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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 %
DA
1476
DSC Advisors
Illinois
$483K +$1.73K +7 +0.4%
BBL
1477
Beck Bode LLC
Massachusetts
$482K -$309K -1,249 -39%
SYBT
1478
Stock Yards Bank & Trust
Kentucky
$482K -$11.1K -45 -2%
GLLW
1479
Graves Light Lenhart Wealth
Virginia
$482K – – –
LMGAM
1480
Liberty Mutual Group Asset Management
Massachusetts
$479K – – –
NB
1481
Nicolet Bankshares
Wisconsin
$478K -$20K -81 -4%
TL
1482
TrueWealth LLC
Georgia
$478K +$5.19K +21 +1%
PTC
1483
Petrus Trust Company
Texas
$477K +$477K +1,928 New
HA
1484
Harfst & Associates
Wyoming
$476K +$108K +438 +29%
GFS
1485
GYL Financial Synergies
Connecticut
$471K -$6.92K -28 -1%
PCP
1486
Proficio Capital Partners
Massachusetts
$471K +$75.7K +306 +19%
BCM
1487
Brookmont Capital Management
Texas
$467K – – –
RIA
1488
Regal Investment Advisors
Michigan
$466K +$55.9K +226 +14%
CIA
1489
Choate Investment Advisors
Massachusetts
$453K – – –
PWPS
1490
Pinnacle Wealth Planning Services
Ohio
$452K -$146K -592 -24%
SIG
1491
Sargent Investment Group
Maryland
$451K – – –
IWM
1492
IHT Wealth Management
Illinois
$449K +$5.94K +24 +1%
FIA
1493
Foundations Investment Advisors
Arizona
$449K +$29.7K +120 +7%
BFO
1494
Biltmore Family Office
North Carolina
$446K – – –
EM
1495
Excalibur Management
Massachusetts
$445K -$89K -360 -17%
VCM
1496
Violich Capital Management
California
$445K +$445K +1,800 New
BAM
1497
Bruderman Asset Management
New York
$444K -$30.7K -124 -6%
CFS
1498
CRA Financial Services
New Jersey
$444K +$11.6K +47 +3%
IC
1499
Intersect Capital
California
$444K +$444K +1,795 New
CPA
1500
Clear Perspective Advisors
Illinois
$443K +$443K +2,005 New
58 59
60
61 62