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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 %
PWMG
1576
Prestige Wealth Management Group
New Jersey
$352K -$180K -728 -34%
RI
1577
Rudd International
Florida
$351K – – –
TWA
1578
TCI Wealth Advisors
Arizona
$350K -$33.4K -135 -9%
TC
1579
TownSquare Capital
Utah
$350K +$161K +650 +85%
EWA
1580
EP Wealth Advisors
California
$350K +$350K +1,415 New
MIP
1581
Marietta Investment Partners
Wisconsin
$349K -$3.37M -13,615 -91%
RMCM
1582
Reynders McVeigh Capital Management
Massachusetts
$349K -$11.9K -48 -3%
MBT
1583
Montecito Bank & Trust
California
$349K – – –
CWS
1584
Cypress Wealth Services
California
$349K +$349K +1,413 New
FTC
1585
Farmers Trust Company
Ohio
$346K +$92.6K +374 +37%
BO
1586
Bank OZK
Arkansas
$345K – – –
MFP
1587
Meridian Financial Partners
Virginia
$345K +$34.9K +161 +11%
IAMOG
1588
Investors Asset Management of Georgia
Georgia
$344K – – –
WA
1589
WESPAC Advisors
California
$344K +$42.6K +197 +14%
RWA
1590
River Wealth Advisors
Pennsylvania
$342K -$18.5K -75 -5%
LC
1591
Lindbrook Capital
California
$340K +$56K +227 +20%
FPCP
1592
Fort Point Capital Partners
California
$339K -$121K -490 -26%
COI
1593
Capital One Investing
Virginia
$338K – – –
IC
1594
Investment Counsel
Michigan
$338K +$34.7K +140 +11%
IC
1595
InterOcean Capital
Illinois
$335K -$1.24M -4,999 -79%
PHAM
1596
Palisades Hudson Asset Management
Florida
$334K -$146K -590 -30%
CHP
1597
Cable Hill Partners
Oregon
$334K -$9.64K -39 -3%
MRI
1598
Mad River Investors
Massachusetts
$334K – – –
FNB
1599
Farmers National Bank
Kentucky
$331K +$331K +1,337 New
IP
1600
Isthmus Partners
Wisconsin
$331K +$331K +4,182 New
62 63
64
65 66