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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 %
CPC
1501
Cookson Peirce & Co
Pennsylvania
$276K – – –
SCM
1502
Stonebridge Capital Management
California
$276K – – –
HCP
1503
Holt Capital Partners
Texas
$276K – – –
BIM
1504
Baldwin Investment Management
Pennsylvania
$276K +$276K +1,125 New
KC
1505
Kingfisher Capital
North Carolina
$276K +$276K +1,127 New
BBA
1506
BLB&B Advisors
Pennsylvania
$275K – – –
FSA
1507
Franklin Street Advisors
North Carolina
$274K -$47.8K -195 -15%
JGIA
1508
Jackson Grant Investment Advisers
Connecticut
$274K +$982 +4 +0.4%
EPP
1509
ETF Portfolio Partners
Kansas
$272K – – –
OFW
1510
Omnia Family Wealth
Florida
$271K – – –
ABTD
1511
Arvest Bank Trust Division
Oklahoma
$270K – – –
OAM
1512
Occidental Asset Management
California
$270K – – –
EWA
1513
Exencial Wealth Advisors
Oklahoma
$270K +$31.1K +127 +13%
WA
1514
WealthTrust Axiom
Pennsylvania
$269K – – –
CA
1515
Centerpoint Advisors
Massachusetts
$269K +$6.38K +26 +2%
MIA
1516
MainStreet Investment Advisors
Illinois
$268K +$268K +1,092 New
VHAM
1517
Van Hulzen Asset Management
California
$267K – – –
NB
1518
Northwest Bancshares
Pennsylvania
$267K – – –
MCM
1519
MV Capital Management
Maryland
$267K – – –
MWM
1520
Marietta Wealth Management
Georgia
$267K – – –
VA
1521
Valmark Advisers
Ohio
$266K – – –
VCM
1522
Versant Capital Management
Arizona
$265K -$1.47K -6 -0.6%
NIM
1523
Northeast Investment Management
Massachusetts
$265K +$265K +1,081 New
CIC
1524
Crawford Investment Counsel
Georgia
$261K -$44.7K -182 -15%
GLA
1525
Good Life Advisors
Pennsylvania
$261K -$30.1K -124 -10%
59 60
61
62 63