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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 %
KCPG
1626
Kavar Capital Partners Group
Kansas
$147K – – –
M
1627
MOTCO
Texas
$146K – – –
WOC
1628
West Oak Capital
California
$140K -$29.9K -122 -18%
CCM
1629
Cribstone Capital Management
Maine
$139K +$7.34K +30 +6%
QAM
1630
QCI Asset Management
New York
$138K -$136K -552 -50%
CFD
1631
Creative Financial Designs
Indiana
$136K -$63.9K -260 -32%
KC
1632
KHP Capital
Oklahoma
$123K -$65.7K -267 -35%
CPA
1633
Cowen Prime Advisors
New York
$123K – – –
BWM
1634
Baystate Wealth Management
Massachusetts
$120K +$11.5K +45 +11%
FL
1635
Fort LP
Maryland
$119K +$119K +485 New
NWM
1636
Northwest Wealth Management
Iowa
$117K – – –
AWM
1637
Aevitas Wealth Management
Massachusetts
$114K – – –
CPA
1638
Clear Perspective Advisors
Illinois
$113K -$48.4K -198 -30%
AOWM
1639
Alpha Omega Wealth Management
Virginia
$110K – – –
ACM
1640
AUA Capital Management
Pennsylvania
$109K – – –
BCP
1641
Blue Chip Partners
Michigan
$107K +$107K +435 New
WG
1642
Welch Group
Alabama
$106K +$106K +432 New
FWM
1643
Focused Wealth Management
New York
$102K +$2.46K +10 +2%
CFG
1644
CKW Financial Group
Hawaii
$98K – – –
TFO
1645
Tarbox Family Office
California
$98K – – –
LWA
1646
Lenox Wealth Advisors
New York
$97K -$20.4K -83 -17%
TFA
1647
Toth Financial Advisory
Virginia
$94K – – –
MWM
1648
MinichMacGregor Wealth Management
New York
$94K +$989 +4 +1%
RCG
1649
Ruggie Capital Group
Florida
$93K – – –
GCM
1650
Gables Capital Management
Florida
$93K +$12.3K +50 +15%
64 65
66
67 68