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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 %
EPP
1526
ETF Portfolio Partners
Kansas
$295K – – –
SCM
1527
Stonebridge Capital Management
California
$293K – – –
OFW
1528
Omnia Family Wealth
Florida
$293K – – –
OAM
1529
Occidental Asset Management
California
$293K – – –
ABTD
1530
Arvest Bank Trust Division
Oklahoma
$292K – – –
CA
1531
Centerpoint Advisors
Massachusetts
$292K – – –
WA
1532
WealthTrust Axiom
Pennsylvania
$292K – – –
HCM
1533
Howland Capital Management
Massachusetts
$292K +$292K +1,097 New
MWM
1534
Merriman Wealth Management
Washington
$290K -$113K -426 -28%
VHAM
1535
Van Hulzen Asset Management
California
$290K – – –
NB
1536
Northwest Bancshares
Pennsylvania
$290K – – –
MCM
1537
MV Capital Management
Maryland
$290K – – –
CIC
1538
Crawford Investment Counsel
Georgia
$288K +$5.32K +20 +2%
JCM
1539
Jacobi Capital Management
Pennsylvania
$288K +$53.8K +202 +23%
PFA
1540
Pathway Financial Advisors
Vermont
$285K – – –
MMA
1541
Miracle Mile Advisors
California
$284K +$1.86K +7 +0.7%
ACP
1542
Aviance Capital Partners
Florida
$284K +$39.4K +148 +16%
VCM
1543
Versant Capital Management
Arizona
$283K -$4.51K -17 -2%
FCMC
1544
Founders Capital Management (Connecticut)
Connecticut
$283K – – –
SNT
1545
Security National Trust
West Virginia
$281K – – –
HPC
1546
Hobart Private Capital
North Carolina
$279K +$41.2K +155 +17%
GEM
1547
Global Endowment Management
North Carolina
$279K – – –
JLBC
1548
J.L. Bainbridge & Co
Florida
$279K +$279K +1,049 New
WPA
1549
West Paces Advisors
Georgia
$278K – – –
PCM
1550
Parsons Capital Management
Rhode Island
$277K +$46.7K +176 +20%
60 61
62
63 64