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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 %
NWS
1451
Newport Wealth Strategies
California
$517K +$517K +2,105 New
VIM
1452
Vista Investment Management
Pennsylvania
$516K +$88.4K +357 +21%
EFSCE
1453
Enterprise Financial Services Corp (EFSC)
Missouri
$516K +$102K +412 +25%
FC
1454
Ferris Capital
Massachusetts
$514K +$14.8K +60 +3%
LFA
1455
Legacy Financial Advisors
Kentucky
$514K +$86.2K +349 +20%
ACS
1456
Archford Capital Strategies
Illinois
$513K +$9.89K +40 +2%
PCM
1457
Pointe Capital Management
Michigan
$512K -$2.97K -12 -0.6%
SMFS
1458
Squar Milner Financial Services
California
$512K +$11.6K +47 +2%
FAM
1459
Flaharty Asset Management
Florida
$512K +$13.1K +53 +3%
BCP
1460
Berkeley Capital Partners
Georgia
$511K +$57.1K +231 +13%
CAC
1461
Certified Advisory Corp
Florida
$506K -$9.9K -40 -2%
CCM
1462
Cribstone Capital Management
Maine
$506K +$389K +1,574 +333%
ATFA
1463
All Terrain Financial Advisors
Minnesota
$504K -$13.8K -56 -3%
VBFP
1464
Valtinson Bruner Financial Planning
Minnesota
$502K – – –
FCA
1465
FinTrust Capital Advisors
South Carolina
$501K -$140K -566 -22%
PMFA
1466
Plante Moran Financial Advisors
Michigan
$501K +$110K +444 +28%
LA
1467
Legacy Advisors
Pennsylvania
$500K +$148K +600 +42%
GFA
1468
Gifford Fong Associates
California
$495K – – –
VFM
1469
Viking Fund Management
North Dakota
$495K – – –
IP
1470
Intellectus Partners
California
$491K +$481K +1,945 +4,631%
SFA
1471
Sequoia Financial Advisors
Ohio
$489K +$120K +487 +33%
LFG
1472
Larson Financial Group
Missouri
$487K – – –
VI
1473
Versor Investments
New York
$487K +$487K +1,971 New
BCM
1474
Brasada Capital Management
Texas
$486K -$10.9K -44 -2%
FAIM
1475
Financial Advocates Investment Management
Washington
$486K +$73.1K +296 +18%
57 58
59
60 61