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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 %
PG
1551
Patten Group
Tennessee
$179K +$96.2K +450 +116%
FCMT
1552
Founders Capital Management (Texas)
Texas
$177K – – –
BFC
1553
Bedel Financial Consulting
Indiana
$177K +$177K +828 New
WB
1554
Webster Bank
Connecticut
$176K +$22.6K +106 +15%
CFD
1555
Creative Financial Designs
Indiana
$174K +$65.7K +307 +61%
WAP
1556
Wealthcare Advisory Partners
Pennsylvania
$173K -$22.5K -105 -12%
RWG
1557
Regal Wealth Group
California
$169K +$428 +2 +0.3%
DWM
1558
Destination Wealth Management
California
$166K -$29.4K -138 -15%
GFP
1559
Gryphon Financial Partners
Ohio
$164K -$6.18K -29 -4%
KC
1560
KHP Capital
Oklahoma
$164K +$164K +767 New
SAS
1561
Stelac Advisory Services
New York
$163K +$163K +760 New
HCA
1562
Heck Capital Advisors
Wisconsin
$161K -$1.5K -7 -0.9%
CPIG
1563
Chicago Partners Investment Group
Illinois
$156K +$40.3K +188 +35%
GAM
1564
Gemmer Asset Management
California
$155K – – –
IP
1565
Intellectus Partners
California
$151K – – –
MUS
1566
Mitsubishi UFJ Securities
Japan
$148K – – –
WOC
1567
West Oak Capital
California
$148K – – –
CLOS
1568
Compagnie Lombard Odier SCmA
Switzerland
$147K -$254K -1,185 -63%
KPCM
1569
Kings Point Capital Management
New York
$147K – – –
IDBONY
1570
Israel Discount Bank of New York
New York
$145K – – –
PFO
1571
Pathstone Family Office
New Jersey
$142K +$17.7K +83 +14%
PCM
1572
Poehling Capital Management
Wisconsin
$138K +$20.3K +95 +17%
SHJ
1573
Sharkey, Howes & Javer
Colorado
$137K – – –
BAM
1574
Bruderman Asset Management
New York
$134K +$134K +624 New
KF
1575
Krilogy Financial
Missouri
$131K – – –
61 62
63
64 65