UNH icon

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 %
RWP
1501
RWA Wealth Partners
Massachusetts
$310K -$13.3K -50 -4%
MBA
1502
McQueen Ball & Associates
Pennsylvania
$310K – – –
EBSAM
1503
Eubel Brady & Suttman Asset Management
Ohio
$310K – – –
GLA
1504
Good Life Advisors
Pennsylvania
$310K +$24.2K +91 +8%
FG
1505
Fiduciary Group
Georgia
$309K +$30.6K +115 +11%
Voloridge Investment Management
1506
Voloridge Investment Management
Florida
$309K +$309K +1,163 New
LA
1507
LVW Advisors
New York
$306K -$1.33K -5 -0.4%
KC
1508
Kingfisher Capital
North Carolina
$306K +$5.86K +22 +2%
PTC
1509
Petrus Trust Company
Texas
$306K +$66.5K +250 +28%
CCM
1510
Chickasaw Capital Management
Tennessee
$306K +$306K +1,150 New
ET
1511
Equitable Trust
Tennessee
$305K -$430K -1,616 -59%
UF
1512
Univest Financial
Pennsylvania
$305K – – –
FTC
1513
Farmers Trust Company
Ohio
$304K – – –
BBA
1514
BLB&B Advisors
Pennsylvania
$301K +$2.66K +10 +0.9%
WPW
1515
Winthrop Partners - WNY
New York
$301K -$37.2K -140 -11%
CC
1516
Courier Capital
New York
$300K – – –
VA
1517
Valmark Advisers
Ohio
$300K +$11.2K +42 +4%
BIM
1518
Baldwin Investment Management
Pennsylvania
$299K – – –
HCP
1519
Holt Capital Partners
Texas
$299K – – –
CPC
1520
Cookson Peirce & Co
Pennsylvania
$299K – – –
JGIA
1521
Jackson Grant Investment Advisers
Connecticut
$298K +$799 +3 +0.3%
FCIM
1522
Fairview Capital Investment Management
California
$298K +$14.4K +54 +5%
FSA
1523
Franklin Street Advisors
North Carolina
$297K – – –
SCG
1524
Sonata Capital Group
Washington
$297K +$17.3K +65 +6%
AWA
1525
AmeriServ Wealth Advisors
Pennsylvania
$297K +$297K +1,115 New
59 60
61
62 63