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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 %
SCG
1501
Sonata Capital Group
Washington
$225K -$96.4K -450 -30%
WF
1502
WealthTrust Fairport
Ohio
$225K – – –
FCIM
1503
Fairview Capital Investment Management
California
$224K – – –
BSB
1504
Bangor Savings Bank
Maine
$224K +$224K +1,045 New
PP
1505
PagnatoKarp Partners
Virginia
$223K +$223K +1,042 New
CIP
1506
Capital Insight Partners
Arizona
$221K +$428 +2 +0.2%
EBSAM
1507
Eubel Brady & Suttman Asset Management
Ohio
$221K +$221K +1,034 New
WIP
1508
Wellesley Investment Partners
Massachusetts
$221K +$221K +1,036 New
LW
1509
Linscomb Wealth
Texas
$220K -$49.9K -233 -18%
HCM
1510
Hollencrest Capital Management
California
$220K – – –
FHA
1511
First Horizon Advisors
Tennessee
$218K -$24.5K -113 -10%
WPA
1512
West Paces Advisors
Georgia
$217K -$7.7K -36 -3%
ZIC
1513
ZWJ Investment Counsel
Georgia
$217K -$1.42M -6,648 -87%
RT
1514
Rockland Trust
Massachusetts
$217K -$375K -1,747 -63%
JCM
1515
Jacobi Capital Management
Pennsylvania
$217K +$39.3K +181 +22%
TIM
1516
Thompson Investment Management
Wisconsin
$216K -$10.7K -50 -5%
WBG
1517
Wharton Business Group
Pennsylvania
$216K – – –
WAM
1518
Weatherly Asset Management
California
$216K +$216K +1,009 New
FIAS
1519
FinTrust Investment Advisory Services
South Carolina
$215K +$215K +1,004 New
SACTSONJ
1520
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$214K -$214K -1,000 -50%
HPCM
1521
High Pointe Capital Management
Illinois
$214K – – –
FC
1522
Financial Consulate
Maryland
$214K – – –
Credit Agricole
1523
Credit Agricole
France
$214K – – –
MMA
1524
Miracle Mile Advisors
California
$214K +$214K +998 New
SPL
1525
Smart Portfolios LLC
Washington
$214K +$214K +1,000 New
59 60
61
62 63