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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 %
FI
1551
FormulaFolio Investments
Michigan
$384K +$34.1K +138 +10%
TNB
1552
Thomasville National Bank
Georgia
$383K +$2.96K +12 +0.8%
BEAM
1553
Baker Ellis Asset Management
Washington
$381K -$37.4K -151 -9%
OPA
1554
Old Port Advisors
Maine
$381K – – –
SEM
1555
Suncoast Equity Management
Florida
$379K +$379K +1,535 New
CNB
1556
Camden National Bank
Maine
$377K -$6.42K -26 -2%
1SB
1557
1ST Source Bank
Indiana
$377K – – –
AIP
1558
Almanack Investment Partners
Pennsylvania
$377K +$62.9K +254 +20%
MAM
1559
Marquette Asset Management
Minnesota
$377K +$124K +500 +49%
PP
1560
PagnatoKarp Partners
Virginia
$372K -$47.5K -192 -11%
AAC
1561
Acorn Advisory Capital
New York
$371K – – –
WI
1562
Wintrust Investments
Illinois
$370K +$93.2K +377 +34%
FNBOH
1563
First National Bank of Hutchinson
Kansas
$369K +$492 +2 +0.1%
CAAS
1564
Capital Asset Advisory Services
Michigan
$366K -$3.71K -15 -1%
LA
1565
LVW Advisors
New York
$365K -$45.2K -183 -11%
FANJ
1566
Financial Architects (New Jersey)
New Jersey
$364K -$9.91K -40 -3%
BMA
1567
Brooks Moore & Associates
Tennessee
$359K – – –
CF
1568
Copperwynd Financial
Arizona
$358K -$7.17K -29 -2%
SP
1569
Successful Portfolios
Florida
$358K +$9.9K +40 +3%
ACM
1570
Armbruster Capital Management
New York
$358K +$36.6K +148 +11%
GC
1571
Gilbert & Cook
Iowa
$357K +$9.66K +39 +3%
BHBT
1572
Burke & Herbert Bank & Trust
Virginia
$357K +$272K +4,911 +321%
DMC
1573
Drexel Morgan & Co
Pennsylvania
$354K +$64.2K +260 +22%
HPC
1574
Hobart Private Capital
North Carolina
$353K +$55.4K +224 +19%
MFW
1575
Mosaic Family Wealth
Missouri
$353K +$5.2K +21 +1%
61 62
63
64 65