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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 %
BCM
1351
Brookmont Capital Management
Texas
$361K -$10.5K -49 -3%
IIC
1352
Ironwood Investment Counsel
Arizona
$361K -$2.14K -10 -0.6%
MCM
1353
McRae Capital Management
New Jersey
$361K – – –
CA
1354
Cornerstone Advisory
Maryland
$361K +$80.6K +377 +29%
NWP
1355
Northstar Wealth Partners
Connecticut
$359K +$21.4K +100 +6%
TWA
1356
TCI Wealth Advisors
Arizona
$357K +$5.36K +25 +2%
CBA
1357
Coastal Bridge Advisors
Connecticut
$355K – – –
1WA
1358
180 Wealth Advisors
Washington
$355K +$355K +1,662 New
MWM
1359
Mission Wealth Management
California
$351K -$15.8K -74 -4%
TAM
1360
Trillium Asset Management
Massachusetts
$351K – – –
CHP
1361
Cable Hill Partners
Oregon
$350K -$58K -259 -14%
SFM
1362
Signature Financial Management
Virginia
$350K +$350K +1,640 New
FPCP
1363
Fort Point Capital Partners
California
$347K +$87.8K +410 +34%
CNB
1364
Camden National Bank
Maine
$346K -$45K -210 -12%
BMC
1365
Benin Management Corp
Connecticut
$344K -$85.5K -400 -20%
NFG
1366
Next Financial Group
Texas
$344K -$34K -159 -9%
PFBT
1367
Parkside Financial Bank & Trust
Missouri
$344K +$7.07K +33 +2%
VIM
1368
Vista Investment Management
Pennsylvania
$343K -$3.42K -16 -1%
CAAS
1369
Capital Asset Advisory Services
Michigan
$343K -$1.07K -5 -0.3%
HS
1370
HighVista Strategies
Massachusetts
$342K -$21.4K -100 -6%
PV
1371
Private Vista
Illinois
$341K +$341K +1,596 New
SFA
1372
Sequoia Financial Advisors
Ohio
$340K -$23.6K -110 -6%
DBRC
1373
D.B. Root & Company
Pennsylvania
$339K -$8.79K -41 -3%
GTAM
1374
Global Trust Asset Management
Florida
$336K -$266K -1,244 -44%
MFW
1375
Mosaic Family Wealth
Missouri
$336K -$56.6K -264 -14%
53 54
55
56 57