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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 %
MWM
1601
MinichMacGregor Wealth Management
New York
$80K -$4.68K -22 -6%
VNA
1602
Valley National Advisers
Pennsylvania
$79K -$4.48K -21 -5%
LF
1603
Lee Financial
Texas
$78K -$8.1K -38 -9%
SWP
1604
Strategic Wealth Partners
Ohio
$77K +$1.92K +9 +3%
FMP
1605
Financial Management Professionals
Texas
$76K – – –
WAS
1606
Winch Advisory Services
Wisconsin
$72K – – –
CHC
1607
City Holding Co
West Virginia
$72K +$1.07K +5 +2%
CAM
1608
Chandler Asset Management
California
$71K +$71K +330 New
FMTCOCP
1609
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$70.6K +$17.1K +80 +32%
NC
1610
NewSquare Capital
Pennsylvania
$70K -$22.8K -106 -25%
GCM
1611
Gables Capital Management
Florida
$70K +$70K +328 New
CPP
1612
Crow Point Partners
Massachusetts
$67K +$67K +314 New
SIS
1613
Sound Income Strategies
Florida
$62K +$21.2K +100 +52%
BA
1614
Ballew Advisors
Mississippi
$62K +$62K +291 New
FGC
1615
Financial Gravity Companies
Texas
$58K +$13.2K +57 +30%
FGAM
1616
Financial Gravity Asset Management
Texas
$58K +$58K +250 New
LA
1617
Legacy Advisors
Pennsylvania
$57K -$123K -548 -68%
GBBWRPM
1618
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$55K – – –
HIM
1619
Hillsdale Investment Management
Ontario, Canada
$52K – – –
FBT
1620
First Bank & Trust
South Dakota
$52K +$35K +164 +205%
TCM
1621
Tradewinds Capital Management
Washington
$51K -$1.72K -8 -3%
TCM
1622
TD Capital Management
Tennessee
$50K +$212 +1 +0.4%
SIM
1623
Sonora Investment Management
Arizona
$49.6K +$27.8K +130 +127%
LWS
1624
Lucia Wealth Services
California
$49K +$49K +228 New
IP
1625
Isthmus Partners
Wisconsin
$43K -$11.1K -52 -21%
63 64
65
66 67