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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 %
PEA
1376
Pacific Edge Advisors
California
$336K +$336K +1,572 New
IP
1377
Investment Partners
Ohio
$335K +$335K +1,565 New
BFO
1378
Boston Family Office
Massachusetts
$332K -$5.36K -25 -2%
CFA
1379
Carroll Financial Associates
North Carolina
$330K -$8.12K -38 -2%
FIMG
1380
Financial & Investment Management Group
Michigan
$325K – – –
AWM
1381
Altium Wealth Management
New York
$325K +$16.7K +78 +5%
ECM
1382
Element Capital Management
New York
$323K -$42.4M -197,951 -99%
WT
1383
Washington Trust
Rhode Island
$323K +$5.57K +26 +2%
SG
1384
StoneX Group
New York
$323K +$48.4K +226 +18%
MIH
1385
Meitav Investment House
Israel
$321K -$1.24M -5,795 -79%
EA
1386
Edge Advisors
Georgia
$321K +$24.6K +115 +8%
HHGA
1387
Halbert Hargrove Global Advisors
California
$321K +$54.1K +253 +20%
1SB
1388
1ST Source Bank
Indiana
$320K – – –
RWA
1389
River Wealth Advisors
Pennsylvania
$320K – – –
CWM
1390
Circle Wealth Management
New Jersey
$319K +$1.07K +5 +0.3%
BCM
1391
Brasada Capital Management
Texas
$319K +$13.7K +64 +4%
WP
1392
WealthSource Partners
California
$318K +$40.9K +191 +15%
CWA
1393
Clarus Wealth Advisors
Arizona
$317K +$317K +1,483 New
SP
1394
Successful Portfolios
Florida
$316K +$10.3K +48 +3%
AW
1395
Alpha Windward
Massachusetts
$312K -$13.1K -61 -4%
RMCM
1396
Reynders McVeigh Capital Management
Massachusetts
$312K +$12.6K +59 +4%
RE
1397
RBC Europe
United Kingdom
$310K -$3.64K -17 -1%
MA
1398
MANA Advisors
New York
$310K +$310K +1,447 New
AF
1399
Aldebaran Financial
$308K – – –
Verition Fund Management
1400
Verition Fund Management
Connecticut
$307K -$599K -2,797 -66%
54 55
56
57 58