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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 %
SIAP
1626
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$43K – – –
SP
1627
SWS Partners
Ohio
$43K +$217 +1 +0.5%
MPPLM
1628
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$39K – – –
HWM
1629
Holloway Wealth Management
Florida
$38K -$39K – –
PO
1630
Private Ocean
California
$33K +$1.05K +5 +3%
WDL
1631
Well Done LLC
Michigan
$33K +$33K +153 New
ARMC
1632
American Research & Management Company
Massachusetts
$32K – – –
ACH
1633
ArrowMark Colorado Holdings
Colorado
$32K +$32K +150 New
WA
1634
WealthTrust-Arizona
Arizona
$29K – – –
ME
1635
McIlrath & Eck
Washington
$29K – – –
PCM
1636
Princeton Capital Management
New Jersey
$28K +$28K +132 New
AP
1637
Atwood & Palmer
Missouri
$27K – – –
LWM
1638
Lenox Wealth Management
Ohio
$27K +$1.67K +8 +7%
HDIM
1639
Hanson & Doremus Investment Management
Vermont
$26K – – –
TC
1640
Trilogy Capital
California
$26K +$26K +121 New
MCM
1641
Mainstay Capital Management
Michigan
$25K -$22.4K -105 -47%
RIA
1642
RPG Investment Advisory
California
$25K +$23.5K +108 +1,543%
PCFFS
1643
Pacific Center for Financial Services
California
$24K – – –
GWA
1644
Guidant Wealth Advisors
Illinois
$24K +$2.57K +12 +12%
LWA
1645
Lowe Wealth Advisors
Maryland
$23K – – –
SWMG
1646
Signature Wealth Management Group
Georgia
$23K +$213 +1 +0.9%
MSA
1647
Marino Stram & Associates
Massachusetts
$23K +$217 +1 +1%
OSAM
1648
O'Shaughnessy Asset Management
Connecticut
$21K -$855K -3,990 -98%
TDC
1649
Thompson Davis & Co
Virginia
$21K – – –
RIM
1650
Ranger Investment Management
Texas
$21K – – –
64 65
66
67 68