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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 %
GLA
1451
Good Life Advisors
Pennsylvania
$261K -$6.74K -31 -3%
FBA
1452
Front Barnett Associates
Illinois
$260K – – –
GC
1453
Gilbert & Cook
Iowa
$258K -$46.2K -216 -15%
BOS
1454
Bingham Osborn & Scarborough
California
$258K +$40.5K +189 +19%
NEAM
1455
New England Asset Management
Connecticut
$257K – – –
FIM
1456
Fernwood Investment Management
Massachusetts
$257K – – –
KAM
1457
Kassirer Asset Management
Ontario, Canada
$257K – – –
HIIFS
1458
Harel Insurance Investments & Financial Services
Israel
$257K +$24.4K +114 +10%
PCMC
1459
Paragon Capital Management (Colorado)
Colorado
$257K +$257K +1,200 New
FTC
1460
Farmers Trust Company
Ohio
$256K -$9.44K -44 -4%
DWM
1461
Dakota Wealth Management
Florida
$256K +$9.65K +45 +4%
LNB
1462
Ledyard National Bank
$254K +$4.28K +20 +2%
FWCM
1463
First Western Capital Management
California
$253K -$58.7K -274 -19%
CFA
1464
Capstone Financial Advisors
Illinois
$252K -$641 -3 -0.3%
DMC
1465
Drexel Morgan & Co
Pennsylvania
$251K -$140K -655 -36%
PFA
1466
Pathway Financial Advisors
Vermont
$251K -$1.72K -8 -0.7%
ACM
1467
Advisors Capital Management
New Jersey
$251K +$427 +2 +0.2%
TCM
1468
Telos Capital Management
California
$250K -$21.4K -100 -8%
MBA
1469
McQueen Ball & Associates
Pennsylvania
$250K – – –
LA
1470
LVW Advisors
New York
$250K +$23.1K +108 +10%
BBNB
1471
Baker Boyer National Bank
Washington
$249K -$42.2K -197 -14%
RWP
1472
RWA Wealth Partners
Massachusetts
$249K -$4.7K -22 -2%
CC
1473
Courier Capital
New York
$248K -$52.7K -246 -18%
SCM
1474
Stonebridge Capital Management
California
$247K – – –
FFS
1475
Founders Financial Securities
Maryland
$246K – – –
57 58
59
60 61