UNH icon

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 %
EFSCE
1376
Enterprise Financial Services Corp (EFSC)
Missouri
$469K +$13K +49 +3%
CBA
1377
Coastal Bridge Advisors
Connecticut
$468K +$266 +1 +0.1%
LFA
1378
Legacy Financial Advisors
Kentucky
$467K -$12.5K -47 -3%
EM
1379
Excalibur Management
Massachusetts
$466K -$6.66K -25 -1%
CFA
1380
Carroll Financial Associates
North Carolina
$462K -$6.64K -25 -1%
TL
1381
TrueWealth LLC
Georgia
$462K -$2.93K -11 -0.6%
BCM
1382
Brasada Capital Management
Texas
$460K -$5.85K -22 -1%
IBOK
1383
Independence Bank of Kentucky
Kentucky
$460K +$7.98K +30 +2%
CFA
1384
Cahill Financial Advisors
Minnesota
$458K +$1.06K +4 +0.2%
ANB
1385
Amarillo National Bank
Texas
$458K +$105K +394 +30%
IWM
1386
IHT Wealth Management
Illinois
$456K +$15.4K +58 +4%
DBRC
1387
D.B. Root & Company
Pennsylvania
$455K – – –
VIM
1388
Vista Investment Management
Pennsylvania
$453K -$6.65K -25 -1%
HS
1389
HighVista Strategies
Massachusetts
$452K +$79.8K +300 +21%
PFBT
1390
Parkside Financial Bank & Trust
Missouri
$451K -$10.4K -39 -2%
GKWIM
1391
Gerber Kawasaki Wealth & Investment Management
California
$451K – – –
BEAM
1392
Baker Ellis Asset Management
Washington
$450K – – –
NWP
1393
Northstar Wealth Partners
Connecticut
$448K +$1.6K +6 +0.4%
DWM
1394
Dynasty Wealth Management
Florida
$448K +$448K +1,684 New
BRWM
1395
B. Riley Wealth Management
Tennessee
$448K +$448K +1,685 New
PAM
1396
Peak Asset Management
Colorado
$447K – – –
RIA
1397
Regal Investment Advisors
Michigan
$446K +$446K +1,676 New
FFC
1398
First Financial Corp
Indiana
$443K -$20.5K -77 -4%
TCM
1399
Tuttle Capital Management
Connecticut
$442K -$365K -1,377 -45%
AAM
1400
Aureus Asset Management
Massachusetts
$442K -$59.9K -225 -12%
54 55
56
57 58