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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 %
WA
1601
Wambolt & Associates
Colorado
$330K +$120K +482 +57%
PV
1602
Private Vista
Illinois
$329K -$120K -482 -27%
VC
1603
Vicus Capital
Pennsylvania
$328K +$8.4K +34 +3%
ACM
1604
Advisors Capital Management
New Jersey
$327K -$36.9K -150 -10%
HHGA
1605
Halbert Hargrove Global Advisors
California
$325K -$3.21K -13 -1%
LWA
1606
Lenox Wealth Advisors
New York
$324K – – –
LSC
1607
Lesa Sroufe & Co
Washington
$322K – – –
EMG
1608
Ellington Management Group
Connecticut
$321K +$321K +1,300 New
IP
1609
Investment Partners
Ohio
$320K – – –
ACM
1610
Aviance Capital Management
Florida
$319K -$28.6K -116 -8%
AF
1611
Aldebaran Financial
$319K -$18.5K -75 -5%
FFG
1612
Fortem Financial Group
California
$319K -$5.2K -21 -2%
BWP
1613
Baldwin Wealth Partners
Massachusetts
$317K – – –
BP
1614
BBR Partners
New York
$316K -$101K -409 -24%
SJIM
1615
St. Johns Investment Management
Florida
$316K +$316K +1,277 New
FIM
1616
Fernwood Investment Management
Massachusetts
$315K +$2.72K +11 +0.9%
NIM
1617
Northeast Investment Management
Massachusetts
$314K -$62K -251 -16%
EBSAM
1618
Eubel Brady & Suttman Asset Management
Ohio
$314K +$26.2K +106 +9%
CP
1619
Camelot Portfolios
Ohio
$313K -$3.71K -15 -1%
FBA
1620
Front Barnett Associates
Illinois
$313K +$12.4K +50 +4%
AIC
1621
Archer Investment Corporation
Indiana
$313K +$24.7K +100 +9%
PPP
1622
Private Portfolio Partners
New Jersey
$312K -$1.98K -8 -0.6%
KTA
1623
Keeley-Teton Advisors
Illinois
$311K +$989 +4 +0.3%
M
1624
Mirova
France
$311K +$92.6K +374 +42%
JGIA
1625
Jackson Grant Investment Advisers
Connecticut
$309K -$28.4K -115 -8%
63 64
65
66 67