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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 %
FCB
1601
First Command Bank
Texas
$204K -$2.21K -9 -1%
FCFS
1602
First Command Financial Services
Texas
$204K -$2.21K -9 -1%
EHC
1603
Everett Harris & Co
California
$203K +$203K +827 New
FCMT
1604
Founders Capital Management (Texas)
Texas
$202K – – –
WB
1605
Webster Bank
Connecticut
$202K – – –
CIC
1606
Cornercap Investment Counsel
Georgia
$202K +$202K +823 New
DAM
1607
Diamant Asset Management
Connecticut
$202K +$202K +825 New
EWM
1608
Elite Wealth Management
Washington
$200K +$200K +815 New
TFS
1609
TrustCore Financial Services
Tennessee
$199K +$50.6K +206 +34%
ATC
1610
Adirondack Trust Company
New York
$197K – – –
RWG
1611
Regal Wealth Group
California
$195K +$738 +3 +0.4%
AWM
1612
AllSquare Wealth Management
New York
$190K +$79K +322 +71%
SAS
1613
Stelac Advisory Services
New York
$186K – – –
HCA
1614
Heck Capital Advisors
Wisconsin
$185K +$736 +3 +0.4%
BAMCO Inc
1615
BAMCO Inc
New York
$180K +$45.4K +185 +34%
GFP
1616
Gryphon Financial Partners
Ohio
$178K -$10K -41 -5%
KJWM
1617
Kiley Juergens Wealth Management
Washington
$178K +$178K +726 New
GAM
1618
Gemmer Asset Management
California
$177K – – –
DWM
1619
Destination Wealth Management
California
$174K -$16.4K -67 -9%
MUS
1620
Mitsubishi UFJ Securities
Japan
$169K – – –
KPCM
1621
Kings Point Capital Management
New York
$169K – – –
IDBONY
1622
Israel Discount Bank of New York
New York
$166K – – –
PCM
1623
Poehling Capital Management
Wisconsin
$158K – – –
SHJ
1624
Sharkey, Howes & Javer
Colorado
$157K – – –
BAM
1625
Bruderman Asset Management
New York
$153K – – –
63 64
65
66 67