM
1314
Taylor Hoffman Wealth Management
Virginia
$824K -$18.5K -75 -2%
NL
1315
NWAM LLC
Washington
$823K -$29.7K -120 -3%
AWM
1316
Affinity Wealth Management
Delaware
$822K +$413K +1,671 +101%
CG
1317
CFO4Life Group
Texas
$819K -$289K -1,170 -26%
IIM
1318
Intact Investment Management
Quebec, Canada
$816K -$49.5K -200 -6%
CFMC
1319
Curbstone Financial Management Corp
New Hampshire
$816K – – –
BB
1320
Bell Bank
North Dakota
$813K -$59.1K -239 -7%
TWM
1321
Tolleson Wealth Management
Texas
$808K – – –
MC
1322
Machina Capital
France
$804K +$795K +3,212 +8,453%
AFNAS
1323
American Financial Network Advisory Services
California
$801K -$492K -2,035 -38%
VWM
1324
Valley Wealth Managers
New Jersey
$800K -$365K -1,478 -31%
WCM
1325
Whitener Capital Management
North Carolina
$797K – – –
51 52
53
54 55