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UnitedHealth
UNH

Overview Fund Activity

1,692 hedge funds and large institutions have $178B invested in UnitedHealth in 2018 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 649 increasing their positions, 715 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,692
Holders Change
+19
Holders Change %
+1.14%
% of All Funds
38.83%
Holding in Top 10
163
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.89%
% of All Funds
3.74%
New
130
Increased
649
Reduced
715
Closed
94
Calls
$770M
Puts
$1.44B
Net Calls
-$672M
Net Calls Change
+$327M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$706M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$497M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$351M
5
UBS Group
UBS Group
Switzerland
+$266M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$1.44B
2
Capital World Investors
Capital World Investors
California
-$1.1B
3
State Street
State Street
Massachusetts
-$515M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$443M
5
Dodge & Cox
Dodge & Cox
California
-$430M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
1326
Jaffetilchin Investment Partners
Florida
$398K -$301K -1,410 -43%
BCP
1327
Berkeley Capital Partners
Georgia
$398K -$32.5K -152 -8%
MFW
1328
Meristem Family Wealth
Minnesota
$398K – – –
BFA
1329
Beaumont Financial Advisors
Massachusetts
$397K +$143K +668 +56%
RCM
1330
RB Capital Management
Nevada
$391K +$1.29K +6 +0.3%
LFA
1331
Legacy Financial Advisors
Kentucky
$390K -$24.5K -108 -6%
JFA
1332
JNBA Financial Advisors
Minnesota
$388K -$19.3K -90 -5%
SMFS
1333
Squar Milner Financial Services
California
$388K +$3.43K +16 +0.9%
SIAS
1334
Shine Investment Advisory Services
Colorado
$386K +$7.91K +37 +2%
BCM
1335
Bayesian Capital Management
New York
$385K -$2.33M -10,900 -86%
IBOK
1336
Independence Bank of Kentucky
Kentucky
$385K -$5.35K -25 -1%
SWM
1337
SVA Wealth Management
Wisconsin
$385K +$9.8K +50 +3%
BEAM
1338
Baker Ellis Asset Management
Washington
$383K -$10.7K -50 -3%
PAM
1339
Peak Asset Management
Colorado
$382K +$8.57K +40 +2%
CFA
1340
Cahill Financial Advisors
Minnesota
$381K -$12.6K -59 -3%
NSAM
1341
North Star Asset Management
Wisconsin
$381K -$3.21K -15 -0.8%
CF
1342
Copperwynd Financial
Arizona
$377K -$855 -4 -0.2%
IIC
1343
Integrated Investment Consultants
Michigan
$376K +$376K +1,759 New
BO
1344
Bank OZK
Arkansas
$373K -$253K -1,182 -40%
GI
1345
Gradient Investments
Minnesota
$371K -$24.2K -113 -6%
JA
1346
JOYN Advisors
Georgia
$370K -$37.8K -177 -9%
PHK
1347
Point72 Hong Kong
Hong Kong
$369K +$369K +1,726 New
EFSCE
1348
Enterprise Financial Services Corp (EFSC)
Missouri
$367K +$16.3K +76 +5%
CCM
1349
Compton Capital Management
Rhode Island
$364K +$12.9K +60 +4%
SS
1350
Simplicity Solutions
Minnesota
$361K -$292K -1,366 -45%
52 53
54
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