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UnitedHealth
UNH

Overview Fund Activity

1,751 hedge funds and large institutions have $204B invested in UnitedHealth in 2018 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 690 increasing their positions, 688 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,751
Holders Change
+59
Holders Change %
+3.49%
% of All Funds
40.14%
Holding in Top 10
222
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+36.2%
% of All Funds
5.09%
New
130
Increased
690
Reduced
688
Closed
57
Calls
$1.09B
Puts
$1.13B
Net Calls
-$43.5M
Net Calls Change
+$629M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$1.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$731M
3
Capital World Investors
Capital World Investors
California
+$666M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$490M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$330M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$546M
2
Deutsche Bank
Deutsche Bank
Germany
-$362M
3
ClearBridge Investments
ClearBridge Investments
New York
-$346M
4
Goldman Sachs
Goldman Sachs
New York
-$301M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
1451
Ausdal Financial Partners
Iowa
$327K +$87.2K +355 +36%
ANB
1452
Amarillo National Bank
Texas
$326K +$7.6K +31 +2%
VST
1453
Van Strum & Towne
California
$325K – – –
WLIM
1454
White Lighthouse Investment Management
Massachusetts
$324K – – –
WI
1455
Wedgewood Investors
Pennsylvania
$324K – – –
ACM
1456
Armbruster Capital Management
New York
$319K – – –
CWA
1457
Clarus Wealth Advisors
Arizona
$317K – – –
VC
1458
Vicus Capital
Pennsylvania
$314K -$4.9K -20 -2%
GC
1459
Gilbert & Cook
Iowa
$314K +$17.9K +73 +6%
BFO
1460
Biltmore Family Office
North Carolina
$313K -$675K -2,750 -68%
EGA
1461
Eagle Global Advisors
Texas
$313K – – –
PWM
1462
Perigon Wealth Management
California
$313K – – –
AWA
1463
Arete Wealth Advisors
Illinois
$313K +$313K +1,275 New
WPW
1464
Winthrop Partners - WNY
New York
$312K – – –
AIM
1465
Aspen Investment Management
Michigan
$310K +$6.87K +28 +2%
LSC
1466
Lesa Sroufe & Co
Washington
$310K +$8.1K +33 +3%
HAIM
1467
Hunter Associates Investment Management
Pennsylvania
$307K – – –
BWP
1468
Baldwin Wealth Partners
Massachusetts
$306K – – –
EWM
1469
Endurance Wealth Management
Rhode Island
$306K – – –
KTA
1470
Keeley-Teton Advisors
Illinois
$306K +$982 +4 +0.3%
ACM
1471
Advisors Capital Management
New Jersey
$306K +$17.7K +72 +6%
PAS
1472
Partnervest Advisory Services
California
$306K +$306K +1,246 New
HA
1473
Harfst & Associates
Wyoming
$304K +$304K +1,242 New
NIMC
1474
NWQ Investment Management Company
California
$303K -$13.5K -55 -4%
LNB
1475
Ledyard National Bank
$301K +$9.82K +40 +3%
57 58
59
60 61