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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 %
HCM
1576
Hollencrest Capital Management
California
$251K -$2.97K -12 -1%
DWM
1577
Doyle Wealth Management
Florida
$249K +$7.97K +30 +3%
PAM
1578
Premier Asset Management
Illinois
$246K – – –
BSB
1579
Bangor Savings Bank
Maine
$244K -$3.98K -15 -2%
WFMPM
1580
Woodley Farra Manion Portfolio Management
Indiana
$244K – – –
RT
1581
Rockland Trust
Massachusetts
$243K +$21.3K +80 +10%
KF
1582
Krilogy Financial
Missouri
$241K – – –
BWA
1583
BDO Wealth Advisors
Florida
$241K – – –
LAIC
1584
Lederer & Associates Investment Counsel
California
$241K +$20K +75 +9%
TIM
1585
Thompson Investment Management
Wisconsin
$240K – – –
WAP
1586
Wealthcare Advisory Partners
Pennsylvania
$240K – – –
HCM
1587
Hengehold Capital Management
Ohio
$239K – – –
DA
1588
Dillon & Associates
Michigan
$239K – – –
CWM
1589
Concentric Wealth Management
California
$239K – – –
FA
1590
Fortis Advisors
Pennsylvania
$239K – – –
KP
1591
Keel Point
Alabama
$238K +$238K +894 New
TIA
1592
Tandem Investment Advisors
South Carolina
$238K +$238K +896 New
FCFC
1593
First Commonwealth Financial Corp
Pennsylvania
$235K – – –
MIA
1594
MainStreet Investment Advisors
Illinois
$234K -$56.4K -212 -19%
AWM
1595
Aries Wealth Management
Maine
$234K – – –
SGK
1596
Steigerwald Gordon & Koch
Virginia
$233K -$50.7K -190 -18%
BFC
1597
Bedel Financial Consulting
Indiana
$233K +$5.44K +20 +2%
Diamond Hill Capital Management
1598
Diamond Hill Capital Management
Ohio
$233K +$5.59K +21 +2%
CPIG
1599
Chicago Partners Investment Group
Illinois
$231K -$4.87K -19 -2%
MWM
1600
Mascoma Wealth Management
New Hampshire
$231K – – –
62 63
64
65 66