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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 %
Walleye Capital
1551
Walleye Capital
New York
$276K +$276K +1,037 New
WIP
1552
Wellesley Investment Partners
Massachusetts
$275K -$8.23K -31 -3%
MWPCG
1553
Measured Wealth Private Client Group
New Hampshire
$275K +$1.33K +5 +0.5%
IA
1554
Independence Advisors
Pennsylvania
$275K +$16.8K +63 +6%
LW
1555
Linscomb Wealth
Texas
$274K – – –
MAM
1556
Marquette Asset Management
Minnesota
$272K +$272K +1,024 New
WBG
1557
Wharton Business Group
Pennsylvania
$271K – – –
MTCM
1558
Mint Tower Capital Management
Netherlands
$270K -$543K -2,044 -67%
ZIC
1559
ZWJ Investment Counsel
Georgia
$268K – – –
HPCM
1560
High Pointe Capital Management
Illinois
$266K – – –
TL
1561
Tirschwell & Loewy
New York
$266K – – –
SACTSONJ
1562
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$266K – – –
SPL
1563
Smart Portfolios LLC
Washington
$266K – – –
FC
1564
Financial Consulate
Maryland
$266K – – –
EWA
1565
Exencial Wealth Advisors
Oklahoma
$265K -$28.5K -107 -10%
AC
1566
Allstate Corporation
Illinois
$264K -$14.9K -56 -5%
CG
1567
Cutler Group
California
$261K +$246K +926 +1,654%
RWA
1568
Ropes Wealth Advisors
Massachusetts
$259K +$259K +975 New
WF
1569
WealthTrust Fairport
Ohio
$258K +$6.38K +24 +3%
SFA
1570
Stewardship Financial Advisors
Georgia
$258K +$258K +969 New
MA
1571
MCF Advisors
Kentucky
$257K – – –
MBT
1572
Monroe Bank & Trust
Michigan
$257K +$4.52K +17 +2%
CIP
1573
Capital Insight Partners
Arizona
$256K – – –
PWAP
1574
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$256K +$256K +962 New
WI
1575
Wintrust Investments
Illinois
$254K +$254K +954 New
61 62
63
64 65