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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 %
JSL
1326
JT Stratford LLC
Georgia
$575K +$22.3K +84 +4%
ISL
1327
Ingalls & Snyder LLC
New York
$575K +$71.5K +269 +14%
NFG
1328
Next Financial Group
Texas
$574K +$256K +962 +80%
CCT
1329
Country Club Trust
Missouri
$573K -$4.79K -18 -0.8%
WWM
1330
Windsor Wealth Management
Indiana
$570K +$139K +523 +32%
KCM
1331
Kanawha Capital Management
Virginia
$564K – – –
PCM
1332
Pointe Capital Management
Michigan
$563K +$50K +188 +10%
SSG
1333
Summit Securities Group
New York
$559K -$506K -1,900 -48%
CNC
1334
Citizens & Northern Corp
Pennsylvania
$558K -$62.6K -235 -10%
ACS
1335
Archford Capital Strategies
Illinois
$557K -$78.2K -294 -12%
ATFA
1336
All Terrain Financial Advisors
Minnesota
$557K -$45.2K -170 -8%
TCOT
1337
Trust Company of Toledo
Ohio
$557K -$26.6K -100 -5%
CAC
1338
Certified Advisory Corp
Florida
$554K -$12.8K -48 -2%
SC
1339
SRB Corp
Massachusetts
$554K – – –
MWM
1340
Mission Wealth Management
California
$551K +$10.9K +41 +2%
CCA
1341
Cobblestone Capital Advisors
New York
$549K -$13.3K -50 -2%
FAM
1342
Flaharty Asset Management
Florida
$543K +$49K +182 +10%
SWA
1343
Sutton Wealth Advisors
Florida
$537K – – –
SFM
1344
Sphera Funds Management
Israel
$532K – – –
GFA
1345
Gifford Fong Associates
California
$532K – – –
VFM
1346
Viking Fund Management
North Dakota
$532K – – –
RCM
1347
RB Capital Management
Nevada
$531K +$6.12K +23 +1%
WP
1348
WealthSource Partners
California
$529K +$43.1K +162 +9%
FC
1349
Ferris Capital
Massachusetts
$528K -$13.8K -52 -3%
BFEC
1350
Benjamin F. Edwards & Company
Missouri
$527K -$7.72K -29 -1%
52 53
54
55 56