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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 %
Rafferty Asset Management
1501
Rafferty Asset Management
New York
$442K -$69.8K -282 -14%
DCM
1502
Driehaus Capital Management
Illinois
$441K -$11.9K -48 -3%
ET
1503
Equitable Trust
Tennessee
$441K +$75.4K +305 +21%
AAM
1504
Aureus Asset Management
Massachusetts
$440K +$29.6K +120 +7%
PEA
1505
Pacific Edge Advisors
California
$437K – – –
NEIRG
1506
New England Investment & Retirement Group
Massachusetts
$435K -$7.42K -30 -2%
PAM
1507
Peak Asset Management
Colorado
$432K – – –
CFA
1508
Carroll Financial Associates
North Carolina
$430K -$4.7K -19 -1%
ABTD
1509
Arvest Bank Trust Division
Oklahoma
$430K +$14.8K +60 +4%
AFS
1510
Access Financial Services
Minnesota
$430K +$18.5K +75 +5%
MMA
1511
Miracle Mile Advisors
California
$429K -$18.6K -75 -4%
TCM
1512
Teza Capital Management
Illinois
$427K -$2.47M -9,981 -85%
IBOK
1513
Independence Bank of Kentucky
Kentucky
$427K -$1.24K -5 -0.3%
ANB
1514
Amarillo National Bank
Texas
$426K – – –
SIAS
1515
Shine Investment Advisory Services
Colorado
$423K -$26K -105 -6%
CA
1516
Cornerstone Advisory
Maryland
$423K +$194K +786 +85%
NSAM
1517
North Star Asset Management
Wisconsin
$422K +$19.3K +78 +5%
CNC
1518
Citizens & Northern Corp
Pennsylvania
$421K -$20.3K -82 -5%
CFA
1519
Cahill Financial Advisors
Minnesota
$421K -$7.18K -29 -2%
DBRC
1520
D.B. Root & Company
Pennsylvania
$421K -$2.72K -11 -0.6%
TSW
1521
Thompson Siegel & Walmsley
Virginia
$420K – – –
CA
1522
Calton & Associates
Florida
$418K -$391K -1,580 -48%
FCCM
1523
First City Capital Management
Georgia
$418K -$158K -640 -27%
GKWIM
1524
Gerber Kawasaki Wealth & Investment Management
California
$418K +$3.21K +13 +0.8%
MWPCG
1525
Measured Wealth Private Client Group
New Hampshire
$417K +$417K +1,688 New
59 60
61
62 63