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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 %
CNB
1426
Camden National Bank
Maine
$410K -$6.65K -25 -2%
PAS
1427
Partnervest Advisory Services
California
$410K +$78.5K +295 +24%
BFO
1428
Boston Family Office
Massachusetts
$407K -$2.66K -10 -0.6%
1SB
1429
1ST Source Bank
Indiana
$406K +$7.99K +30 +2%
CAW
1430
Cornerstone Advisors (Washington)
Washington
$406K +$34.9K +131 +9%
TWM
1431
Titus Wealth Management
California
$405K – – –
CAAS
1432
Capital Asset Advisory Services
Michigan
$404K -$12K -45 -3%
FIMG
1433
Financial & Investment Management Group
Michigan
$404K – – –
BMC
1434
Benin Management Corp
Connecticut
$402K -$26.6K -100 -6%
PCP
1435
Proficio Capital Partners
Massachusetts
$402K -$266 -1 -0.1%
GCM
1436
Gladius Capital Management
Illinois
$400K -$566K -2,127 -59%
CWM
1437
Circle Wealth Management
New Jersey
$400K -$1.86K -7 -0.5%
MIH
1438
Meitav Investment House
Israel
$397K – – –
IIC
1439
Ironwood Investment Counsel
Arizona
$395K -$16.5K -62 -4%
SP
1440
Successful Portfolios
Florida
$395K +$5.06K +19 +1%
AWA
1441
Arete Wealth Advisors
Illinois
$389K +$50K +188 +15%
PP
1442
PagnatoKarp Partners
Virginia
$389K +$147K +552 +61%
RWA
1443
River Wealth Advisors
Pennsylvania
$387K -$10.1K -38 -3%
CHP
1444
Cable Hill Partners
Oregon
$382K -$24.2K -90 -6%
TNB
1445
Thomasville National Bank
Georgia
$382K – – –
ACM
1446
Advisors Capital Management
New Jersey
$382K +$50.5K +190 +15%
FANJ
1447
Financial Architects (New Jersey)
New Jersey
$381K +$266 +1 +0.1%
AF
1448
Allworth Financial
California
$380K +$533 +2 +0.1%
FI
1449
FormulaFolio Investments
Michigan
$377K -$5.32K -20 -1%
MBT
1450
Montecito Bank & Trust
California
$376K +$376K +1,413 New
56 57
58
59 60