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UnitedHealth
UNH

Overview Fund Activity

1,751 hedge funds and large institutions have $204B invested in UnitedHealth in 2018 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 690 increasing their positions, 688 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,751
Holders Change
+59
Holders Change %
+3.49%
% of All Funds
40.14%
Holding in Top 10
222
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+36.2%
% of All Funds
5.09%
New
130
Increased
690
Reduced
688
Closed
57
Calls
$1.09B
Puts
$1.13B
Net Calls
-$43.5M
Net Calls Change
+$629M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$1.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$731M
3
Capital World Investors
Capital World Investors
California
+$666M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$490M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$330M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$546M
2
Deutsche Bank
Deutsche Bank
Germany
-$362M
3
ClearBridge Investments
ClearBridge Investments
New York
-$346M
4
Goldman Sachs
Goldman Sachs
New York
-$301M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
1376
Coastal Bridge Advisors
Connecticut
$431K +$24.5K +100 +6%
EWM
1377
Empirical Wealth Management
Washington
$431K +$88.8K +362 +26%
BCM
1378
Brasada Capital Management
Texas
$430K +$63.8K +260 +17%
TL
1379
TrueWealth LLC
Georgia
$428K -$83.3K -340 -16%
FFC
1380
First Financial Corp
Indiana
$427K -$57.1K -233 -12%
PFBT
1381
Parkside Financial Bank & Trust
Missouri
$426K +$31.9K +130 +8%
VIM
1382
Vista Investment Management
Pennsylvania
$424K +$30.7K +125 +8%
CFA
1383
Cahill Financial Advisors
Minnesota
$422K -$15K -61 -3%
SCC
1384
Spring Creek Capital
Kansas
$422K +$422K +1,722 New
EFSCE
1385
Enterprise Financial Services Corp (EFSC)
Missouri
$421K – – –
PV
1386
Private Vista
Illinois
$421K +$29.7K +121 +8%
DBRC
1387
D.B. Root & Company
Pennsylvania
$420K +$31.9K +130 +8%
NSAM
1388
North Star Asset Management
Wisconsin
$419K -$17.7K -72 -4%
CCM
1389
Compton Capital Management
Rhode Island
$419K +$2.45K +10 +0.6%
IBOK
1390
Independence Bank of Kentucky
Kentucky
$417K -$24.5K -100 -6%
BEAM
1391
Baker Ellis Asset Management
Washington
$415K -$24.6K -100 -6%
GKWIM
1392
Gerber Kawasaki Wealth & Investment Management
California
$415K +$74.2K +300 +22%
CA
1393
Cornerstone Advisory
Maryland
$414K – – –
PAM
1394
Peak Asset Management
Colorado
$413K -$25K -102 -6%
WAM
1395
Weatherly Asset Management
California
$412K +$164K +670 +66%
NWP
1396
Northstar Wealth Partners
Connecticut
$411K – – –
SFA
1397
Sequoia Financial Advisors
Ohio
$409K +$20.1K +82 +5%
MFW
1398
Mosaic Family Wealth
Missouri
$407K +$22.1K +90 +6%
IWM
1399
IHT Wealth Management
Illinois
$406K +$59.4K +242 +17%
IAMOG
1400
Investors Asset Management of Georgia
Georgia
$405K -$98.2K -400 -20%
54 55
56
57 58