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UnitedHealth
UNH

Overview Fund Activity

1,780 hedge funds and large institutions have $221B invested in UnitedHealth in 2018 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 713 increasing their positions, 703 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,780
Holders Change
+29
Holders Change %
+1.66%
% of All Funds
40.76%
Holding in Top 10
228
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.7%
% of All Funds
5.22%
New
111
Increased
713
Reduced
703
Closed
66
Calls
$1.37B
Puts
$1.3B
Net Calls
+$70.7M
Net Calls Change
+$114M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$3B
2
State Street
State Street
Massachusetts
+$540M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$432M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$286M
5
Morgan Stanley
Morgan Stanley
New York
+$265M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.45B
2
Capital World Investors
Capital World Investors
California
-$1.09B
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$334M
4
ECU
Egerton Capital (UK)
United Kingdom
-$327M
5
LPC
Lone Pine Capital
Connecticut
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTA
1476
Keeley-Teton Advisors
Illinois
$333K +$799 +3 +0.2%
BWP
1477
Baldwin Wealth Partners
Massachusetts
$332K – – –
EWM
1478
Endurance Wealth Management
Rhode Island
$332K – – –
GCA
1479
Gideon Capital Advisors
New York
$329K -$46K -173 -12%
FFS
1480
Founders Financial Securities
Maryland
$329K +$23.2K +87 +8%
MWM
1481
Marietta Wealth Management
Georgia
$326K +$36.2K +136 +12%
RA
1482
RFG Advisory
Alabama
$326K +$326K +1,226 New
WLIM
1483
White Lighthouse Investment Management
Massachusetts
$325K -$26.6K -100 -8%
GIM
1484
Guild Investment Management
California
$325K +$325K +1,220 New
FBA
1485
Front Barnett Associates
Illinois
$323K – – –
BP
1486
BBR Partners
New York
$322K +$322K +1,209 New
QAM
1487
Quantres Asset Management
Cayman Islands
$319K -$106K -400 -25%
FIM
1488
Fernwood Investment Management
Massachusetts
$319K – – –
NEAM
1489
New England Asset Management
Connecticut
$319K – – –
PCMC
1490
Paragon Capital Management (Colorado)
Colorado
$319K – – –
TWM
1491
Torch Wealth Management
Ohio
$319K – – –
KAM
1492
Kassirer Asset Management
Ontario, Canada
$319K – – –
BOS
1493
Bingham Osborn & Scarborough
California
$319K +$2.92K +11 +0.9%
LNB
1494
Ledyard National Bank
$318K -$7.98K -30 -2%
GC
1495
Gilbert & Cook
Iowa
$317K -$22.6K -85 -7%
CFA
1496
Capstone Financial Advisors
Illinois
$315K +$533 +2 +0.2%
IC
1497
Investment Counsel
Michigan
$314K +$83.3K +325 +36%
APG
1498
Abacus Planning Group
South Carolina
$314K +$314K +1,184 New
DMC
1499
Drexel Morgan & Co
Pennsylvania
$312K – – –
NIM
1500
Northeast Investment Management
Massachusetts
$312K +$24.5K +92 +9%
58 59
60
61 62