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UnitedHealth
UNH

Overview Fund Activity

1,751 hedge funds and large institutions have $204B invested in UnitedHealth in 2018 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 690 increasing their positions, 688 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,751
Holders Change
+59
Holders Change %
+3.49%
% of All Funds
40.14%
Holding in Top 10
222
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+36.2%
% of All Funds
5.09%
New
130
Increased
690
Reduced
688
Closed
57
Calls
$1.09B
Puts
$1.13B
Net Calls
-$43.5M
Net Calls Change
+$629M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$1.21B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$731M
3
Capital World Investors
Capital World Investors
California
+$666M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$490M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$330M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$546M
2
Deutsche Bank
Deutsche Bank
Germany
-$362M
3
ClearBridge Investments
ClearBridge Investments
New York
-$346M
4
Goldman Sachs
Goldman Sachs
New York
-$301M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
1576
Petrus Trust Company
Texas
$221K +$221K +901 New
VCM
1577
Virtue Capital Management
Tennessee
$220K -$2.95K -12 -1%
HCM
1578
Hengehold Capital Management
Ohio
$220K +$220K +897 New
HPC
1579
Hobart Private Capital
North Carolina
$220K +$220K +895 New
BFG
1580
Barber Financial Group
Kansas
$219K +$219K +894 New
FCFC
1581
First Commonwealth Financial Corp
Pennsylvania
$217K +$217K +884 New
JCM
1582
Jacobi Capital Management
Pennsylvania
$216K -$29.5K -120 -12%
LIA
1583
LBMC Investment Advisors
Tennessee
$216K +$216K +882 New
CG
1584
Corundum Group
Colorado
$215K +$215K +877 New
CAM
1585
CenterStar Asset Management
Illinois
$214K -$841K – –
MWM
1586
Mascoma Wealth Management
New Hampshire
$213K – – –
PCM
1587
Parsons Capital Management
Rhode Island
$213K +$213K +867 New
FCH
1588
Freestone Capital Holdings
Washington
$213K +$213K +868 New
FWCM
1589
First Western Capital Management
California
$212K -$77.2K -315 -27%
SGK
1590
Steigerwald Gordon & Koch
Virginia
$212K +$212K +1,064 New
CAGAS
1591
Capital Advisory Group Advisory Services
Minnesota
$211K -$13.3K -54 -6%
Diamond Hill Capital Management
1592
Diamond Hill Capital Management
Ohio
$210K +$210K +855 New
OIA
1593
OneDigital Investment Advisors
Kansas
$207K +$71.3K +291 +53%
GHAM
1594
Gilman Hill Asset Management
Connecticut
$207K +$207K +842 New
TFF
1595
The Family Firm
Maryland
$207K +$207K +842 New
LWCFA
1596
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206K – – –
RT
1597
Rockland Trust
Massachusetts
$205K -$43.8K -178 -18%
BFC
1598
Bedel Financial Consulting
Indiana
$205K +$2.2K +9 +1%
RG
1599
Rathbones Group
United Kingdom
$205K +$205K +837 New
LAIC
1600
Lederer & Associates Investment Counsel
California
$204K -$126K -515 -38%
62 63
64
65 66