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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 %
FIA
1476
Foundations Investment Advisors
Arizona
$301K +$301K +1,227 New
OMC
1477
Old Mission Capital
Illinois
$300K +$300K +1,222 New
FNB
1478
Farmers National Bank
Kentucky
$299K -$15.9K -65 -5%
FBA
1479
Front Barnett Associates
Illinois
$298K – – –
RWP
1480
RWA Wealth Partners
Massachusetts
$298K +$12.3K +50 +4%
NFG
1481
Next Financial Group
Texas
$294K -$101K -411 -26%
PCMC
1482
Paragon Capital Management (Colorado)
Colorado
$294K – – –
NEAM
1483
New England Asset Management
Connecticut
$294K – – –
FIM
1484
Fernwood Investment Management
Massachusetts
$294K – – –
KAM
1485
Kassirer Asset Management
Ontario, Canada
$294K – – –
TWM
1486
Torch Wealth Management
Ohio
$294K +$24.5K +100 +9%
BOS
1487
Bingham Osborn & Scarborough
California
$292K -$3.93K -16 -1%
CFA
1488
Capstone Financial Advisors
Illinois
$290K +$491 +2 +0.2%
DMC
1489
Drexel Morgan & Co
Pennsylvania
$288K – – –
RG
1490
Rikoon Group
New Mexico
$288K +$28.7K +117 +11%
PFA
1491
Pathway Financial Advisors
Vermont
$287K – – –
MBA
1492
McQueen Ball & Associates
Pennsylvania
$286K – – –
EBSAM
1493
Eubel Brady & Suttman Asset Management
Ohio
$286K +$32.6K +133 +13%
NWS
1494
Newport Wealth Strategies
California
$285K +$285K +1,160 New
LA
1495
LVW Advisors
New York
$283K -$2.94K -12 -1%
BO
1496
Bach Option
Hong Kong
$283K +$283K +1,154 New
FFS
1497
Founders Financial Securities
Maryland
$282K – – –
UF
1498
Univest Financial
Pennsylvania
$281K -$22.6K -92 -7%
FTC
1499
Farmers Trust Company
Ohio
$280K -$12.2K -50 -4%
CC
1500
Courier Capital
New York
$276K -$7.6K -31 -3%
58 59
60
61 62