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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 %
TFS
1576
TrustCore Financial Services
Tennessee
$129K – – –
KCPG
1577
Kavar Capital Partners Group
Kansas
$128K +$128K +600 New
M
1578
MOTCO
Texas
$127K +$9.19K +43 +8%
OIA
1579
OneDigital Investment Advisors
Kansas
$119K +$43.2K +201 +57%
FA
1580
Fortis Advisors
Pennsylvania
$118K -$107K -500 -48%
BAMCO Inc
1581
BAMCO Inc
New York
$117K +$117K +548 New
CCM
1582
Cribstone Capital Management
Maine
$115K +$1.07K +5 +0.9%
BWA
1583
BDO Wealth Advisors
Florida
$108K -$21.4K -100 -17%
CPA
1584
Clear Perspective Advisors
Illinois
$108K +$83.1K +508 +334%
CPA
1585
Cowen Prime Advisors
New York
$107K – – –
ED
1586
Exane Derivatives
France
$106K +$5.22K +24 +5%
NWM
1587
Northwest Wealth Management
Iowa
$103K +$103K +478 New
LWA
1588
Lenox Wealth Advisors
New York
$102K +$89.4K +419 +710%
GGHC
1589
Gilder Gagnon Howe & Co
New York
$101K +$15.9K +74 +19%
BWM
1590
Baystate Wealth Management
Massachusetts
$100K -$79.3K -337 -44%
AWM
1591
Aevitas Wealth Management
Massachusetts
$99K +$214 +1 +0.2%
AWM
1592
AllSquare Wealth Management
New York
$97K +$10.7K +50 +12%
AOWM
1593
Alpha Omega Wealth Management
Virginia
$96K – – –
ACM
1594
AUA Capital Management
Pennsylvania
$95K – – –
CFG
1595
CKW Financial Group
Hawaii
$87K -$21.8K -100 -20%
FWM
1596
Focused Wealth Management
New York
$86K – – –
LGWM
1597
Litman Gregory Wealth Management
California
$86K +$86K +400 New
TFO
1598
Tarbox Family Office
California
$85K +$8.52K +40 +11%
TFA
1599
Toth Financial Advisory
Virginia
$82K -$23.4K -109 -22%
RCG
1600
Ruggie Capital Group
Florida
$81K – – –
62 63
64
65 66