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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 %
UCMOK
1601
United Capital Management of KS
Kansas
$231K +$231K +872 New
BFM
1602
Boothbay Fund Management
New York
$230K +$230K +865 New
TA
1603
Tiedemann Advisors
New York
$229K -$135K -506 -37%
LIA
1604
LBMC Investment Advisors
Tennessee
$228K -$6.93K -26 -3%
CAGAS
1605
Capital Advisory Group Advisory Services
Minnesota
$228K – – –
TFF
1606
The Family Firm
Maryland
$228K +$4.25K +16 +2%
DAM
1607
Diamant Asset Management
Connecticut
$227K +$7.97K +30 +4%
FIM
1608
Frontier Investment Management
Texas
$226K +$226K +851 New
NG
1609
Northstar Group
New York
$224K +$224K +842 New
RG
1610
Rathbones Group
United Kingdom
$223K – – –
LWCFA
1611
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$223K – – –
FWCM
1612
First Western Capital Management
California
$222K -$7.98K -30 -3%
RP
1613
Reinhart Partners
Wisconsin
$221K -$343K -1,290 -61%
EHC
1614
Everett Harris & Co
California
$220K – – –
AIM
1615
Aspen Investment Management
Michigan
$219K -$117K -440 -35%
FCMT
1616
Founders Capital Management (Texas)
Texas
$219K – – –
EWM
1617
Elite Wealth Management
Washington
$217K – – –
BRM
1618
Boston Research & Management
Massachusetts
$217K +$217K +818 New
TFS
1619
TrustCore Financial Services
Tennessee
$215K – – –
ATC
1620
Adirondack Trust Company
New York
$214K +$1.33K +5 +0.6%
Group One Trading
1621
Group One Trading
Illinois
$214K +$214K +803 New
MWP
1622
MYCIO Wealth Partners
Pennsylvania
$214K +$214K +805 New
BFG
1623
Barber Financial Group
Kansas
$213K -$25K -94 -11%
LI
1624
LVZ Inc
Michigan
$213K +$213K +781 New
RGNCM
1625
R.G. Niederhoffer Capital Management
New York
$213K +$213K +800 New
63 64
65
66 67