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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 %
IIC
1526
Ironwood Investment Counsel
Arizona
$416K +$3.96K +16 +1%
MA
1527
MANA Advisors
New York
$416K +$416K +1,681 New
F
1528
F3Logic
Minnesota
$412K +$169K +691 +70%
UCMOK
1529
United Capital Management of KS
Kansas
$411K +$150K +653 +58%
BFO
1530
Boston Family Office
Massachusetts
$409K – – –
TCM
1531
Telos Capital Management
California
$407K -$59.3K -240 -13%
FFS
1532
Founders Financial Securities
Maryland
$407K +$74.1K +322 +22%
PC
1533
Port Capital
Illinois
$406K -$762K -3,078 -65%
AIA
1534
Alera Investment Advisors
Illinois
$406K -$87.7K -355 -18%
EWA
1535
Exencial Wealth Advisors
Oklahoma
$406K -$16.1K -65 -4%
TAM
1536
Trillium Asset Management
Massachusetts
$404K +$9.89K +40 +3%
CA
1537
Claro Advisors
Massachusetts
$403K +$212K +858 +111%
SLF
1538
Sun Life Financial
Ontario, Canada
$402K -$253K -1,022 -39%
CFA
1539
Capstone Financial Advisors
Illinois
$400K +$50.2K +203 +14%
VCA
1540
Verdence Capital Advisors
Maryland
$400K +$80.4K +325 +25%
BMC
1541
Benin Management Corp
Connecticut
$398K – – –
RGIA
1542
Rainier Group Investment Advisory
Washington
$398K +$23K +93 +6%
MCM
1543
McRae Capital Management
New Jersey
$396K -$12.4K -50 -3%
RWM
1544
Reston Wealth Management
Virginia
$393K +$11.8K +51 +3%
AFP
1545
Ausdal Financial Partners
Iowa
$391K +$70.4K +285 +22%
AF
1546
Allworth Financial
California
$390K +$990 +4 +0.3%
FFC
1547
First Financial Corp
Indiana
$389K -$22.2K -90 -5%
PWM
1548
Perigon Wealth Management
California
$388K +$10.4K +45 +3%
PFBT
1549
Parkside Financial Bank & Trust
Missouri
$386K -$26.9K -109 -7%
ESB
1550
Essex Savings Bank
Connecticut
$384K – – –
60 61
62
63 64