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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 %
XS
1476
XML Securities
Maryland
$246K +$44.6K +208 +22%
CANY
1477
Caxton Associates (New York)
New York
$246K +$246K +1,149 New
ACP
1478
Aveo Capital Partners
Colorado
$245K +$33K +154 +16%
HCP
1479
Holt Capital Partners
Texas
$241K – – –
CPC
1480
Cookson Peirce & Co
Pennsylvania
$241K +$4.72K +22 +2%
BBA
1481
BLB&B Advisors
Pennsylvania
$240K – – –
FG
1482
Fiduciary Group
Georgia
$239K +$23.6K +110 +11%
JGIA
1483
Jackson Grant Investment Advisers
Connecticut
$238K +$856 +4 +0.4%
QAM
1484
QCI Asset Management
New York
$238K +$90.9K +425 +62%
EPP
1485
ETF Portfolio Partners
Kansas
$237K – – –
OFW
1486
Omnia Family Wealth
Florida
$236K +$19.5K +91 +9%
TWM
1487
Torch Wealth Management
Ohio
$235K -$21.4K -100 -8%
WA
1488
WealthTrust Axiom
Pennsylvania
$235K – – –
OAM
1489
Occidental Asset Management
California
$235K – – –
ABTD
1490
Arvest Bank Trust Division
Oklahoma
$235K +$235K +1,097 New
VCM
1491
Versant Capital Management
Arizona
$233K -$7.92K -37 -3%
NB
1492
Northwest Bancshares
Pennsylvania
$233K – – –
MCM
1493
MV Capital Management
Maryland
$233K – – –
VHAM
1494
Van Hulzen Asset Management
California
$233K +$2.57K +12 +1%
MWM
1495
Marietta Wealth Management
Georgia
$233K +$15K +70 +7%
VA
1496
Valmark Advisers
Ohio
$232K -$104K -484 -31%
SNT
1497
Security National Trust
West Virginia
$230K -$9.2K -43 -4%
CA
1498
Centerpoint Advisors
Massachusetts
$229K +$176K +821 +328%
RG
1499
Rikoon Group
New Mexico
$229K +$229K +1,057 New
FCMC
1500
Founders Capital Management (Connecticut)
Connecticut
$228K – – –
58 59
60
61 62