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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 %
PMFA
1351
Plante Moran Financial Advisors
Michigan
$524K +$18.4K +69 +4%
SYBT
1352
Stock Yards Bank & Trust
Kentucky
$523K -$5.32K -20 -1%
LFG
1353
Larson Financial Group
Missouri
$523K -$4.79K -18 -0.9%
SMFS
1354
Squar Milner Financial Services
California
$523K +$30.6K +115 +6%
PHAM
1355
Palisades Hudson Asset Management
Florida
$516K – – –
WT
1356
Washington Trust
Rhode Island
$513K -$67.7K -254 -12%
1WA
1357
180 Wealth Advisors
Washington
$513K +$131K +491 +34%
BCP
1358
Berkeley Capital Partners
Georgia
$506K -$33.5K -126 -6%
TCM
1359
Telos Capital Management
California
$503K – – –
PFA
1360
Pure Financial Advisors
California
$502K +$502K +1,888 New
WCF
1361
West Coast Financial
California
$500K +$500K +1,879 New
CIA
1362
Choate Investment Advisors
Massachusetts
$496K – – –
FPCP
1363
Fort Point Capital Partners
California
$495K – – –
EF
1364
Empirical Finance
Pennsylvania
$495K +$58.3K +219 +13%
DCM
1365
Driehaus Capital Management
Illinois
$493K -$75K -282 -13%
SG
1366
StoneX Group
New York
$490K – – –
CCM
1367
Compton Capital Management
Rhode Island
$489K +$34.6K +130 +8%
TSW
1368
Thompson Siegel & Walmsley
Virginia
$488K -$1.17M -4,400 -71%
BCM
1369
Brookmont Capital Management
Texas
$487K -$30.6K -115 -6%
HIM
1370
Hillsdale Investment Management
Ontario, Canada
$487K +$426K +1,600 +696%
ACM
1371
Aviance Capital Management
Florida
$486K -$92.3K -347 -16%
CGL
1372
Clarius Group LLC
Washington
$485K +$207K +776 +74%
JA
1373
JOYN Advisors
Georgia
$484K -$23.2K -87 -5%
SIAS
1374
Shine Investment Advisory Services
Colorado
$473K -$6.91K -26 -1%
PEA
1375
Pacific Edge Advisors
California
$470K -$21.8K -82 -4%
53 54
55
56 57