UNH icon

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 %
IWM
1401
IHT Wealth Management
Illinois
$307K -$108K -499 -26%
TNB
1402
Thomasville National Bank
Georgia
$306K +$52.4K +245 +21%
MFG
1403
Monte Financial Group
Connecticut
$305K +$305K +1,426 New
LCM
1404
LVM Capital Management
Michigan
$304K -$545K -2,547 -64%
SFSG
1405
Stearns Financial Services Group
North Carolina
$304K -$79.3K -371 -21%
FANJ
1406
Financial Architects (New Jersey)
New Jersey
$304K -$67.4K -315 -18%
AF
1407
Allworth Financial
California
$303K – – –
FCAG
1408
First Capital Advisors Group
New Jersey
$302K -$46.8K -219 -13%
TA
1409
Tiedemann Advisors
New York
$302K +$12.4K +58 +4%
AFS
1410
Access Financial Services
Minnesota
$299K -$16.1K -75 -5%
RIA
1411
Regal Investment Advisors
Michigan
$299K +$9.84K +46 +3%
EWM
1412
Empirical Wealth Management
Washington
$299K +$58.9K +275 +25%
PCP
1413
Proficio Capital Partners
Massachusetts
$296K +$37.6K +176 +15%
GKWIM
1414
Gerber Kawasaki Wealth & Investment Management
California
$294K – – –
EM
1415
Excalibur Management
Massachusetts
$294K +$294K +1,375 New
MRI
1416
Mad River Investors
Massachusetts
$289K +$289K +1,350 New
LAIC
1417
Lederer & Associates Investment Counsel
California
$288K -$77.2K -361 -21%
RGIA
1418
Rainier Group Investment Advisory
Washington
$288K – – –
AAM
1419
Aureus Asset Management
Massachusetts
$287K +$287K +1,340 New
WA
1420
WESPAC Advisors
California
$285K +$285K +1,330 New
VST
1421
Van Strum & Towne
California
$284K – – –
WLIM
1422
White Lighthouse Investment Management
Massachusetts
$283K -$3.21K -15 -1%
WPW
1423
Winthrop Partners - WNY
New York
$283K – – –
WI
1424
Wedgewood Investors
Pennsylvania
$282K – – –
MWM
1425
Merriman Wealth Management
Washington
$282K +$3.21K +15 +1%
55 56
57
58 59