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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 %
EF
1426
Empirical Finance
Pennsylvania
$557K +$129K +523 +30%
CCM
1427
Cadence Capital Management
Massachusetts
$556K -$25.2K -102 -4%
LBA
1428
Letko, Brosseau & Associates
Quebec, Canada
$556K +$74.6K +302 +16%
BOPW
1429
Brandywine Oak Private Wealth
Pennsylvania
$554K +$28.6K +116 +5%
TCOT
1430
Trust Company of Toledo
Ohio
$551K – – –
AC
1431
Avestar Capital
New York
$549K -$13.1K -55 -2%
RCM
1432
RB Capital Management
Nevada
$549K +$37.8K +153 +7%
ACA
1433
Ackerman Capital Advisors
Texas
$544K -$153M -620,600 -100%
SRC
1434
Sage Rhino Capital
California
$542K +$542K +2,193 New
FFWA
1435
FRG Family Wealth Advisors
Washington
$540K – – –
DI
1436
DAGCO Inc
Ohio
$540K +$540K +2,185 New
GSBTD
1437
Glenview State Bank Trust Department
Illinois
$538K -$159K -645 -23%
MF
1438
Magnetar Financial
Illinois
$537K +$261K +1,056 +95%
OIA
1439
OneDigital Investment Advisors
Kansas
$533K -$129K -522 -20%
RHFI
1440
Reilly Herbert Faulkner III
$532K -$108K -438 -17%
FNBOO
1441
First National Bank of Omaha
Nebraska
$532K -$22.7K -92 -4%
WKWM
1442
Walter & Keenan Wealth Management
Indiana
$532K +$532K +2,150 New
FAM
1443
Formidable Asset Management
Ohio
$532K +$532K +17,400 New
LC
1444
Lourd Capital
California
$530K -$190K -768 -26%
KCM
1445
Kanawha Capital Management
Virginia
$528K – – –
JA
1446
JOYN Advisors
Georgia
$525K -$110K -444 -17%
SWA
1447
Sutton Wealth Advisors
Florida
$524K +$2.97K +12 +0.6%
CW
1448
CreativeOne Wealth
Kansas
$522K +$47.2K +191 +10%
PFA
1449
Pure Financial Advisors
California
$519K +$58.6K +237 +13%
CAW
1450
Cornerstone Advisors (Washington)
Washington
$519K +$112K +452 +27%
56 57
58
59 60