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UnitedHealth
UNH

Overview Fund Activity

1,939 hedge funds and large institutions have $204B invested in UnitedHealth in 2019 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 871 increasing their positions, 730 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,939
Holders Change
+23
Holders Change %
+1.2%
% of All Funds
42.03%
Holding in Top 10
175
Holding in Top 10 Change
-104
Holding in Top 10 Change %
-37.28%
% of All Funds
3.79%
New
143
Increased
871
Reduced
730
Closed
97
Calls
$1.28B
Puts
$1.2B
Net Calls
+$81.9M
Net Calls Change
+$162M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$763M
2
Capital World Investors
Capital World Investors
California
+$564M
3
Capital International Investors
Capital International Investors
California
+$514M
4
State Street
State Street
Massachusetts
+$409M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$379M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$655M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$555M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$481M
4
ECU
Egerton Capital (UK)
United Kingdom
-$459M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$412M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1376
SRB Corp
Massachusetts
$677K +$162K +655 +31%
IFWM
1377
Institute for Wealth Management
Colorado
$674K -$70.6K -284 -9%
9WM
1378
9258 Wealth Management
Ohio
$674K +$58.1K +235 +9%
PSG
1379
Planning Solutions Group
Maryland
$673K -$74.2K -300 -10%
SWMG
1380
Signature Wealth Management Group
Georgia
$671K +$671K +2,714 New
BWL
1381
Bogart Wealth LLC
Virginia
$670K +$14.6K +59 +2%
ACM
1382
Allred Capital Management
Texas
$665K +$47.9K +196 +8%
NFG
1383
Next Financial Group
Texas
$660K -$216K -874 -25%
NFH
1384
NEXT Financial Holdings
Texas
$660K +$660K +2,672 New
SIC
1385
Salem Investment Counselors
North Carolina
$659K +$2.39K +9 +0.4%
FAT
1386
First American Trust
California
$656K -$3.72M -15,059 -85%
MI
1387
Markston International
New York
$656K +$5.68K +23 +0.9%
EGM
1388
Engineers Gate Manager
New York
$655K +$655K +2,650 New
SS
1389
Sunbelt Securities
Texas
$650K +$31.1K +126 +5%
AIC
1390
Ameritas Investment Company
Nebraska
$646K -$1.36M -5,502 -68%
PFA
1391
Paradigm Financial Advisors
Missouri
$645K +$34.1K +138 +6%
AJ
1392
Ashburton (Jersey)
Jersey
$639K -$56.9K -230 -8%
MIC
1393
Means Investment Company
Maine
$633K +$87.3K +353 +16%
FEM
1394
Fulcrum Equity Management
Texas
$632K – – –
ECA
1395
Elevated Capital Advisors
Utah
$632K +$632K +2,245 New
NP
1396
NorthRock Partners
Minnesota
$631K -$1.95M -7,898 -76%
HFA
1397
Huber Financial Advisors
Illinois
$629K +$15.3K +62 +2%
RE
1398
RBC Europe
United Kingdom
$627K +$34.6K +140 +6%
FSA
1399
Franklin Street Advisors
North Carolina
$620K +$344K +1,391 +125%
EIM
1400
Essex Investment Management
Massachusetts
$618K -$226K -913 -27%
54 55
56
57 58