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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 %
TL
1526
Tirschwell & Loewy
New York
$214K +$214K +1,000 New
GCIA
1527
Gabelli & Co Investment Advisers
New York
$214K +$214K +1,000 New
VCM
1528
Virtue Capital Management
Tennessee
$213K +$16K +68 +8%
CWM
1529
Cornerstone Wealth Management
Missouri
$213K +$213K +988 New
PPCM
1530
Pillar Pacific Capital Management
California
$213K +$213K +995 New
RWA
1531
RGT Wealth Advisors
Texas
$212K -$19.3K -90 -8%
EWA
1532
Exencial Wealth Advisors
Oklahoma
$209K -$12.2K -57 -6%
AFP
1533
Ausdal Financial Partners
Iowa
$209K +$209K +976 New
MA
1534
MCF Advisors
Kentucky
$207K -$20.4K -95 -9%
IA
1535
Independence Advisors
Pennsylvania
$207K – – –
CCM
1536
Chieftain Capital Management
New York
$205K – – –
RA
1537
RFG Advisory
Alabama
$205K +$2.79K +13 +1%
IC
1538
Intersect Capital
California
$204K +$204K +952 New
MBT
1539
Monroe Bank & Trust
Michigan
$203K – – –
BFM
1540
Boothbay Fund Management
New York
$202K -$55.3K -258 -22%
KA
1541
Kaizen Advisory
Illinois
$199K – – –
SC
1542
SRB Corp
Massachusetts
$197K – – –
NIM
1543
NuWave Investment Management
New Jersey
$195K +$27.9K +127 +17%
CAGAS
1544
Capital Advisory Group Advisory Services
Minnesota
$195K +$195K +912 New
PFGIA
1545
Patriot Financial Group Insurance Agency
Massachusetts
$191K +$4.14K +19 +2%
ATC
1546
Adirondack Trust Company
New York
$189K -$21K -89 -10%
MWM
1547
Mascoma Wealth Management
New Hampshire
$186K – – –
LWCFA
1548
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K – – –
FCFS
1549
First Command Financial Services
Texas
$180K +$9.64K +45 +6%
FCB
1550
First Command Bank
Texas
$180K +$9.63K +45 +6%
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62
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