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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 %
GI
1401
Gradient Investments
Minnesota
$442K -$51.1K -192 -10%
FCAG
1402
First Capital Advisors Group
New Jersey
$441K +$17.8K +67 +4%
MFW
1403
Mosaic Family Wealth
Missouri
$440K -$6.74K -25 -2%
MCM
1404
McRae Capital Management
New Jersey
$439K – – –
IAMOG
1405
Investors Asset Management of Georgia
Georgia
$439K – – –
SFM
1406
Signature Financial Management
Virginia
$438K – – –
BHBT
1407
Burke & Herbert Bank & Trust
Virginia
$436K -$59.6K -224 -12%
PV
1408
Private Vista
Illinois
$436K -$20.7K -78 -5%
FHC
1409
First Heartland Consultants
Missouri
$436K +$24.2K +91 +6%
PWM
1410
Perigon Wealth Management
California
$436K +$95.9K +360 +28%
NSAM
1411
North Star Asset Management
Wisconsin
$434K -$20.8K -78 -5%
SFSG
1412
Stearns Financial Services Group
North Carolina
$432K +$13K +49 +3%
WAM
1413
Wakefield Asset Management
Colorado
$432K +$432K +1,625 New
ED
1414
Exane Derivatives
France
$429K -$172K -647 -29%
CA
1415
Cornerstone Advisory
Maryland
$428K -$21K -79 -5%
MFG
1416
Monte Financial Group
Connecticut
$428K +$21.6K +81 +5%
USGIU
1417
U.S. Global Investors (USGI)
Texas
$428K +$428K +1,609 New
SMH
1418
Sanders Morris Harris
Texas
$426K -$79.9K -300 -16%
AFP
1419
Ausdal Financial Partners
Iowa
$426K +$71.8K +270 +20%
TWA
1420
TCI Wealth Advisors
Arizona
$423K +$16.2K +61 +4%
VCM
1421
Virtue Capital Management
Tennessee
$419K +$181K +681 +76%
TAM
1422
Trillium Asset Management
Massachusetts
$417K +$21.8K +82 +6%
CWA
1423
Clarus Wealth Advisors
Arizona
$417K +$22.4K +84 +6%
FEG
1424
Financial Enhancement Group
Indiana
$413K +$398K +1,496 +2,579%
SFA
1425
Sequoia Financial Advisors
Ohio
$410K -$33.8K -127 -8%
55 56
57
58 59