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 %
FSA
1426
Franklin Street Advisors
North Carolina
$281K – – –
PGA
1427
Premia Global Advisors
Florida
$281K – – –
AA
1428
ALPS Advisors
Colorado
$280K +$280K +1,307 New
VC
1429
Vicus Capital
Pennsylvania
$279K +$279K +1,302 New
ACM
1430
Armbruster Capital Management
New York
$278K -$20.5K -96 -7%
ANB
1431
Amarillo National Bank
Texas
$278K +$278K +1,298 New
FI
1432
FormulaFolio Investments
Michigan
$277K +$23.8K +111 +9%
NIMC
1433
NWQ Investment Management Company
California
$276K -$1.07K -5 -0.4%
FNB
1434
Farmers National Bank
Kentucky
$275K -$24.6K -115 -8%
ST
1435
Sabal Trust
Florida
$275K +$275K +1,284 New
CAW
1436
Cornerstone Advisors (Washington)
Washington
$273K -$83K -388 -23%
PWM
1437
Perigon Wealth Management
California
$273K -$47K -220 -15%
EGA
1438
Eagle Global Advisors
Texas
$273K – – –
FAIM
1439
Financial Advocates Investment Management
Washington
$271K -$16.5K -77 -6%
MOS
1440
MGO One Seven
Ohio
$269K -$6.2K -29 -2%
EWM
1441
Endurance Wealth Management
Rhode Island
$267K – – –
HAIM
1442
Hunter Associates Investment Management
Pennsylvania
$267K – – –
BWP
1443
Baldwin Wealth Partners
Massachusetts
$267K – – –
KTA
1444
Keeley-Teton Advisors
Illinois
$266K -$4.07K -19 -2%
CIC
1445
Crawford Investment Counsel
Georgia
$266K +$18.6K +87 +8%
UF
1446
Univest Financial
Pennsylvania
$265K -$24.2K -113 -8%
CG
1447
Clinton Group
New York
$264K -$7.17M -33,500 -96%
AIM
1448
Aspen Investment Management
Michigan
$264K -$95.1K -445 -26%
LSC
1449
Lesa Sroufe & Co
Washington
$263K +$263K +1,230 New
LCM
1450
Leisure Capital Management
California
$262K +$262K +1,226 New
56 57
58
59 60